End-of-Year Wealth Strategies

End-of-Year Wealth Strategies

56:10 Dec 12, 2025
About this episode
Kelley discusses various financial strategies for retirement planning, emphasizing the importance of making end-of-year financial moves, creating sustainable income plans, and addressing the needs of late starters. The discussion also includes listener questions, providing insights into real estate investing, managing high-interest debt, and the significance of diversification in a financial portfolio. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com  See omnystudio.com/listener for privacy information.
Select an episode
0:00 0:00