• Investment Risks and Longevity

  • 2025/04/11
  • 再生時間： 57 分
  • ポッドキャスト

Investment Risks and Longevity

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  • 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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あらすじ・解説

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.
続きを読む 一部表示

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