Kelley's Bull Market News with Kelley Slaught

A successful career can leave a retirement portfolio tied closely to one company. Kelley Slaught and Dave Perkins discuss concentrated stock holdings, sequence-of-returns risk and building a plan around a household’s income and tax needs.Call 800-810-8060 to ask about a personal retirement review. Kelley's Bull Market News with Kelley Slaught.See omnystudio.com/listener for privacy information.

The last working years bring decisions about taxes, timing and risk. Kelley Slaught and Dave Perkins discuss retirement planning and explain why naming a trusted contact for an investment account differs from giving someone control of the money.Call 800-810-8060 to ask about a personal retirement review. Kelley's Bull Market News with Kelley Slaught.See omnystudio.com/listener for privacy information.

Kelley Slaught and Dave Perkins discuss questions about a portfolio's upside, downside, potential income and tax treatment. They connect those investment decisions to the personal side of retirement and the value of a plan tailored to your own situation.Call 800-810-8060 to ask about a personal retirement review. Kelley's Bull Market News with Kelley Slaught.See omnystudio.com/listener for privacy information.

The balance in your retirement account is only part of the picture when withdrawals begin. Kelley Slaught and Dave Perkins discuss strategies for managing 401(k) taxes, building a retirement income plan, and weighing investment choices against your needs. Call California Wealth Advisors at 800-810-8060 or visit californiawealthadvisors.com to start a conversation.See omnystudio.com/listener for privacy information.

Kelley talks about organizing your retirement dollars in a way that they are properly working for you.  She also discusses building a plan that will give you confidence in your retirement spending.  800-810-8060 California Wealth AdvisorsSee omnystudio.com/listener for privacy information.