• Optimizing Your Financial Strategy

  • 2025/01/31
  • 再生時間： 56 分
  • ポッドキャスト

Optimizing Your Financial Strategy

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  • サマリー

  • Kelley discusses essential strategies for achieving a financially healthy retirement. She covers topics such as the importance of budgeting, understanding retirement readiness, optimizing financial strategies, preparing for retirement expenses, managing healthcare costs, eliminating debt, optimizing social security benefits, and reassessing investment portfolios. The discussion emphasizes the need for comprehensive planning and personalized financial advice to ensure a secure and enjoyable retirement.

    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 discusses essential strategies for achieving a financially healthy retirement. She covers topics such as the importance of budgeting, understanding retirement readiness, optimizing financial strategies, preparing for retirement expenses, managing healthcare costs, eliminating debt, optimizing social security benefits, and reassessing investment portfolios. The discussion emphasizes the need for comprehensive planning and personalized financial advice to ensure a secure and enjoyable retirement.

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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