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Saturday Night Safe Money Strategies

Saturday Night Safe Money Strategies

By: WBZ-AM
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About this listen

 For more than two decades, Kelly Kelly has been a trusted and inspiring voice on the AM airwaves - guiding New Englanders through one of life’s most important journeys: planning for retirement. As the CEO of Kelly Financial Services, she leads one of the region’s most respected family-run firms, a registered investment advisor managing over $600 million in assets, with offices in Braintree and Burlington, Massachusetts.

Now, after 20 years on WRKO with Safe Money Strategies, Kelly is bringing her signature warmth, wisdom, and financial expertise to a new home: WBZ NewsRadio, with a fresh and dynamic program - Saturday Night Safe Money Strategies.

This isn’t just another financial show. It’s a heartfelt, empowering conversation about building a secure future - rooted in family, resilience, and real-life experience. Each week, Kelly is joined by her children, Mary Madeline and William Kelly Jr., along with a team of seasoned fiduciary advisors. Together, they offer candid insights and practical strategies to help listeners protect what matters most and retire with confidence.

At its core, this show is about more than money - it’s about legacy. Founded in 2003 by Kelly and her late husband, William A. Kelly (Bill), Kelly Financial was built on timeless values: integrity, hard work, and service. Today, those same principles continue to guide the firm as it helps families navigate everything from income planning and investments to long-term care and estate strategies.

Whether you’re just beginning to think about retirement or already enjoying your golden years, this is your place to learn, reflect, and plan wisely - with a family that treats your future like their own.

Tune in to Saturday Night Safe Money Strategies - where financial peace of mind meets family-first values. Learn more at www.kellyfinancial.org.Copyright WBZ-AM Economics Personal Finance
Episodes
  • The Midnight Test: Who’s Really in Your Corner and Why It Matters for Your Future Pt. 2

    The Midnight Test: Who’s Really in Your Corner and Why It Matters for Your Future Pt. 2
    Aug 31 2025
    This week on Safe Money Strategies, Kelly Kelly and William Kelly Jr. explore the power of true friendship through the lens of the “midnight test” - the simple question of who you could call if life suddenly turned upside down. They share stories of resilience, community, and the bonds that last far beyond material success, reminding us that meaningful relationships are as vital as any financial plan.
    In addition, our team of fiduciary advisors examines how a comprehensive written plan can bring clarity and confidence to your retirement, and why understanding hidden risks is critical to protecting your future. We also take a closer look at the lifestyle and financial realities of continuing care retirement communities. And as always, we close with timeless wisdom from Bill Kelly, whose words continue to guide and inspire.

    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 August 30, 2025
    Show More Show Less
    27 mins
  • The Midnight Test: Who’s Really in Your Corner and Why It Matters for Your Future Pt. 1

    The Midnight Test: Who’s Really in Your Corner and Why It Matters for Your Future Pt. 1
    Aug 31 2025
    This week on Safe Money Strategies, Kelly Kelly and William Kelly Jr. explore the power of true friendship through the lens of the “midnight test” - the simple question of who you could call if life suddenly turned upside down. They share stories of resilience, community, and the bonds that last far beyond material success, reminding us that meaningful relationships are as vital as any financial plan. In addition, our team of fiduciary advisors examines how a comprehensive written plan can bring clarity and confidence to your retirement, and why understanding hidden risks is critical to protecting your future. We also take a closer look at the lifestyle and financial realities of continuing care retirement communities. And as always, we close with timeless wisdom from Bill Kelly, whose words continue to guide and inspire. 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
    Show More Show Less
    25 mins
  • Strength, Strategy, and Legacy PART 2

    Strength, Strategy, and Legacy PART 2
    Aug 24 2025
    On this week’s Safe Money Strategies, Kelly Kelly and her son William open with a real conversation about
    family, health, and staying strong as summer winds down. Then our fiduciary advisors cover the strategies that
    matter most from weighing Roth IRAs against 401(k)s to navigating today’s markets, protecting income, and
    weaving financial security into a lasting family legacy. The hour closes, as always, with timeless wit and
    wisdom from the late Bill Kelly.
    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
    Show More Show Less
    27 mins
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