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.

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 &amp; 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&rsquo;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.

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

Gratitude, Giving & Looking Ahead PART 1

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/395358a3-2227-4b08-a65a-b39f016c75f2/transcript

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