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RESOURCES

Building Foundations for Financial Wealth

Traditional Investments Webinar

Building Foundations For Financial Wealth Webinar

Non-Traditional Investments Webinar

Previous Webinar

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.

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