This week on Forever Young, Kelly Kelly and her son William share a heartfelt conversation about preparing for the holidays. They reflect on Kelly Financial’s Christmas Drop-By and Toy Drive, the joy of spending time with clients and their families, and the inspiring generosity that filled the room. They also talk about getting ready for Christmas at home and the meaningful traditions that make this season so special.

Mike Doucette and Greg Workman take us into the world of retirement technology explaining how artificial intelligence is already embedded in many portfolios and why smart diversification still matters most for long-term confidence.

Mary Madeline Kelly and Greg Murray highlight the importance of naming a Trusted Contact on your accounts one small step that can provide added protection and peace of mind heading into the new year.

Kelly & William Return: Balancing holiday traditions with smart planning so you can enjoy Christmas without overspending in retirement.

And as always, we end the hour with a bit of Wit & Wisdom from Bill Kelly.

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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