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.

This week on Safe Money Strategies,&nbsp; 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&rsquo;s year-round personal touches for clients and look forward to welcoming Kelly&rsquo;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&rsquo;re truly proud of. The hour concludes with timeless 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

Holiday Giving & Family Moments PART 2

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/cdb7678a-94b4-4655-9d76-b3aa01216c9e/transcript

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