This week on Safe Money Strategies, Kelly Kelly and her son William share some joyful family news from William’s acceptance to Bryant University to celebrating fifteen years with Kelly Financial advisor Greg Murray. The conversation turns heartfelt as they reflect on community, faith, and the people who lift us up in difficult times.
Plus, Mike Doucette and Greg Workman share a real-life retirement case, showing how one couple turned years of hard work and real estate into steady income they can count on. Mary Madeline Kelly and Greg Murray break down the basics of trusts - when to set one up and how it can bring clarity and peace of mind for your family. Kelly and William return later in the hour to discuss how to build a holiday budget that protects your retirement while keeping the joy in the season. The show closes with timeless wisdom from the late Bill Kelly - words that continue to inspire families across New England.
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 [email protected].