Kelley discusses the importance of working with a financial advisor, the value they bring in terms of personalized financial planning, and the objective decision-making they provide. The conversation covers various topics including financial wisdom, risk management in retirement, and the significance of having a comprehensive financial strategy. Listeners are encouraged to consider their own financial situations and the potential benefits of professional guidance, especially in navigating complex financial landscapes and mitigating risks.

Reach Kelley at 800-810-8060.

California Wealth Advisors

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