Podcast Episodes
Back to Search
Tax Strategies and Planning
In this conversation, Kelley Slaught discusses various financial topics including tax strategies for real estate and businesses, retirement planning, common financial mistakes, and the importance of …
Published on 2 months, 1 week ago
Retirement Mistakes to Avoid
Kelley covers mistakes to avoid in your retirement. Some of the mistakes include selling investments in a panic mode, taking on too much risk, and ignoring tax strategies and the cost of healthcare …
Published on 2 months, 2 weeks ago
Retirement: From Saving to Spending
Kelley explains how proper planning can help ease the panic many feel when they retire and lose that paycheck. She explains an income plan and a budget can help with the transition from saving to sp…
Published on 2 months, 3 weeks ago
Maximizing Your Retirement Income
Kelley discusses the critical aspects of retirement planning, focusing on taxes, required minimum distributions (RMDs), estate planning, and strategies for managing income in retirement. She emphasiz…
Published on 3 months ago
The $84 Trillion Wealth Transfer
Kelley discusses the importance of early retirement planning, the significant wealth transfer expected from baby boomers, and effective tax strategies for retirement. The conversation emphasizes the …
Published on 3 months, 1 week ago
The RMD Game: What You Need to Know
Kelley talks about the critical strategies for retirement planning, focusing on the importance of understanding withdrawals from retirement accounts, the implications of Required Minimum Distribution…
Published on 3 months, 2 weeks ago
Retirement Strategies for Success
Kelley discusses essential strategies for a successful retirement, debunks common myths, and addresses the unique challenges faced by couples who retire at different times. She emphasizes the importa…
Published on 3 months, 3 weeks ago
The Joy of Giving While Living
Kelley Slaught discusses the importance of giving while living, exploring how retirees can share their wealth joyfully and strategically. The conversation transitions into the bucket strategy for inc…
Published on 4 months ago
Mastering Retirement Tax Strategies
Kelley discusses essential strategies for retirees to manage their tax burdens, navigate market corrections, and make informed decisions for a smooth retirement. The conversation covers the importanc…
Published on 4 months, 1 week ago
A Modern Approach with Annuities
Kelley talks about the importance of reviewing old annuities in light of current market conditions, strategies for a successful retirement, and how to manage income and spending effectively. She emph…
Published on 4 months, 2 weeks ago