Listen. Learn. Live.
Your source for the latest on life’s currents, your currency and everything in between.
All current and past episodes of Kelly Advisor Podcast can be listened to on these platforms:
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 →
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 →
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 →
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 →
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 →
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 →
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 →
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 thereListen & Read More →
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 →
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