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.

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&rsquo;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 &amp; 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 &amp; 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.

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.

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.

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...

Saturday Night Safe Money Strategies

Celebrating The Season While Protecting Your Future PART 1

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/c453ea53-1086-432d-a1a9-b3b0010c543c/transcript

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