As we close out the year, Kelly and William open the show by reflecting on Christmas, family time, and the gratitude they feel as the year comes to an end. They also take a moment to thank listeners and clients for the incredible response to William’s book, Only the Good Invest Young. From those who requested a complimentary copy to those who purchased the book on Amazon, William shares his appreciation especially as a first-time author and the joy of sending each copy out. The conversation continues with a lighthearted reflection on values that last beyond the holidays, including a childhood story about manners and respect and how strong examples at home can help shape confidence and character for life. Mike Doucette and Greg Workman then help put today’s strong markets into perspective, explaining why thoughtful planning matters most when things are going well and how staying disciplined can help support long-term goals. Mary Madeline Kelly and Greg Murray walk through an important year-end RMD checklist, highlighting what to double-check before December 31st and how to avoid costly mistakes as you head into the new year. When Kelly and William return, they discuss why retirement planning for the year ahead isn’t about perfection, it’s about clarity, confidence, and building financial strategies designed to support the life you want to live in 2026 and beyond. And as always, the hour closes with Wit and Wisdom from the late Bill Kelly, timeless words that continue to inspire and guide.

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.

As we close out the year, Kelly and William open the show by reflecting on Christmas, family time, and the gratitude they feel as the year comes to an end. They also take a moment to thank listeners and clients for the incredible response to William&rsquo;s book, Only the Good Invest Young. From those who requested a complimentary copy to those who purchased the book on Amazon, William shares his appreciation especially as a first-time author and the joy of sending each copy out. The conversation continues with a lighthearted reflection on values that last beyond the holidays, including a childhood story about manners and respect and how strong examples at home can help shape confidence and character for life. Mike Doucette and Greg Workman then help put today&rsquo;s strong markets into perspective, explaining why thoughtful planning matters most when things are going well and how staying disciplined can help support long-term goals. Mary Madeline Kelly and Greg Murray walk through an important year-end RMD checklist, highlighting what to double-check before December 31st and how to avoid costly mistakes as you head into the new year. When Kelly and William return, they discuss why retirement planning for the year ahead isn&rsquo;t about perfection, it&rsquo;s about clarity, confidence, and building financial strategies designed to support the life you want to live in 2026 and beyond. And as always, the hour closes with Wit and Wisdom from the late Bill Kelly, timeless words that continue to inspire and guide.
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

Year-End Perspective: Planning Clearly for the Year Ahead PART 1

https://api.omny.fm/orgs/98a2599f-cd9b-4f2a-9be4-b22c00e585f2/clips/a5f61f9e-6615-45ce-a8f2-b3bc0115900e/transcript

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