Investment Risks and Longevity

Investment Risks and Longevity

56:39 Apr 11, 2025
About this episode
Kelley talks about the multifaceted challenges of retirement planning, emphasizing the importance of addressing investment risks, inflation, healthcare costs, and market volatility. She highlights the need for proactive financial planning and budgeting to avoid pitfalls such as impulse spending and credit card debt. The discussion also touches on the significance of having a comprehensive financial plan that includes estate planning and diversification of income sources.  Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com  See omnystudio.com/listener for privacy information.
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