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...Full Bio
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.
Strength, Legacy & the Spirit of Forever Young PART 1
Strength, Legacy & the Spirit of Forever Young PART 2
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 kelly@kellyfinancial.org.
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 kelly@kellyfinancial.org.
Community, Family & Faith: Staying Forever Young PART 2
This week on Safe Money Strategies, Kelly Kelly and her son William share some joyful family news from William’s acceptance to Bryant University to celebrating fifteen years with Kelly Financial advisor Greg Murray. The conversation turns heartfelt as they reflect on community, faith, and the people who lift us up in difficult times.
Plus, Mike Doucette and Greg Workman share a real-life retirement case, showing how one couple turned years of hard work and real estate into steady income they can count on. Mary Madeline Kelly and Greg Murray break down the basics of trusts - when to set one up and how it can bring clarity and peace of mind for your family. Kelly and William return later in the hour to discuss how to build a holiday budget that protects your retirement while keeping the joy in the season. The show closes with timeless wisdom from the late Bill Kelly - words that continue to inspire families across New England.
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.
Plus, Mike Doucette and Greg Workman share a real-life retirement case, showing how one couple turned years of hard work and real estate into steady income they can count on. Mary Madeline Kelly and Greg Murray break down the basics of trusts - when to set one up and how it can bring clarity and peace of mind for your family. Kelly and William return later in the hour to discuss how to build a holiday budget that protects your retirement while keeping the joy in the season. The show closes with timeless wisdom from the late Bill Kelly - words that continue to inspire families across New England.
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.
Community, Family & Faith: Staying Forever Young PART 1
This week on Safe Money Strategies, Kelly Kelly and her son William share some joyful family news from William’s acceptance to Bryant University to celebrating fifteen years with Kelly Financial advisor Greg Murray. The conversation turns heartfelt as they reflect on community, faith, and the people who lift us up in difficult times.
Plus, Mike Doucette and Greg Workman share a real-life retirement case, showing how one couple turned years of hard work and real estate into steady income they can count on. Mary Madeline Kelly and Greg Murray break down the basics of trusts - when to set one up and how it can bring clarity and peace of mind for your family. Kelly and William return later in the hour to discuss how to build a holiday budget that protects your retirement while keeping the joy in the season. The show closes with timeless wisdom from the late Bill Kelly - words that continue to inspire families across New England.
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.
Plus, Mike Doucette and Greg Workman share a real-life retirement case, showing how one couple turned years of hard work and real estate into steady income they can count on. Mary Madeline Kelly and Greg Murray break down the basics of trusts - when to set one up and how it can bring clarity and peace of mind for your family. Kelly and William return later in the hour to discuss how to build a holiday budget that protects your retirement while keeping the joy in the season. The show closes with timeless wisdom from the late Bill Kelly - words that continue to inspire families across New England.
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.
Gratitude, Legacy & Financial Confidence PART 2
This week on Forever Young, Kelly Kelly and her son William Kelly Jr. reflect on an extraordinary afternoon at the iHeartMedia Studios, where Kelly Financial Services joined WRKO’s Jeff Kuhner for a live event hosted by iHeartMedia. The gathering was filled with gratitude, legacy, and laughter - a heartfelt reminder of how faith, family, and purpose continue to guide the Kelly Financial mission. Kelly and William share personal reflections on that special day with Jeff Kuhner, John Budris, and Mary Madeline Kelly, recalling how their 13-year friendship with Jeff and his wife, Grace Vuoto, has deepened over time. Their conversation blends heartfelt memories with forward-looking optimism - proof that the best partnerships grow from shared values and trust. The program also highlights a special moment from John Budris’ announcement - his plan to transform his longtime family home into a place of peace and care for those nearing life’s end, dedicating a wing of that home to the William A. Kelly family - a beautiful gesture of friendship, compassion, and lasting legacy.
During the live event, Kelly Financial’s fiduciary team shared their own reflections on the firm’s culture and mission.
• Mike Doucette, Chief Operating Officer, spoke about the firm’s 98% client retention rate - a testament to the trust and relationships Kelly Financial has built over more than two decades.
• Greg Workman reflected on what makes Kelly Financial different, emphasizing the peace of mind that comes from being part of a team focused on service rather than sales - a place where advisors can truly put clients first.
• Greg Murray shared a moving tribute to Bill Kelly, recalling how Bill mentored him in his early years and inspired the purpose that still drives his work today, more than 15 years later.
Later in the show, Mike Doucette and Greg Workman present a powerful case study illustrating how thoughtful income and protection strategies can bring lasting peace of mind, while Mary Madeline Kelly and Greg Murray
take on the timely question, “Should you ever invest in gold or crypto?” offering listeners practical insight into where these alternative assets may, or may not, fit within a sound retirement plan. Kelly and William then explore the theme of momentum - how steady, thoughtful action turns financial confidence into lifelong progress - before the program concludes with The Wit and Wisdom of Bill Kelly, a timeless reminder of the values that continue to shape Kelly Financial Services today.
It’s an inspiring blend of gratitude, insight, and guidance - where every story, from the studio to the stage,
reminds us that true financial confidence begins with faith, family, and purpose.
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.
During the live event, Kelly Financial’s fiduciary team shared their own reflections on the firm’s culture and mission.
• Mike Doucette, Chief Operating Officer, spoke about the firm’s 98% client retention rate - a testament to the trust and relationships Kelly Financial has built over more than two decades.
• Greg Workman reflected on what makes Kelly Financial different, emphasizing the peace of mind that comes from being part of a team focused on service rather than sales - a place where advisors can truly put clients first.
• Greg Murray shared a moving tribute to Bill Kelly, recalling how Bill mentored him in his early years and inspired the purpose that still drives his work today, more than 15 years later.
Later in the show, Mike Doucette and Greg Workman present a powerful case study illustrating how thoughtful income and protection strategies can bring lasting peace of mind, while Mary Madeline Kelly and Greg Murray
take on the timely question, “Should you ever invest in gold or crypto?” offering listeners practical insight into where these alternative assets may, or may not, fit within a sound retirement plan. Kelly and William then explore the theme of momentum - how steady, thoughtful action turns financial confidence into lifelong progress - before the program concludes with The Wit and Wisdom of Bill Kelly, a timeless reminder of the values that continue to shape Kelly Financial Services today.
It’s an inspiring blend of gratitude, insight, and guidance - where every story, from the studio to the stage,
reminds us that true financial confidence begins with faith, family, and purpose.
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.
Gratitude, Legacy & Financial Confidence PART 1
This week on Forever Young, Kelly Kelly and her son William Kelly Jr. reflect on an extraordinary afternoon at the iHeartMedia Studios, where Kelly Financial Services joined WRKO’s Jeff Kuhner for a live event hosted by iHeartMedia. The gathering was filled with gratitude, legacy, and laughter - a heartfelt reminder of how faith, family, and purpose continue to guide the Kelly Financial mission. Kelly and William share personal reflections on that special day with Jeff Kuhner, John Budris, and Mary Madeline Kelly, recalling how their 13-year friendship with Jeff and his wife, Grace Vuoto, has deepened over time. Their conversation blends heartfelt memories with forward-looking optimism - proof that the best partnerships grow from shared values and trust. The program also highlights a special moment from John Budris’ announcement - his plan to transform his longtime family home into a place of peace and care for those nearing life’s end, dedicating a wing of that home to the William A. Kelly family - a beautiful gesture of friendship, compassion, and lasting legacy.
During the live event, Kelly Financial’s fiduciary team shared their own reflections on the firm’s culture and mission.
• Mike Doucette, Chief Operating Officer, spoke about the firm’s 98% client retention rate - a testament to the trust and relationships Kelly Financial has built over more than two decades.
• Greg Workman reflected on what makes Kelly Financial different, emphasizing the peace of mind that comes from being part of a team focused on service rather than sales - a place where advisors can truly put clients first.
• Greg Murray shared a moving tribute to Bill Kelly, recalling how Bill mentored him in his early years and inspired the purpose that still drives his work today, more than 15 years later.
Later in the show, Mike Doucette and Greg Workman present a powerful case study illustrating how thoughtful income and protection strategies can bring lasting peace of mind, while Mary Madeline Kelly and Greg Murray
take on the timely question, “Should you ever invest in gold or crypto?” offering listeners practical insight into where these alternative assets may, or may not, fit within a sound retirement plan. Kelly and William then explore the theme of momentum - how steady, thoughtful action turns financial confidence into lifelong progress - before the program concludes with The Wit and Wisdom of Bill Kelly, a timeless reminder of the values that continue to shape Kelly Financial Services today.
It’s an inspiring blend of gratitude, insight, and guidance - where every story, from the studio to the stage,
reminds us that true financial confidence begins with faith, family, and purpose.
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.
During the live event, Kelly Financial’s fiduciary team shared their own reflections on the firm’s culture and mission.
• Mike Doucette, Chief Operating Officer, spoke about the firm’s 98% client retention rate - a testament to the trust and relationships Kelly Financial has built over more than two decades.
• Greg Workman reflected on what makes Kelly Financial different, emphasizing the peace of mind that comes from being part of a team focused on service rather than sales - a place where advisors can truly put clients first.
• Greg Murray shared a moving tribute to Bill Kelly, recalling how Bill mentored him in his early years and inspired the purpose that still drives his work today, more than 15 years later.
Later in the show, Mike Doucette and Greg Workman present a powerful case study illustrating how thoughtful income and protection strategies can bring lasting peace of mind, while Mary Madeline Kelly and Greg Murray
take on the timely question, “Should you ever invest in gold or crypto?” offering listeners practical insight into where these alternative assets may, or may not, fit within a sound retirement plan. Kelly and William then explore the theme of momentum - how steady, thoughtful action turns financial confidence into lifelong progress - before the program concludes with The Wit and Wisdom of Bill Kelly, a timeless reminder of the values that continue to shape Kelly Financial Services today.
It’s an inspiring blend of gratitude, insight, and guidance - where every story, from the studio to the stage,
reminds us that true financial confidence begins with faith, family, and purpose.
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.
Fall Finances and Family Talk: The October Check-Up and What's Next from the Fed (Part 2)
This week on Safe Money Strategies, Kelly and William open the show with Forever Young - a warm, lighthearted conversation about family life, featuring stories about a new puppy, a few laughs about sibling rivalry, and the moments that remind us what really matters. It's a fun and relatable start to an hour that balances family, finances, and fall reflection.
Then, our advisors tum their focus to what's next from the Federal Reserve. They discuss the upcoming October meeting and what potential rate cuts could mean for inflation, the job market, and your investments as we move toward year-end.
Later, the discussion shifts to one of the most important questions for retirees - how to make your money last a lifetime. The team explores strategies to help protect against outliving your savings and create reliable income in retirement.
Kelly and William close the show with The October Check-Up - a timely look at how to get your finances ready for the end of the year, plus thoughtful insight on how parents and grandparents can start meaningful family conversations about money and values.
The hour concludes with Wit and Wisdom from Bill Kelly, honoring his timeless words and lasting 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.
Then, our advisors tum their focus to what's next from the Federal Reserve. They discuss the upcoming October meeting and what potential rate cuts could mean for inflation, the job market, and your investments as we move toward year-end.
Later, the discussion shifts to one of the most important questions for retirees - how to make your money last a lifetime. The team explores strategies to help protect against outliving your savings and create reliable income in retirement.
Kelly and William close the show with The October Check-Up - a timely look at how to get your finances ready for the end of the year, plus thoughtful insight on how parents and grandparents can start meaningful family conversations about money and values.
The hour concludes with Wit and Wisdom from Bill Kelly, honoring his timeless words and lasting 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.
Fall Finances and Family Talk: The October Check-Up and What's Next from the Fed (Part 1)
This week on Safe Money Strategies, Kelly and William open the show with Forever Young - a warm, lighthearted conversation about family life, featuring stories about a new puppy, a few laughs about sibling rivalry, and the moments that remind us what really matters. It's a fun and relatable start to an hour that balances family, finances, and fall reflection.
Then, our advisors tum their focus to what's next from the Federal Reserve. They discuss the upcoming October meeting and what potential rate cuts could mean for inflation, the job market, and your investments as we move toward year-end.
Later, the discussion shifts to one of the most important questions for retirees - how to make your money last a lifetime. The team explores strategies to help protect against outliving your savings and create reliable income in retirement.
Kelly and William close the show with The October Check-Up - a timely look at how to get your finances ready for the end of the year, plus thoughtful insight on how parents and grandparents can start meaningful family conversations about money and values.
The hour concludes with Wit and Wisdom from Bill Kelly, honoring his timeless words and lasting 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.
Then, our advisors tum their focus to what's next from the Federal Reserve. They discuss the upcoming October meeting and what potential rate cuts could mean for inflation, the job market, and your investments as we move toward year-end.
Later, the discussion shifts to one of the most important questions for retirees - how to make your money last a lifetime. The team explores strategies to help protect against outliving your savings and create reliable income in retirement.
Kelly and William close the show with The October Check-Up - a timely look at how to get your finances ready for the end of the year, plus thoughtful insight on how parents and grandparents can start meaningful family conversations about money and values.
The hour concludes with Wit and Wisdom from Bill Kelly, honoring his timeless words and lasting 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.
The Fatal Mistake: Burying Your Talents PART 2
This week on Safe Money Strategies, Kelly and William Kelly open up in Forever Young with family updates, puppy tales, and a candid look at William’s upcoming book, Only the Good Invest Young. William explains why burying your “talents” - a biblical term for money currency - is one of the greatest financial mistakes anyone can make. True growth requires wisdom, stewardship, and the courage to embrace risk.
Our Kelly Financial Advisors carry that idea into practical strategy:
● Breaking down the latest market moves and how the new “Big Beautiful Bill” could affect retirees and families.
● Exploring the retirement income gap - what it is, why it matters, and smart strategies to help make your money last.
● Kelly and William also highlight the unique challenges women face in retirement and how to plan for lasting financial security and independence.
The hour closes with the wit and wisdom of Bill Kelly, a listener favorite and a tradition we’re proud to continue here. His reflections on his grandfather’s perseverance through the crash of 1932 offer timeless lessons for 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
Our Kelly Financial Advisors carry that idea into practical strategy:
● Breaking down the latest market moves and how the new “Big Beautiful Bill” could affect retirees and families.
● Exploring the retirement income gap - what it is, why it matters, and smart strategies to help make your money last.
● Kelly and William also highlight the unique challenges women face in retirement and how to plan for lasting financial security and independence.
The hour closes with the wit and wisdom of Bill Kelly, a listener favorite and a tradition we’re proud to continue here. His reflections on his grandfather’s perseverance through the crash of 1932 offer timeless lessons for 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
The Fatal Mistake: Burying Your Talents PART 1
This week on Safe Money Strategies, Kelly and William Kelly open up in Forever Young with family updates, puppy tales, and a candid look at William’s upcoming book, Only the Good Invest Young. William explains why burying your “talents” - a biblical term for money currency - is one of the greatest financial mistakes anyone can make. True growth requires wisdom, stewardship, and the courage to embrace risk.
Our Kelly Financial Advisors carry that idea into practical strategy:
● Breaking down the latest market moves and how the new “Big Beautiful Bill” could affect retirees and families.
● Exploring the retirement income gap - what it is, why it matters, and smart strategies to help make your money last.
● Kelly and William also highlight the unique challenges women face in retirement and how to plan for lasting financial security and independence.
The hour closes with the wit and wisdom of Bill Kelly, a listener favorite and a tradition we’re proud to continue here. His reflections on his grandfather’s perseverance through the crash of 1932 offer timeless lessons for 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
Our Kelly Financial Advisors carry that idea into practical strategy:
● Breaking down the latest market moves and how the new “Big Beautiful Bill” could affect retirees and families.
● Exploring the retirement income gap - what it is, why it matters, and smart strategies to help make your money last.
● Kelly and William also highlight the unique challenges women face in retirement and how to plan for lasting financial security and independence.
The hour closes with the wit and wisdom of Bill Kelly, a listener favorite and a tradition we’re proud to continue here. His reflections on his grandfather’s perseverance through the crash of 1932 offer timeless lessons for 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