Podcast Episodes
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Inflation in Retirement
Kelley discusses the importance of mitigating inflation risks and strategically choosing investments for retirement. She introduces her proprietary p…
1 year, 5 months ago
Financial Fitness
Financial health is important for overall well-being as it impacts mental and physical health. Kelley explains how many Americans experience anxiety…
1 year, 5 months ago
Lessons from Buffett
Kelley discusses lessons from Warren Buffett's Investor's Playbook and how they can be applied to retirement planning. She emphasizes the importance …
1 year, 5 months ago
Red Flags in Search of Financial Professional
Kelley discusses various topics related to financial planning and investing. The conversation covers the importance of diversification, the role of a…
1 year, 5 months ago
Financial Questions and Concerns
Kelley devotes the podcast to answering frequently asked financial and retirement questions in the areas of saving money on taxes and what to do with…
1 year, 6 months ago
Copy the Millionaires
Kelley highlights many habits of millionaires and how we could mimic them to possibly be more successful in our financial lives. She also talks abou…
1 year, 6 months ago
Elections and the Economy
Kelley discusses the impact of election years on investment decisions, the historical performance of the stock market during election years, and the …
1 year, 6 months ago
Retirement Planning by the Months
Kelley covers a comprehensive review of financial planning on a month-by-month basis, addressing topics such as financial goals, inflation, taxes, Me…
1 year, 6 months ago
The Role of a Good Financial Advisor
The conversation covers a range of financial and retirement planning topics, including monetary policy, withdrawal rates, social security, and tax ma…
1 year, 7 months ago
Get Proactive With Your Retirement
Kelley discusses various topics related to retirement and financial planning. She covers the need for proactive financial planning, concerns about th…
1 year, 7 months ago