About this episode

Kelley discusses essential components for a happy retirement, focusing on planning, budgeting, and relationships.

Kelley discusses the essential components of a happy retirement, emphasizing the importance of planning, budgeting, and maintaining strong relationships. She highlights the need for a structured income strategy, the significance of health and wealth, and the necessity of effective communication between partners regarding finances. The conversation also covers practical strategies for managing investments, preparing for emergencies, and navigating tax implications when selling assets. Listeners are encouraged to take proactive steps in their retirement planning to ensure a fulfilling and secure future. 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

• retirement planning
• budgeting
• income strategy
• health and wealth
• investment management
• communication in finances

Keywords

• retirement
• planning
• budgeting
• investments
• health
• wealth
• communication
• tax implications

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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