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Georgia on Our Mind and Your Money, Too PART 2

Georgia on Our Mind and Your Money, Too PART 2

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 In this week’s Safe Money Strategies, Kelly and William kick off the hour with a fun family story about Georgia, their spirited Cairn Terrier, and her journey to becoming a step-tracking social media star. Then it’s all business with smart summer spending strategies, practical guidance for managing seasonal costs, and simple steps to help set meaningful financial goals.Their team of advisors offers a straightforward breakdown of diversification: how it works, why it matters, and how to use it to build long-term financial resilience. You’ll also hear about the One Big Beautiful Bill and what it means for your portfolio. Plus, Bill Kelly’s timeless wit returns with a vivid story from his childhood, reminding us what truly matters in life and legacy. 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

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