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Christmas Conversations, Family Traditions & Smart Retirement Planning (Part 1)

Christmas Conversations, Family Traditions & Smart Retirement Planning (Part 1)

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On this week’s Safe Money Strategies on WBZ, Kelly Kelly and her son William Kelly Jr. bring you thoughtful, practical conversations designed to help families stay grounded and confident as the year comes to a close.

In the Forever Young segment, Kelly and William reflect on Christmas traditions, family moments, and the importance of slowing down during a busy season - sharing a conversation about what truly matters as we look ahead to a new year.

Mike Doucette and Greg Workman break down how holiday spending, seasonal market headlines, and year-end noise can impact retirees and why staying focused on long-term planning is especially important this time of year.

Mary Madeline Kelly and Greg Murray discuss what real financial confidence looks like today, exploring how everyday habits and thoughtful decision-making quietly build long-term stability.

Kelly and William return to talk about healthcare planning in retirement, including Medicare considerations, long-term care conversations, and why planning ahead can help reduce financial stress in the years ahead.

The hour concludes with timeless Wit and Wisdom from the late Bill Kelly reminding us of the values that continue to guide families through every season of life.

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.

See omnystudio.com/listener for privacy information.

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