As we close out the year, Kelly and William open the show by reflecting on Christmas, family time, and the gratitude they feel as the year comes to an end. They also take a moment to thank listeners and clients for the incredible response to William’s book, Only the Good Invest Young. From those who requested a complimentary copy to those who purchased the book on Amazon, William shares his appreciation especially as a first-time author and the joy of sending each copy out. The conversation continues with a lighthearted reflection on values that last beyond the holidays, including a childhood story about manners and respect and how strong examples at home can help shape confidence and character for life. Mike Doucette and Greg Workman then help put today’s strong markets into perspective, explaining why thoughtful planning matters most when things are going well and how staying disciplined can help support long-term goals. Mary Madeline Kelly and Greg Murray walk through an important year-end RMD checklist, highlighting what to double-check before December 31st and how to avoid costly mistakes as you head into the new year. When Kelly and William return, they discuss why retirement planning for the year ahead isn’t about perfection, it’s about clarity, confidence, and building financial strategies designed to support the life you want to live in 2026 and beyond. And as always, the hour closes with Wit and Wisdom from the late Bill Kelly, timeless words that continue to inspire and guide.

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.

As we close out the year, Kelly and William open the show by reflecting on Christmas, family time, and the gratitude they feel as the year comes to an end. They also take a moment to thank listeners and clients for the incredible response to William’s book, Only the Good Invest Young. From those who requested a complimentary copy to those who purchased the book on Amazon, William shares his appreciation especially as a first-time author and the joy of sending each copy out. The conversation continues with a lighthearted reflection on values that last beyond the holidays, including a childhood story about manners and respect and how strong examples at home can help shape confidence and character for life. Mike Doucette and Greg Workman then help put today’s strong markets into perspective, explaining why thoughtful planning matters most when things are going well and how staying disciplined can help support long-term goals. Mary Madeline Kelly and Greg Murray walk through an important year-end RMD checklist, highlighting what to double-check before December 31st and how to avoid costly mistakes as you head into the new year. When Kelly and William return, they discuss why retirement planning for the year ahead isn’t about perfection, it’s about clarity, confidence, and building financial strategies designed to support the life you want to live in 2026 and beyond. And as always, the hour closes with Wit and Wisdom from the late Bill Kelly, timeless words that continue to inspire and guide.

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.

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.

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.

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.

See omnystudio.com/listener for privacy information.

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.

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly and William share excitement for the Kelly Financial Toy Drive at both Burlington and Braintree offices with Georgia in the studio and William signing his new book for clients. They talk about Kelly’s year-round personal touches for clients and look forward to welcoming Kelly’s father for Christmas complete with a special new recliner to keep him comfortable.

Mike Doucette and Greg Workman dive into smart inheritance planning, and Mary Madeline Kelly and Greg Murray break down key tax traps to avoid when inheriting retirement accounts. Kelly and William then return to explore how generosity, legacy, and living your values paired with smart tax strategies can help you build a retirement you’re truly proud of. The hour concludes with timeless 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.

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly and William share excitement for the Kelly Financial Toy Drive at both Burlington and Braintree offices with Georgia in the studio and William signing his new book for clients. They talk about Kelly’s year-round personal touches for clients and look forward to welcoming Kelly’s father for Christmas complete with a special new recliner to keep him comfortable.

Mike Doucette and Greg Workman dive into smart inheritance planning, and Mary Madeline Kelly and Greg Murray break down key tax traps to avoid when inheriting retirement accounts. Kelly and William then return to explore how generosity, legacy, and living your values paired with smart tax strategies can help you build a retirement you’re truly proud of. The hour concludes with timeless 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.

See omnystudio.com/listener for privacy information.