In this month’s recap: Stocks stumbled as investors worried that the Fed would maintain its…
California Wealth Advisors2024-11-21
Messages from Our Founder
Meet Kelley Slaught of California Wealth Advisors
The Private Client Process – The Four Pillars of Investing
Building Foundations for Financial Wealth
Building Foundations – Annuities
Building Foundations – Income Strategies and Investment Basics
Building Foundations – Traditional Investments
Building Foundations – Intro to Investing
Building Foundations – Non-Traditional Investments
Previous Webinar
Kelley Slaught & Dr. Feeney ACM | Economic Market Update July 2024 Webinar
Kelley Slaught & Saul Dougherty – Cottonwood Communities: Apartment Homes Real Estate Seminar
Allianz Webinar – Chris Ball & Kelley Slaught
February 2024: Pacific Oak Strategic Storage – Rigo Medina & Kelley Slaught
October 2023: BlueRock Capital Markets – Jason VanDusen and Kelley Slaught
July 2023 Webinar: Dr. Feeney Economic Update with Kelley Slaught
Slaught & Robert Bomberg – Catalyst Millburn Hedge Strategy Fund Seminar
November 2022 Webinar: Dr. Joanne Feeney and Kelley Slaught
November 2021 Webinar: Joanne Feeney and Kelley Slaught
Women’s Financial Webinar with Kelley Slaught
Retirement Realities Webinar with Kelley Slaught
Advisors Capital Management Webinar with Dr Feeney (Zoom Recording)
EQIS Webinar with Dr Ken Kim (Zoom Recording)
Dr Joanne Feeney and Kelley Slaught (Webinar Recording – 5/4/2021)
Interviews
Kelley Slaught Interview: A Trusted Financial Advisor
7 Financial Blind Spots: Session 1 | Written Goals
7 Financial Blind Spots: Session 2 | Government Programs and Pensions
7 Financial Blind Spots: Session 3 | Inflation
7 Financial Blind Spots: Session 4 | Taxes
7 Financial Blind Spots: Session 5 | Mortgages
7 Financial Blind Spots: Session 6 | Procrastination
7 Financial Blind Spots: Session 7 | Retirement Age
Consumer Videos
Kelley Slaught – Bull Market News
Kelley Slaught – Mapping Out a Plan
Kelley Slaught – On Track in Retirement
Kelley Slaught – Professional Opinion
Kelley Slaught – Who We Are
Kelley Slaught – Women & Investing
Kelley Slaught of California Wealth Advisors Shares Retirement Income Planning Tips
Kelley Slaught of California Wealth Advisors Discusses Risk in Retirement
Kelley Slaught Profile
Decumulation vs Accumulation
When you decide to retire, you will have to create a monthly income out of the retirement savings you have accumulated. Instead of saving, you’ll be spending; the trick is, how do you keep from running out? It’s a whole different way of dealing with your money!
What is a Fixed-Indexed Annuity
When you decide to retire, you will have to create a monthly income out of the retirement savings you have accumulated. Instead of saving, you’ll be spending; the trick is, how do you keep from running out? It’s a whole different way of dealing with your money!
How RMDs Work
Some people are surprised to find that they have less money saved for retirement than they thought due to RMDs (Required Minimum Distributions) which start at age 72. The money you have in retirement accounts like 401(k)s will be taxed as ordinary income when you take it out.
As 2024 draws to a close, it’s an ideal time to evaluate your financial strategies…
California Wealth Advisors2024-11-20
Thanksgiving brings up many traditions. From watching the Macy's Thanksgiving Day Parade to enjoying family…
California Wealth Advisors2024-11-20
As the weather cools and the days grow shorter, many of us seek ways to…
California Wealth Advisors2024-10-22
October is recognized as Estate Planning Awareness Month, a reminder to reflect on the importance…
California Wealth Advisors2024-10-22
Life insurance is an important part of a comprehensive financial plan. Here are 7 things…
California Wealth Advisors2024-09-18
