Kelly Advisor With Jim Freeman

Episode 16: Cyber Security: Self Awareness for Self Protection

The recent cyber attack on Colonial Pipeline renewed focus on cyber crimes. COVID-19 and the rise of cryptocurrencies have fueled a spike in cyber attacks. Learn some easy steps to help protect you, your family, your property, and your money.
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Episode 15: Remember Getting Your First Vinyl Record? Was It A 45? Or an LP, Maybe?

One of the rites of passage for any Baby Boomer was listening, really listening, to music on vinyl. Here’s a secret… it still sounds better!
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Episode 14: How Have Older Workers Fared During the COVID-19 Recession?

The Center for Retirement Research at Boston College released a new brief on the impacts of the pandemic on older workers. The results are fascinating.
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Episode 13: Digital Collectibles and NFTs: “Let’s (Not) Get Physical”

The Non-Fungible Token is the latest crypto rage against the analog machine. Would you buy a digital image for $69 million?
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Episode 12: What’s Your Risk Number?

We all know the risks in everyday life — speeding down the highway, climbing a ladder, eating too much junk food. But what about the risks in your portfolio? Your risk tolerance? Risk can impact your financial goals.
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Episode 11: The Best Business Books. Ever. (Part II)

Books — print, audio, and e-book — are still a great way to share knowledge, inspiration and discoveries. From self-improvement to history to biography to disruption. What’s your favorite business book? Here’s some to consider… old, new, and some surprises.
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Episode 10: The Best Business Books. Ever. (Part I)

Books — print, audio, and e-book — are still a great way to share knowledge, inspiration and discoveries. From self-improvement to history to biography to disruption. What’s your favorite business book? Here’s some to consider… old, new, and some surprises.
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Episode 9: Will Bitcoin Investors Byte Off More Than They Can Chew?

Think You Know A Lot About Bitcoin? You’ll Learn Some Things You Won’t Hear Anywhere Else. Get Smart!
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Episode 8: GameStop or Game Over?: The New Gaming of Wall Street

A Confluence of Events Has Created the GameStop Phenomenon on Wall Street
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Episode 7: Robinhood Financial: From Folklore to Finance. A Modern Day Story

Learn How A Trading App Is The Latest Financial Disruptor
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recession-mockup

Download the guide

Will a Recession Rob Your Retirement?
4 Things to Check Now

4 things to address to help ensure you can weather a drop in the market
This downloadable guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip.

What you'll learn:

  • How to decide how much of your savings should be invested in the market
  • A simple calculation to help determine whether you've saved enough to retire
  • Alternative methods to create income without relying on a volatile stock market