Kelly Advisor
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All current and past episodes of Kelly Advisor Podcast can be listened to on these platforms:
Episode 44: Will NIL Translate Into New Income and Wealth for Young Athletes?
In 2021, the U.S. Supreme Court ruled that college athletes could in fact be compensated for their name, image, and likeness (“NIL”), rendering moot the idea of their amateur status as unpaid gig workers. It was a landmark decision that already has changed college sport and, some say, will impact financial planning and wealth creation.
Listen & Read More Episode 43:The Emotional and Financial Burdens of “The Sandwich Generation”
The Sandwich Generation is not a specific demographic group. Rather, it represents people who are simultaneously caring for aging loved ones and raising their own children. Estimates suggest 2.5 million Americans fit into this predicament. But with the continuing graying of American, the Sandwich Generation will likely grow much larger.
Listen & Read More Episode 42: The Surprising Status of Late-Boomer and Early Gen-X Wealth
The last Baby Boomer will turn 65 — the age most commonly associated with retirement — in December 2029. And the youngest Gen-Xers are on the cusp of turning 60. Relatively close in age, their respective retirement statuses are surprisingly different.
Listen & Read More Episode 41: Are you prepared for the emotional transition into retirement?
With so much focus on preparing financially for retirement, less time is spent considering the significant emotional considerations of retirement itself, especially the delicate transition from career-lifestyle into retirement-lifestyle.
Listen & Read More Episode 40: January 1, 2030: The Big Bang of Retirement Planning
The last Baby Boomer will turn 65 — the age most commonly thought of as retirement age — on December 31, 2029. The modern retirement planning business is very much a boomer-centric industry. So the dawn of the new decade will bring the most consequential change (in demographics, technology, oversight, and lifestyle behavior) to retirement…
Listen & Read More Episode 39: It’s Not Your Parents’ Retirement Today
Gone are the days of planning retirement solely around a pension and Social Security benefits. The workforce has changed along with financing a secure retirement. Kelly Kelly, president & CEO of Kelly Financial, talks more about 401(k)s and RIAs and their role in retirement planning. An interview based on excerpts from her book, “Retire Your Fear, Plan…
Listen & Read More Episode 38: Longevity: America is growing older, faster.
Living longer is a sign of progress in America. But it is bringing with it new challenges in the medical and financial sectors, not to mention the human challenges for caring for an aging populace. Kelly Kelly, president & CEO of Kelly Financial, talks more about it based on excerpts from her book, “Retire Your Fear, Plan Your Future.”
Listen & Read More Episode 37: Legacy Planning is About the Future, Not the Past
Kelly, president & CEO of Kelly Financial, speaks from personal experience regarding trust and estate planning. Based on a discussion centering on her book, “Retire Your Fear, Plan Your Future,” learn from someone who has been there
Listen & Read More Episode 36: LTC Insurance Is Like A Financial Seatbelt
Long-Term Care Insurance is often overlooked or purposely ignored in retirement planning. It shouldn’t be. Kelly Kelly dispels some myths in a discussion based upon excerpts from her book, “Retire Your Fear, Plan Your Future.”
Listen & Read More Episode 35: Market Volatility is a Permanent Market Reality Today
Recent big bank failures have sparked a new round of market volatility. Kelly Kelly addresses this condition in retirement planning, based upon her book, “Retire Your Fear, Plan Your Future.”
Listen & Read More Download the guide!
Prepare for the future by considering the past.
Gone are the days of planning retirement solely around a pension and Social Security benefits.
Download this 24-page guide learn more about: • Why spouses should work together for an optimal retirement • The unique challenges women face • How a financial professional can help you make wise decisions |