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
  • Financial Discipline, Global Trade & Medicare in Retirement PART 1

    Financial Discipline, Global Trade & Medicare in Retirement PART 1
    Sep 28 2025
    This week on Safe Money Strategies, Kelly and her son, William, reflect on the pace of life and family moments, then share their excitement for the upcoming October 15th iHeartMedia event with Jeff Kuhner - an afternoon of food, fun, and a behind-the-scenes studio tour. William will also preview his forthcoming book, Only the Good Invest Young, a project designed to spark cross-generational conversations about financial discipline and long-term planning. Their conversation underscores why these principles matter now more than ever. The Kelly advisors continue with timely insights on how tariffs and global trade policies ripple through everyday spending and investment portfolios, and why health care and Medicare planning remain critical parts of a secure retirement. The hour closes with the enduring wit and wisdom of Bill Kelly, whose words continue to guide and inspire across generations.

    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
  • Financial Discipline, Global Trade & Medicare in Retirement PART 2

    Financial Discipline, Global Trade & Medicare in Retirement PART 2
    Sep 28 2025
    This week on Safe Money Strategies, Kelly and her son, William, reflect on the pace of life and family moments, then share their excitement for the upcoming October 15th iHeartMedia event with Jeff Kuhner - an afternoon of food, fun, and a behind-the-scenes studio tour. William will also preview his forthcoming book, Only the Good Invest Young, a project designed to spark cross-generational conversations about financial discipline and long-term planning. Their conversation underscores why these principles matter now more than ever. The Kelly advisors continue with timely insights on how tariffs and global trade policies ripple through everyday spending and investment portfolios, and why health care and Medicare planning remain critical parts of a secure retirement. The hour closes with the enduring wit and wisdom of Bill Kelly, whose words continue to guide and inspire across generations.

    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
  • Faith, Family, and Forward Thinking PART 1

    Faith, Family, and Forward Thinking PART 1
    Sep 21 2025
    Kelly and William Kelly open this week’s Forever Young with heartfelt gratitude for the clients they consider family, celebrating the values of faith and community that remain at the core of Kelly Financial Services. William shares a moving tribute to the late Charlie Kirk, reflecting on his impact on young generations and the call for unity and critical thinking across divides.
    Our advisors follow with important insights:
    ● Six Social Security changes coming in 2026 and how to prepare.
    ● Artificial intelligence and the infrastructure shaping new opportunities for investors.
    ● Why life insurance is more than coverage - it can be a powerful tool for liquidity, protection, and legacy.
    The hour closes with the timeless wit and wisdom of the late Bill Kelly, whose words continue to inspire across generations.
    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
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