This week on Forever Young, Kelly Kelly and her son William share a heartfelt conversation about preparing for the holidays. They reflect on Kelly Financial’s Christmas Drop-By and Toy Drive, the joy of spending time with clients and their families, and the inspiring generosity that filled the room. They also talk about getting ready for Christmas at home and the meaningful traditions that make this season so special.

Mike Doucette and Greg Workman take us into the world of retirement technology explaining how artificial intelligence is already embedded in many portfolios and why smart diversification still matters most for long-term confidence.

Mary Madeline Kelly and Greg Murray highlight the importance of naming a Trusted Contact on your accounts one small step that can provide added protection and peace of mind heading into the new year.

Kelly & William Return: Balancing holiday traditions with smart planning so you can enjoy Christmas without overspending in retirement.

And as always, we end the hour with a bit of Wit & Wisdom from Bill Kelly.

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.

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies,  Kelly and William share excitement for the Kelly Financial Toy Drive at both Burlington and Braintree offices with Georgia in the studio and William signing his new book for clients. They talk about Kelly’s year-round personal touches for clients and look forward to welcoming Kelly’s father for Christmas complete with a special new recliner to keep him comfortable.

Mike Doucette and Greg Workman dive into smart inheritance planning, and Mary Madeline Kelly and Greg Murray break down key tax traps to avoid when inheriting retirement accounts. Kelly and William then return to explore how generosity, legacy, and living your values paired with smart tax strategies can help you build a retirement you’re truly proud of. The hour concludes with timeless Wit & Wisdom from Bill Kelly.

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.

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies,  Kelly and William share excitement for the Kelly Financial Toy Drive at both Burlington and Braintree offices with Georgia in the studio and William signing his new book for clients. They talk about Kelly’s year-round personal touches for clients and look forward to welcoming Kelly’s father for Christmas complete with a special new recliner to keep him comfortable.

Mike Doucette and Greg Workman dive into smart inheritance planning, and Mary Madeline Kelly and Greg Murray break down key tax traps to avoid when inheriting retirement accounts. Kelly and William then return to explore how generosity, legacy, and living your values paired with smart tax strategies can help you build a retirement you’re truly proud of. The hour concludes with timeless Wit & Wisdom from Bill Kelly.

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.

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly Kelly opens the hour with a special Forever Young conversation alongside her son, William Kelly Jr. Together, they reflect on Thanksgiving, the importance of family, and slowing down during the holiday season. William also shares that his book, Only the Good Invest Young, is now available on Amazon and already receiving strong feedback. Kelly invites listeners to the Kelly Financial Holiday Drop-By & Toy Drive on Saturday, December 6 at both the Burlington and Braintree offices, encouraging the community to bring a new, unwrapped toy and help spread holiday cheer.

Later in the program, Mike Doucette and Greg Workman break down what your Thanksgiving table may reveal about rising costs, the Federal Reserve, and inflation’s impact on families and retirees.

Mary Madeline Kelly and Greg Murray walk listeners through a critical year-end task reviewing beneficiary designations to ensure accounts are aligned and loved ones are protected.

Kelly and William return to close the hour with reminders about managing emotional spending, staying alert to cyber threats, and protecting both your heart and your finances this holiday season. The program concludes with meaningful Wit and Wisdom from Bill Kelly.

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.

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly Kelly opens the hour with a special Forever Young conversation alongside her son, William Kelly Jr. Together, they reflect on Thanksgiving, the importance of family, and slowing down during the holiday season. William also shares that his book, Only the Good Invest Young, is now available on Amazon and already receiving strong feedback. Kelly invites listeners to the Kelly Financial Holiday Drop-By & Toy Drive on Saturday, December 6 at both the Burlington and Braintree offices, encouraging the community to bring a new, unwrapped toy and help spread holiday cheer.

Later in the program, Mike Doucette and Greg Workman break down what your Thanksgiving table may reveal about rising costs, the Federal Reserve, and inflation’s impact on families and retirees.

Mary Madeline Kelly and Greg Murray walk listeners through a critical year-end task reviewing beneficiary designations to ensure accounts are aligned and loved ones are protected.

Kelly and William return to close the hour with reminders about managing emotional spending, staying alert to cyber threats, and protecting both your heart and your finances this holiday season. The program concludes with meaningful Wit and Wisdom from Bill Kelly.

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.

See omnystudio.com/listener for privacy information.

 

 

This week on Safe Money Strategies, Kelly Kelly and her son, William Kelly Jr., open Forever Young with a warm, timely conversation about the season of giving. William shares exciting news his new book Only the Good Invest Young is now officially available on Amazon, with in-office copies arriving soon for clients and listeners who would like one. Kelly and William also talk about the Kelly Financial Christmas Toy Drive and the firm’s holiday 11 AM–1 PM drop-in event on Saturday, December 6th at both the Braintree and Burlington offices, where clients and listeners are invited to stop by, bring an unwrapped toy for a child, say hello, and pick up a holiday treat.

From there, Mike Doucette and Greg Workman take a close look at what today’s market environment may mean for retirement portfolios and what smart positioning looks like heading into year-end.

Mary Madeline Kelly and Greg Murray follow with an important update on 401(k) catch-up contributions, explaining what’s changing for 2025 and how those adjustments may factor into long-term retirement planning.

Later in the hour, Kelly and William return with a practical conversation about real-life planning, the kind that gives families clarity, confidence, and continuity across generations.

And as always, the show closes with a meaningful moment of Wit and Wisdom from the late Bill Kelly, stories that continue to inspire the families he served so faithfully.

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.

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly Kelly and her son, William Kelly Jr., open Forever Young with a warm, timely conversation about the season of giving. William shares exciting news his new book Only the Good Invest Young is now officially available on Amazon, with in-office copies arriving soon for clients and listeners who would like one. Kelly and William also talk about the Kelly Financial Christmas Toy Drive and the firm’s holiday 11 AM–1 PM drop-in event on Saturday, December 6th at both the Braintree and Burlington offices, where clients and listeners are invited to stop by, bring an unwrapped toy for a child, say hello, and pick up a holiday treat.

From there, Mike Doucette and Greg Workman take a close look at what today’s market environment may mean for retirement portfolios and what smart positioning looks like heading into year-end.

Mary Madeline Kelly and Greg Murray follow with an important update on 401(k) catch-up contributions, explaining what’s changing for 2025 and how those adjustments may factor into long-term retirement planning.

Later in the hour, Kelly and William return with a practical conversation about real-life planning, the kind that gives families clarity, confidence, and continuity across generations.

And as always, the show closes with a meaningful moment of Wit and Wisdom from the late Bill Kelly, stories that continue to inspire the families he served so faithfully.

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.

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly Kelly and her son William Kelly Jr. open Forever Young with reflections on life’s miracles and challenges and the choice we each have to live with purpose, faith, and connection. William shares exciting news about committing to Bryant University, while Kelly celebrates this milestone as both a mother and mentor.

Later, Kelly and William return to discuss the realities of the sandwich generation, balancing support for aging parents while guiding the next generation toward financial independence.

Then, Mike Doucette and Greg Workman break down smart income strategies for retirees navigating inflation and year-end planning. Mary Madeline Kelly and Greg Murray discuss the outlook for cash, what savers should know as interest rates begin to drop and how to position liquid assets wisely.

Finally, Bill Kelly reminds us what truly matters, from our first breath to our last, in a heartfelt reflection on family, love, and the timeless lessons from Bailey Brook Farm.

 

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.

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly Kelly and her son William Kelly Jr. open Forever Young with reflections on life’s miracles and challenges and the choice we each have to live with purpose, faith, and connection. William shares exciting news about committing to Bryant University, while Kelly celebrates this milestone as both a mother and mentor.

Later, Kelly and William return to discuss the realities of the sandwich generation, balancing support for aging parents while guiding the next generation toward financial independence.

Then, Mike Doucette and Greg Workman break down smart income strategies for retirees navigating inflation and year-end planning. Mary Madeline Kelly and Greg Murray discuss the outlook for cash, what savers should know as interest rates begin to drop and how to position liquid assets wisely.

Finally, Bill Kelly reminds us what truly matters, from our first breath to our last, in a heartfelt reflection on family, love, and the timeless lessons from Bailey Brook Farm.

 

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.

See omnystudio.com/listener for privacy information.