The Joy of Giving While Living

Kelley Slaught discusses the importance of giving while living, exploring how retirees can share their wealth joyfully and strategically. The conversation transitions into the bucket strategy for income generation, emphasizing the need for a diversified approach to retirement planning. Kelley also revisits the 4% rule for retirement withdrawals, questioning its relevance in today's financial landscape. The episode concludes with listener questions, addressing various financial strategies and tax-saving opportunities. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com  See omnystudio.com/listener for privacy information.