Gain Financial Control

About this episode

Kelley discusses the impact of geopolitical events on personal financial control and retirement planning.

Kelley discusses the impact of geopolitical events on the economy. More importantly, she focuses on the effects on our personal financial and retirement plan and how we can gain control in that area.  Kelley also describes the benefits of running through a “practice” retirement before one actually retires.  Other topics covered include estate planning and strategies for diversification and tax efficiency. Reach Kelley at 800-810-8060. California Wealth Advisors See omnystudio.com/listener for privacy information.

People in this episode

Host: Kelley Slaught

Topics covered

• geopolitical events
• personal finance
• retirement planning
• estate planning
• diversification
• tax efficiency

Keywords

• financial control
• retirement plan
• geopolitical impact
• estate planning
• diversification strategies
• tax efficiency

Mentioned in this episode

Organizations: California Wealth Advisors

Places: California

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