Kelley discusses common investment mistakes that individuals make, particularly in the context of retirement planning. She emphasizes the importance of having a strategic plan tailored to individual needs, understanding investment risks and returns, and the significance of diversification. Kelley also addresses the challenges of spending in retirement, the potential pitfalls of real estate investments, and the necessity of balancing risk and return to ensure a stable income in retirement.

Reach Kelley at 800-810-8060.

California Wealth Advisors

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