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.
The Fatal Mistake: Burying Your Talents PART 2
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
Financial Discipline, Global Trade & Medicare in Retirement PART 2
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.
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.
Financial Discipline, Global Trade & Medicare in Retirement PART 1
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.
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.
Faith, Family, and Forward Thinking PART 2
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
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
Faith, Family, and Forward Thinking PART 1
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
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
Only the Good Invest Young: Wisdom Across Generations PART 1
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
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
Only the Good Invest Young: Wisdom Across Generations PART 2
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
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
Safe Money Strategies - From Financial Fears to Confidence PART 2
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
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
Safe Money Strategies - From Financial Fears to Confidence PART 1
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
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