Tax Strategies and Planning

In this conversation, Kelley Slaught discusses various financial topics including tax strategies for real estate and businesses, retirement planning, common financial mistakes, and the importance of working with trustworthy financial advisors. The discussion emphasizes the need for comprehensive financial planning and the potential pitfalls that individuals may encounter in their financial journeys. Kelley also addresses listener questions, providing insights into managing investments and ensuring financial security. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com    See omnystudio.com/listener for privacy information.