About this episode

Kelley Slaught discusses the complexities of retirement planning and the importance of managing expectations and communication.

Kelley Slaught discusses the complexities of retirement planning, emphasizing the importance of managing expectations, budgeting, and preparing for unexpected expenses. She highlights the psychological shifts that occur in retirement, the need for clear communication between partners, and the significance of having a shared financial plan. Kelley also addresses common retirement risks, the importance of flexibility in financial strategies, and answers listener questions about various financial topics. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com   See omnystudio.com/listener for privacy information.

People in this episode

Host: Kelley Slaught

Topics covered

• financial planning
• retirement
• budgeting
• expectations management
• financial strategies
• communication

Keywords

• retirement planning
• budgeting
• financial strategies
• unexpected expenses
• psychological shifts
• retirement risks

Mentioned in this episode

Organizations: California Wealth Advisors, omnystudio.com

Places: California

More episodes of Kelley's Bull Market News with Kelley Slaught

• Risks to Avoid in Retirement · April 17, 2026 · 56 min
• Financial Red Flags · April 10, 2026 · 56 min
• Gain Financial Control · April 3, 2026 · 56 min
• Retirement Myths Debunked by Kelly · March 27, 2026 · 56 min
• Emotional and Financial Strategies for Retirement Success · March 20, 2026 · 56 min
• Are You Prepared For The Retirement Transition? · March 13, 2026 · 57 min

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