EPISODE · May 23, 2025 · 56 MIN

Holistic Retirement Planning

from Kelley's Bull Market News with Kelley Slaught · host Kelley Slaught

Kelley discusses the importance of holistic retirement planning, emphasizing that it encompasses more than just financial assets.  She explains the differences between traditional and holistic planning, the role of technology, and various tax strategies that can enhance retirement outcomes. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com  See omnystudio.com/listener for privacy information.

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This episode is 56 minutes long.

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This episode was published on May 23, 2025.

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