Kelly Advisor With Jim Freeman

Episode 22: Will $70 Trillion in Generational Wealth Transfer Occur, as Predicted? 

In the next 20 years it is expected that $70 trillion in wealth will be distributed from the Silent Gen and Baby Boomers to heirs and charities, mostly in the Gen X and Millennial generations. It would be the largest reallocation of wealth in history were it to unfold as predicted. Fasten your seatbelts before departure.
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Episode 21: Will the Biden Tax Proposals Impact Your Finances?

President Biden has had a rough summer with heat waves, hurricanes, wildfires, vaccine arguments, the Afghanistan withdrawal and higher inflation. Now, with autumn here, he faces another test: His administration has announced a number of tax proposals to fund new government investments such as infrastructure, education, and family programs as part of the Build Back…
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Episode 20: Are We Heading Back to 1970s-Style Stagflation?

Ah… leisure suits, gas lines, Watergate, browns and burnt oranges. Disco and discontent. And don’t forget the economic malaise of stagflation. The 1970s. Some believe, nearly fifty years later, that we are returning to high inflation and low growth. There’s no jive-talkin’ here. Listen here for some insights as we go back in time. Can you dig…
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Episode 19: Why You Should Care About Bonds Even if You Don’t Own Them

“No Respect.” The bond market is like the Rodney Dangerfield of the capital markets. It doesn’t get the respect it deserves. Stocks may be sexy, but bonds are serious.
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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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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