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
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    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
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    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
  • Strength, Strategy, and Legacy PART 1

    Strength, Strategy, and Legacy PART 1
    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
    25 mins
  • Safer Streets, Stronger Plans, and One Fast Dog PART 2

    Safer Streets, Stronger Plans, and One Fast Dog PART 2
    Aug 17 2025
    This week on Safe Money Strategies, Kelly and her son William unpack D.C.’s new crime crackdown, RFK Jr.’s push for fairer health coverage, and a few family wins including their Cairn Terrier Georgia’s unbelievable step count. Later, our financial experts cut through the market’s roughest months, show the sandwich generation how to protect their own retirement, and share a 10-year and 5-year checklist to keep your plan on track - ending with timeless 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
    Show More Show Less
    27 mins
  • Safer Streets, Stronger Plans, and One Fast Dog PART 1

    Safer Streets, Stronger Plans, and One Fast Dog PART 1
    Aug 17 2025
    This week on Safe Money Strategies, Kelly and her son William unpack D.C.’s new crime crackdown, RFK Jr.’s push for fairer health coverage, and a few family wins including their Cairn Terrier Georgia’s unbelievable step count. Later, our financial experts cut through the market’s roughest months, show the sandwich generation how to protect their own retirement, and share a 10-year and 5-year checklist to keep your plan on track - ending with timeless 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
    Show More Show Less
    25 mins
  • 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
    Aug 10 2025
    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
    Show More Show Less
    27 mins
  • A Half Marathon, a Puppy, and a Plan: Family First, Finances Always Part 1

    A Half Marathon, a Puppy, and a Plan: Family First, Finances Always Part 1
    Aug 10 2025
    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
    Show More Show Less
    25 mins