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
  • Faith, Family, and Forward Thinking PART 2

    Faith, Family, and Forward Thinking PART 2
    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
    27 m
  • Only the Good Invest Young: Wisdom Across Generations PART 2

    Only the Good Invest Young: Wisdom Across Generations PART 2
    Sep 14 2025
    This week on Safe Money Strategies, Kelly and William Kelly sit down for a heartfelt Forever
    Young conversation about William’s first book, Only the Good Invest Young. Written for Gen
    Z but designed to spark dialogue across generations, the book blends practical financial
    lessons with golden nuggets of wisdom from successful entrepreneurs and leaders William
    personally interviewed. It’s a guide for young adults stepping into the world of money, but
    also a resource parents and grandparents can share with their families to start real
    conversations about financial choices that last a lifetime.
    From there, the program turns to retirement fundamentals, including smart 401(k) rollover
    strategies, and then into life’s most important protections - the need for powers of attorney
    and healthcare proxies. The hour closes with Bill Kelly’s enduring wit and wisdom,
    reminding us that financial planning is about more than money - it’s about family,
    preparedness, 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
  • Only the Good Invest Young: Wisdom Across Generations PART 1

    Only the Good Invest Young: Wisdom Across Generations PART 1
    Sep 14 2025
    This week on Safe Money Strategies, Kelly and William Kelly sit down for a heartfelt Forever
    Young conversation about William’s first book, Only the Good Invest Young. Written for Gen
    Z but designed to spark dialogue across generations, the book blends practical financial
    lessons with golden nuggets of wisdom from successful entrepreneurs and leaders William
    personally interviewed. It’s a guide for young adults stepping into the world of money, but
    also a resource parents and grandparents can share with their families to start real
    conversations about financial choices that last a lifetime.
    From there, the program turns to retirement fundamentals, including smart 401(k) rollover
    strategies, and then into life’s most important protections - the need for powers of attorney
    and healthcare proxies. The hour closes with Bill Kelly’s enduring wit and wisdom,
    reminding us that financial planning is about more than money - it’s about family,
    preparedness, 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
  • Safe Money Strategies - From Financial Fears to Confidence PART 1

    Safe Money Strategies - From Financial Fears to Confidence PART 1
    Sep 7 2025
    This week on Safe Money Strategies, Kelly Kelly and her son William explore how simple brain-boosting habits can strengthen both your outlook and your future. From small daily choices to long-term planning, the conversation sets the tone for a show that’s about more than numbers - it’s about living with clarity and purpose. The Kelly Financial Services team of fiduciary advisors then turns to timely financial concerns: how to turn confusion into confidence, protect emergency cash, and create reliable streams of retirement income. They also take on the fears many families share about money, offering practical steps for reducing anxiety and replacing uncertainty with peace of mind. For more than 22 years, Kelly Financial has guided New England families through retirement with trusted strategies and a personal touch. This week’s program blends family conversation with professional insight, reminding listeners that protecting the life you’ve built means preparing wisely for tomorrow while cherishing the people you love today.
    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
  • Safe Money Strategies - From Financial Fears to Confidence PART 2

    Safe Money Strategies - From Financial Fears to Confidence PART 2
    Sep 7 2025
    This week on Safe Money Strategies, Kelly Kelly and her son William explore how simple brain-boosting habits can strengthen both your outlook and your future. From small daily choices to long-term planning, the conversation sets the tone for a show that’s about more than numbers - it’s about living with clarity and purpose. The Kelly Financial Services team of fiduciary advisors then turns to timely financial concerns: how to turn confusion into confidence, protect emergency cash, and create reliable streams of retirement income. They also take on the fears many families share about money, offering practical steps for reducing anxiety and replacing uncertainty with peace of mind. For more than 22 years, Kelly Financial has guided New England families through retirement with trusted strategies and a personal touch. This week’s program blends family conversation with professional insight, reminding listeners that protecting the life you’ve built means preparing wisely for tomorrow while cherishing the people you love today.
    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