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Understanding Your Risk Tolerance
Understanding Your Risk Tolerance

Kelley Slaught discusses the critical concept of risk tolerance in retirement planning, emphasizing the importance of aligning investment strategies …

11 months, 2 weeks ago

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Understanding Your 401(k)
Understanding Your 401(k)

Kelley Slaught discusses the importance of understanding 401(k) plans and avoiding common blunders that can hinder retirement savings. She emphasizes…

11 months, 3 weeks ago

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Unlocking the Secrets of Investing
Unlocking the Secrets of Investing

Kelley shares timeless investment strategies that can help individuals grow their wealth and secure a comfortable retirement. The conversation covers…

1 year ago

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Your New Year Financial Approach
Your New Year Financial Approach

Kelley discusses various financial strategies for the New Year, focusing on improving financial positions through budgeting, maximizing retirement co…

1 year ago

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Avoid Financial Blunders
Avoid Financial Blunders

Kelley Slaught discusses critical investment mistakes to avoid, the importance of diversification, and the risks associated with home equity. She emp…

1 year ago

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The Wealth Transfer
The Wealth Transfer

Kelley Slaught discusses the impending wealth transfer from baby boomers to younger generations, emphasizing the importance of financial literacy, es…

1 year ago

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Proper Tax Planning
Proper Tax Planning

Kelley discusses various strategies to avoid taxes, particularly focusing on real estate and business sales. She emphasizes the importance of tax pla…

1 year, 1 month ago

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Sound Tax Strategies
Sound Tax Strategies

Kelley discusses various strategies to avoid taxes, particularly focusing on real estate and business sales. She emphasizes the importance of tax pla…

1 year, 1 month ago

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Overcome Retirement Fear
Overcome Retirement Fear

Kelley addresses the complexities of retirement planning, focusing on overcoming fears associated with transitioning into retirement. They emphasize …

1 year, 1 month ago

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Financial Professional Shopping
Financial Professional Shopping

Kelley warns of red flags to spot when searching for the right financial professional.  She used pre-produced skits spotlighting bad financial adviso…

1 year, 1 month ago

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