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Saturday Night Safe Money Strategies

Saturday Night Safe Money Strategies

Auteur(s): WBZ-AM
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 For more than two decades, Kelly Kelly has been a trusted and inspiring voice on the AM airwaves - guiding New Englanders through one of life’s most important journeys: planning for retirement. As the CEO of Kelly Financial Services, she leads one of the region’s most respected family-run firms, a registered investment advisor managing over $600 million in assets, with offices in Braintree and Burlington, Massachusetts.

Now, after 20 years on WRKO with Safe Money Strategies, Kelly is bringing her signature warmth, wisdom, and financial expertise to a new home: WBZ NewsRadio, with a fresh and dynamic program - Saturday Night Safe Money Strategies.

This isn’t just another financial show. It’s a heartfelt, empowering conversation about building a secure future - rooted in family, resilience, and real-life experience. Each week, Kelly is joined by her children, Mary Madeline and William Kelly Jr., along with a team of seasoned fiduciary advisors. Together, they offer candid insights and practical strategies to help listeners protect what matters most and retire with confidence.

At its core, this show is about more than money - it’s about legacy. Founded in 2003 by Kelly and her late husband, William A. Kelly (Bill), Kelly Financial was built on timeless values: integrity, hard work, and service. Today, those same principles continue to guide the firm as it helps families navigate everything from income planning and investments to long-term care and estate strategies.

Whether you’re just beginning to think about retirement or already enjoying your golden years, this is your place to learn, reflect, and plan wisely - with a family that treats your future like their own.

Tune in to Saturday Night Safe Money Strategies - where financial peace of mind meets family-first values. Learn more at www.kellyfinancial.org.Copyright WBZ-AM Finances personnelles Économie
Épisodes
  • Georgia on Our Mind and Your Money, Too PART 2

    Georgia on Our Mind and Your Money, Too PART 2
    Jul 20 2025
    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
    Voir plus Voir moins
    27 min
  • Georgia on Our Mind and Your Money, Too PART 1

    Georgia on Our Mind and Your Money, Too PART 1
    Jul 20 2025
    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
    Voir plus Voir moins
    25 min
  • Family First: From Gap Years to Golden Years (Part 2)

    Family First: From Gap Years to Golden Years (Part 2)
    Jul 13 2025
    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.
    Voir plus Voir moins
    27 min

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