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Family First: From Gap Years to Golden Years (Part 1)

Family First: From Gap Years to Golden Years (Part 1)

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 In this week’s Safe Money Strategies, Kelly and William talk about the power of taking a gap year and how it shaped William’s journey. The team explores how to build a retirement plan - even if you’re getting a late start - why setting healthy financial boundaries with adult children is essential, and what truly sets Kelly Financial apart: real relationships, transparency, and a deep commitment to serving families with integrity. The show closes with a touching legacy segment from the late Bill Kelly that captures the heart of family, purpose, and presence.

Make Safe Money Strategies part of your Saturday night tradition.

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