Saturday Night Safe Money Strategies
Saturday Night Safe Money Strategies
Podcast Description
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.
Podcast Insights
Content Themes
The show focuses on retirement planning, financial wellbeing, and the importance of legacy with episodes covering topics such as gap year experiences, strategies for late starters in retirement planning, and the significance of setting financial boundaries with adult children. For example, the two-part series 'Family First: From Gap Years to Golden Years' reflects on personal journeys and the emotional aspects of planning for the future while emphasizing values like integrity and family connection.
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.
This week on Safe Money Strategies, Kelly Kelly and her son William Kelly Jr. open Forever Young with an inspiring conversation about discipline, purpose, and legacy. William shares how training for his latest powerlifting competition taught him about preparation and perseverance, while Kelly reflects on the early days of The Kelly Zone – the on-air segment William began at age 12 and how those lessons continue to shape his character and drive. Together, they celebrate the importance of family, gratitude, and service as the DAV Radiothon approaches.
Also in this episode:
● Mike Doucette & Greg Workman – Practical strategies for navigating the sale of a highly appreciated asset, helping retirees make tax-smart moves that turn a one-time profit into lasting income.
● Mary Madeline Kelly & Greg Murray – The tax traps of inheriting retirement accounts and how proactive planning can help keep more of your legacy in the family.
● Kelly & William – How generosity and gratitude can create impact and meaning without putting your retirement at risk.
● Wit & Wisdom of Bill Kelly – Closing reflections that continue to guide and inspire our listeners. It’s a heartfelt reminder that staying Forever Young isn’t about age – it’s about courage, commitment, and the values that endure.
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 [email protected].
Disclaimer
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