A Half Marathon, a Puppy, and a Plan: Family First, Finances Always Part 2 cover art

A Half Marathon, a Puppy, and a Plan: Family First, Finances Always Part 2

A Half Marathon, a Puppy, and a Plan: Family First, Finances Always Part 2

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 This week on Safe Money Strategies, things get personal and a little playful. Kelly and her son William kick off the show with a hilarious update on family life, from Mary Madeline’s impressive half marathon to the upcoming arrival of a new puppy, and a sibling rivalry that reaches new heights with handmade signs and canine custody claims. It’s all in good fun and it’s a reminder that life’s big and little moments are worth planning for. Later in the hour, our team of trusted fiduciary advisors explores strategies to help you stay financially confident at every stage of life. From managing risk and navigating inflation to building income that lasts, we share smart ways to plan ahead, so you can spend more time focusing on the people you love. Whether you’re planning your first 401(k) or preparing for retirement, this hour blends real-life stories with financial clarity and just might make you laugh along the way. Make Safe Money Strategies part of your Saturday night tradition. Have questions or want to schedule a complimentary consultation? Call 888-800-1881 or email kelly@kellyfinancial.org
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