Kelly Advisor With Jim Freeman

Episode 18: A Golden Year. Listen, 1971 Was the Greatest Year in Pop Music

1965? 1969? 1973? 1985? Not quite. 1971 was a tipping point, the high water mark — an unrepeatable intersection of musical creativity, technological innovation, naked ambition, and outrageous good fortune.
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Episode 17: The Most Underreported Financial News Story: The US Retirement System is Strong

Everyday, newspapers, websites, and financial tv shows present negative news about the state of Americans’ retirement savings and the American retirement system. Such claims are provably incorrect and represent a version of financial fake news.
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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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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