About this episode
Kelley covers mistakes to avoid in your retirement. Some of the mistakes include selling investments in a panic mode, taking on too much risk, and ignoring tax strategies and the cost of healthcare and long-term care. She also points out that a good retirement plan can help you in the transition from accumulation into distribution. She stresses the importance of diversifying assets and separating income from investments. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.
