Episodios

  • 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.
    Más Menos
    27 m
  • Family First: From Gap Years to Golden Years (Part 1)

    Family First: From Gap Years to Golden Years (Part 1)
    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.
    Más Menos
    25 m