Kelly Advisor Podcast episodes:

• March 04, 2022Episode 24: Why Social Security is More Stable Than You Think

  1. Learn how Social Security is actually funded.
  2. The 6.2 percent Social Security payroll tax has been constant since 1991. Is it time to change that?  
  3. The solution to future funding gaps may in fact be a blend of boosting revenue to the system and slowing down benefit payments. 

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• January 28, 2022Episode 23: Dr. Mollie James, DO: Pandemic Patient, Doctor, and Activist

  1. Dr. James contracted the coronavirus before many Americans had even heard of it and spent time thereafter on the front lines in the ICU in New York City just as the pandemic took its grip of the city and the country.
  2. Has the pandemic politicized medicine in America?
  3. In the midst of the chaos, Dr. James created her own model and her own enterprise to serve patients with an emphasis on early out-patient treatment.

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• December 02, 2021Episode 22: Will $70 Trillion in Generational Wealth Transfer Occur, as Predicted?

  1. Demographics is destiny. Shifts in demographic power will be seismic. 
  2. Will poor savings, healthcare costs, looming Social Security challenges, and high debt loads absorb much of the great transfer?
  3. With so much change over the horizon, the retirement planning space will radically change. 

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• September 29, 2021Episode 21: Will the Biden Tax Proposals Impact Your Finances?

  1. Breaking down individual and corporate tax rates slated for change. 
  2. A 900-page proposal... Has anyone in government really read all of it? 
  3. Will the enactment of higher taxes amidst a fragile economic recovery ultimately contribute to stagflation? 

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• August 19, 2021Episode 20: Are We Heading Back to 1970s-Style Stagflation?

  1. On August 15, 1971 President Nixon gave a speech that was a catalyst for stagflation.
  2. Parallels: The oil embargo of 1973 was a shock to the system that, combined with bad monetary policy, brought about economic misery. Is the pandemic the same kind of shock in 2021, along with questionable modern-day monetary policy, that will beget similar conditions? 
  3. Watch the bond market on where it thinks inflation is heading. 

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• August 11, 2021Episode 19: Why You Should Care About Bonds Even if You Don't Own Them

  1. The bond market is a better barometer of the economy's condition than the stock market.
  2. Look around you. Bonds are everywhere. Take the municipal bond market. There are over 44,000 municipal bond issuers in the U.S. with over one million muni bond issues outstanding. Your local schools were probably financed with bonds. Not to mention the library and water treatment facility. 
  3. The Federal Reserve has effectively nationalized the bond market. Its extraordinary intervention has, arguably, encouraged investors to flock to stocks. 

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• July 14, 2021Episode 18: A Golden Year. Listen, 1971 Was the Greatest Year in Pop Music

  1. Our conversation is inspired by David Hepworth's book, Never A Dull Moment: 1971 The Year That Rock Exploded.
  2. "What's Going On," a phrase and song that set the tone.  
  3. The ultimate Baby Boomer year. How 60s optimism and 70s pessimism collided to produce a burst of creative tension since unmatched in modern music. 

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• July 13, 2021Episode 17: The Most Underreported Financial News Story: The US Retirement System is Strong

  1. According to a scholar at the American Enterprise Institute, America's retirement system has never been stronger.
  2. There's plenty of good news. For one, more Americans are saving for retirement than ever before.  
  3. What about Social Security? Surprise! Future retirees should be just about as well prepared for retirement as today's retirees. 

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• May 28, 2021Episode 16: Cyber Security: Self Awareness for Self Protection

  1. Fox in the hen house: Frank Abagnale Jr. ("Catch Me If You Can") provides keen insights.
  2. Hacking History: Malicious Attacks. Human Error. System Faults. They have all played a role in hacks on retail, healthcare, infrastructure, financial services, and government -- practically on a daily basis. Following the money... 
  3. A personal security strategy is not as complicated as you think. Some ideas to consider.

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• May 25, 2021Episode 15: Remember Getting Your First Vinyl Record? Was It A 45? Or an LP, Maybe?

  1. Album art, gatefolds, liner notes, bootlegs, pops and hisses were all part of the dialog if you grew up in the 60s, 70s, and 80s.
  2. Why is analog a warm sound while digital can be brittle and cold? We might have the answer...
  3. Vinyl Revival: Vinyl sales peaked around 1981, eventually displaced by the CD, But over the last decade, records have staged a comeback.

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