This week on Safe Money Strategies, Kelly Kelly and her son, William Kelly Jr., open Forever Young with a warm, timely conversation about the season of giving. William shares exciting news his new book Only the Good Invest Young is now officially available on Amazon, with in-office copies arriving soon for clients and listeners who would like one. Kelly and William also talk about the Kelly Financial Christmas Toy Drive and the firm’s holiday 11 AM–1 PM drop-in event on Saturday, December 6th at both the Braintree and Burlington offices, where clients and listeners are invited to stop by, bring an unwrapped toy for a child, say hello, and pick up a holiday treat.

From there, Mike Doucette and Greg Workman take a close look at what today’s market environment may mean for retirement portfolios and what smart positioning looks like heading into year-end.

Mary Madeline Kelly and Greg Murray follow with an important update on 401(k) catch-up contributions, explaining what’s changing for 2025 and how those adjustments may factor into long-term retirement planning.

Later in the hour, Kelly and William return with a practical conversation about real-life planning, the kind that gives families clarity, confidence, and continuity across generations.

And as always, the show closes with a meaningful moment of Wit and Wisdom from the late Bill Kelly, stories that continue to inspire the families he served so faithfully.

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].

See omnystudio.com/listener for privacy information.

 

 

This week on Safe Money Strategies, Kelly Kelly and her son, William Kelly Jr., open Forever Young with a warm, timely conversation about the season of giving. William shares exciting news his new book Only the Good Invest Young is now officially available on Amazon, with in-office copies arriving soon for clients and listeners who would like one. Kelly and William also talk about the Kelly Financial Christmas Toy Drive and the firm’s holiday 11 AM–1 PM drop-in event on Saturday, December 6th at both the Braintree and Burlington offices, where clients and listeners are invited to stop by, bring an unwrapped toy for a child, say hello, and pick up a holiday treat.

From there, Mike Doucette and Greg Workman take a close look at what today’s market environment may mean for retirement portfolios and what smart positioning looks like heading into year-end.

Mary Madeline Kelly and Greg Murray follow with an important update on 401(k) catch-up contributions, explaining what’s changing for 2025 and how those adjustments may factor into long-term retirement planning.

Later in the hour, Kelly and William return with a practical conversation about real-life planning, the kind that gives families clarity, confidence, and continuity across generations.

And as always, the show closes with a meaningful moment of Wit and Wisdom from the late Bill Kelly, stories that continue to inspire the families he served so faithfully.

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].

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly Kelly and her son William Kelly Jr. open Forever Young with reflections on life’s miracles and challenges and the choice we each have to live with purpose, faith, and connection. William shares exciting news about committing to Bryant University, while Kelly celebrates this milestone as both a mother and mentor.

Later, Kelly and William return to discuss the realities of the sandwich generation, balancing support for aging parents while guiding the next generation toward financial independence.

Then, Mike Doucette and Greg Workman break down smart income strategies for retirees navigating inflation and year-end planning. Mary Madeline Kelly and Greg Murray discuss the outlook for cash, what savers should know as interest rates begin to drop and how to position liquid assets wisely.

Finally, Bill Kelly reminds us what truly matters, from our first breath to our last, in a heartfelt reflection on family, love, and the timeless lessons from Bailey Brook Farm.

 

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].

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly Kelly and her son William Kelly Jr. open Forever Young with reflections on life’s miracles and challenges and the choice we each have to live with purpose, faith, and connection. William shares exciting news about committing to Bryant University, while Kelly celebrates this milestone as both a mother and mentor.

Later, Kelly and William return to discuss the realities of the sandwich generation, balancing support for aging parents while guiding the next generation toward financial independence.

Then, Mike Doucette and Greg Workman break down smart income strategies for retirees navigating inflation and year-end planning. Mary Madeline Kelly and Greg Murray discuss the outlook for cash, what savers should know as interest rates begin to drop and how to position liquid assets wisely.

Finally, Bill Kelly reminds us what truly matters, from our first breath to our last, in a heartfelt reflection on family, love, and the timeless lessons from Bailey Brook Farm.

 

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].

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly and her son William Kelly celebrate strength,service, and the power to stand tall on every level. They open the hour with Forever Young, sharing William’s record-breaking weekend where he deadlifted 601 pounds, setting eight new state records and a state championship, and reflecting on the honor of joining iHeartMedia’s live DAV Radiothon to support Disabled American Veterans. From there, Kelly and William explore what it means to thrive independently in their discussion, “When We Become Me”, how to live alone with confidence, clarity, and a sense of purpose, both financially and personally. Next, Mike Doucette and Greg Workman cover smart year-end income strategies to help retirees navigate inflation and prepare wisely for 2026. Then, Mary Madeline Kelly and Greg Murray outline the five biggest RMD mistakes retirees should avoid before December 31st. The hour concludes with another timeless reflection from The Wit and Wisdom of Bill Kelly, celebrating legacy, gratitude, and family values that never fade.

 

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].

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly and her son William Kelly celebrate strength,service, and the power to stand tall on every level. They open the hour with Forever Young, sharing William’s record-breaking weekend where he deadlifted 601 pounds, setting eight new state records and a state championship, and reflecting on the honor of joining iHeartMedia’s live DAV Radiothon to support Disabled American Veterans. From there, Kelly and William explore what it means to thrive independently in their discussion, “When We Become Me”, how to live alone with confidence, clarity, and a sense of purpose, both financially and personally. Next, Mike Doucette and Greg Workman cover smart year-end income strategies to help retirees navigate inflation and prepare wisely for 2026. Then, Mary Madeline Kelly and Greg Murray outline the five biggest RMD mistakes retirees should avoid before December 31st. The hour concludes with another timeless reflection from The Wit and Wisdom of Bill Kelly, celebrating legacy, gratitude, and family values that never fade.

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].

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly Kelly and her son William Kelly Jr. open Forever Young with an inspiring conversation about discipline, purpose, and legacy. William shares how training for his latest powerlifting competition taught him about preparation and perseverance, while Kelly reflects on the early days of The Kelly Zone - the on-air segment William began at age 12 and how those lessons continue to shape his character and drive. Together, they celebrate the importance of family, gratitude, and service as the DAV Radiothon approaches.

Also in this episode:
●      Mike Doucette & Greg Workman – Practical strategies for navigating the sale of a highly appreciated asset, helping retirees make tax-smart moves that turn a one-time profit into lasting income.
●      Mary Madeline Kelly & Greg Murray – The tax traps of inheriting retirement accounts and how proactive planning can help keep more of your legacy in the family.
●      Kelly & William – How generosity and gratitude can create impact and meaning without putting your retirement at risk.
●      Wit & Wisdom of Bill Kelly – Closing reflections that continue to guide and inspire our listeners. It’s a heartfelt reminder that staying Forever Young isn’t about age - it’s about courage, commitment, and the values that endure.

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].

See omnystudio.com/listener for privacy information.

This week on Safe Money Strategies, Kelly Kelly and her son William Kelly Jr. open Forever Young with an inspiring conversation about discipline, purpose, and legacy. William shares how training for his latest powerlifting competition taught him about preparation and perseverance, while Kelly reflects on the early days of The Kelly Zone - the on-air segment William began at age 12 and how those lessons continue to shape his character and drive. Together, they celebrate the importance of family, gratitude, and service as the DAV Radiothon approaches.

Also in this episode:
●      Mike Doucette & Greg Workman – Practical strategies for navigating the sale of a highly appreciated asset, helping retirees make tax-smart moves that turn a one-time profit into lasting income.
●      Mary Madeline Kelly & Greg Murray – The tax traps of inheriting retirement accounts and how proactive planning can help keep more of your legacy in the family.
●      Kelly & William – How generosity and gratitude can create impact and meaning without putting your retirement at risk.
●      Wit & Wisdom of Bill Kelly – Closing reflections that continue to guide and inspire our listeners. It’s a heartfelt reminder that staying Forever Young isn’t about age - it’s about courage, commitment, and the values that endure.

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].

See omnystudio.com/listener for privacy information.

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].

See omnystudio.com/listener for privacy information.

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].

See omnystudio.com/listener for privacy information.