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
  • Georgia on Our Mind and Your Money, Too PART 1

    Georgia on Our Mind and Your Money, Too PART 1
    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
    25 m
  • Family First: From Gap Years to Golden Years (Part 2)

    Family First: From Gap Years to Golden Years (Part 2)
    Jul 13 2025
    In this week’s Safe Money Strategies, Kelly and William talk about the power of taking a gap year and how it shaped William’s journey. The team explores how to build a retirement plan - even if you’re getting a late start - why setting healthy financial boundaries with adult children is essential, and what truly sets Kelly Financial apart: real relationships, transparency, and a deep commitment to serving families with integrity. The show closes with a touching legacy segment from the late Bill Kelly that captures the heart of family, purpose, and presence.

    Make Safe Money Strategies part of your Saturday night tradition.
    Más Menos
    27 m
  • Family First: From Gap Years to Golden Years (Part 1)

    Family First: From Gap Years to Golden Years (Part 1)
    Jul 13 2025
    In this week’s Safe Money Strategies, Kelly and William talk about the power of taking a gap year and how it shaped William’s journey. The team explores how to build a retirement plan - even if you’re getting a late start - why setting healthy financial boundaries with adult children is essential, and what truly sets Kelly Financial apart: real relationships, transparency, and a deep commitment to serving families with integrity. The show closes with a touching legacy segment from the late Bill Kelly that captures the heart of family, purpose, and presence.

    Make Safe Money Strategies part of your Saturday night tradition.
    Más Menos
    25 m