Kelley Slaught discusses the impending wealth transfer from baby boomers to younger generations, emphasizing the importance of financial literacy, especially for women and millennials. She highlights the need for cultural competence in financial planning and the significance of having a professional wealth manager. The discussion also covers common retirement savings missteps, catch-up opportunities for late savers, and strategies for balancing risk and reward in investments.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

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