Podcast Episodes
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Your Financial Objectives
Kelley discusses various financial objectives, including budgeting, emergency funds, debt management, retirement goals, asset allocation, estate planning, life insurance, retirement savings, income n…
Published on 1 year, 9 months ago
Taxes in Retirement
Kelley covers what is and isn’t taxable in retirement. She describes how Social Security benefits, pensions, interest-bearing accounts, stocks, bonds, dividends, and your traditional 401(k) and IRA …
Published on 1 year, 9 months ago
Creating an Estate Plan
In this conversation, Kelley discusses the importance of estate planning and the various documents involved. She emphasizes the need to update trust documents regularly and highlights the importance …
Published on 1 year, 10 months ago
Your Written Financial Plan
In this episode, Kelley Slaught discusses the importance of having a written plan for retirement and the benefits of a comprehensive and customized approach. She emphasizes the need for budgeting and…
Published on 1 year, 10 months ago
Goal: No Retirement Mistakes
In this episode, Kelley discusses important topics related to retirement planning. She covers mistakes to avoid in retirement investments, the cost of living longer, maximizing Social Security benefi…
Published on 1 year, 10 months ago
Know Your Risk
In this episode Kelley Slaught discusses various aspects of risk and retirement planning. She emphasizes the importance of assessing and altering risk in retirement, including managing health risks a…
Published on 1 year, 10 months ago
Retirement Questions Answered
In this episode, Kelley Slaught discusses the importance of keeping your financial house in order and the challenges that many people face in doing so. She emphasizes the need for a comprehensive fin…
Published on 1 year, 11 months ago
The Un-Bucket List
We all know the bucket list so what would go in the un-bucket list? That would be things to avoid so you can have a successful retirement. That’s the discussion with Kelley at the beginning of the …
Published on 1 year, 11 months ago
Breaking Down Annuities
Kelley answers the most frequently asked questions about annuities. How do they differ from traditional savings and brokerage accounts? What are the benefits and potential drawbacks? What types of…
Published on 1 year, 11 months ago
Avoid Sabotaging Your Retirement
Warnings of what could harm your retirement start off the podcast with a discussion on having a budget, automating your savings and payments, planning for healthcare costs, and not relying too heavil…
Published on 1 year, 11 months ago