Saturday Night Safe Money Strategies Podcast Por WBZ-AM arte de portada

Saturday Night Safe Money Strategies

Saturday Night Safe Money Strategies

De: WBZ-AM
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For more than two decades, Kelly Kelly has been a trusted and inspiring voice on the AM airwaves - guiding New Englanders through one of life’s most important journeys: planning for retirement. As the CEO of Kelly Financial Services, she leads one of the region’s most respected family-run firms, a registered investment advisor managing over $600 million in assets, with offices in Braintree and Burlington, Massachusetts.

Now, after 20 years on WRKO with Safe Money Strategies, Kelly is bringing her signature warmth, wisdom, and financial expertise to a new home: WBZ NewsRadio, with a fresh and dynamic program - Saturday Night Safe Money Strategies.

This isn’t just another financial show. It’s a heartfelt, empowering conversation about building a secure future - rooted in family, resilience, and real-life experience. Each week, Kelly is joined by her children, Mary Madeline and William Kelly Jr., along with a team of seasoned fiduciary advisors. Together, they offer candid insights and practical strategies to help listeners protect what matters most and retire with confidence.

At its core, this show is about more than money - it’s about legacy. Founded in 2003 by Kelly and her late husband, William A. Kelly (Bill), Kelly Financial was built on timeless values: integrity, hard work, and service. Today, those same principles continue to guide the firm as it helps families navigate everything from income planning and investments to long-term care and estate strategies.

Whether you’re just beginning to think about retirement or already enjoying your golden years, this is your place to learn, reflect, and plan wisely - with a family that treats your future like their own.

Tune in to Saturday Night Safe Money Strategies - where financial peace of mind meets family-first values. Learn more at www.kellyfinancial.org.Copyright WBZ-AM Economía Finanzas Personales
Episodios
  • Bill Kelly’s Hair Salon and Other Life Lessons: Why Planning Matters Part 2

    Bill Kelly’s Hair Salon and Other Life Lessons: Why Planning Matters Part 2
    Jul 27 2025
    In this week’s Safe Money Strategies, Kelly and William open the show with one of their favorite stories - how Bill Kelly, long before founding Kelly Financial, once owned a hair salon. It’s a lighthearted reminder that life takes unexpected turns, and every chapter holds meaning. From there, the conversation turns to why smart
    Financial Planning is essential - whether you’re building momentum in your career or mapping out your next chapter. You’ll also hear from their trusted fiduciary advisors, who break down practical steps for building long-term financial resilience and protecting what you’ve worked hard to earn. The show closes with a timeless segment from the late Bill Kelly, whose wit and wisdom guide our team and hopefully, your family too.
    Make Safe Money Strategies part of your Saturday night tradition.
    Have questions or want to schedule a complimentary consultation? Call 888-800-1881 or email kelly@kellyfinancial.org
    Más Menos
    27 m
  • Bill Kelly’s Hair Salon and Other Life Lessons: Why Planning Matters Part 1

    Bill Kelly’s Hair Salon and Other Life Lessons: Why Planning Matters Part 1
    Jul 27 2025
    In this week’s Safe Money Strategies, Kelly and William open the show with one of their favorite stories - how Bill Kelly, long before founding Kelly Financial, once owned a hair salon. It’s a lighthearted reminder that life takes unexpected turns, and every chapter holds meaning. From there, the conversation turns to why smart
    Financial Planning is essential - whether you’re building momentum in your career or mapping out your next chapter. You’ll also hear from their trusted fiduciary advisors, who break down practical steps for building long-term financial resilience and protecting what you’ve worked hard to earn. The show closes with a timeless segment from the late Bill Kelly, whose wit and wisdom guide our team and hopefully, your family too.
    Make Safe Money Strategies part of your Saturday night tradition.
    Have questions or want to schedule a complimentary consultation? Call 888-800-1881 or email kelly@kellyfinancial.org
    Más Menos
    25 m
  • Georgia on Our Mind and Your Money, Too PART 2

    Georgia on Our Mind and Your Money, Too PART 2
    Jul 20 2025
    In this week’s Safe Money Strategies, Kelly and William kick off the hour with a fun family story about Georgia, their spirited Cairn Terrier, and her journey to becoming a step-tracking social media star. Then it’s all business with smart summer spending strategies, practical guidance for managing seasonal costs, and simple steps to help set meaningful financial goals.Their team of advisors offers a straightforward breakdown of diversification: how it works, why it matters, and how to use it to build long-term financial resilience. You’ll also hear about the One Big Beautiful Bill and what it means for your portfolio. Plus, Bill Kelly’s timeless wit returns with a vivid story from his childhood, reminding us what truly matters in life and legacy. Make Safe Money Strategies part of your Saturday night tradition. Have questions or want to schedule a complimentary consultation? Call 888-800-1881 or email kelly@kellyfinancial.org
    Más Menos
    27 m
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