Safe Money Strategies™️
Saturday from 9 to 10 a.m.
Our Safe Money Strategies™ radio program has been broadcast since 2006.
Today’s show carries on the tradition of the late Bill Kelly. Since late 2017, the show features two hosts, Boston journalist John Budris, and Kelly Financial co-founder Kelly Kelly. As always, it showcases eclectic guests and engaging conversation in a magazine-style format.
Tune in to WRKO 680-AM (you can always stream on wrko.iheart.com and have your virtual assistant play WRKO Boston) every Saturday beginning at 9am.
Still original and still going!
Click on the links below to listen to our past shows and rewind the experience.
Kelly Financial Services, LLC, sponsors “The Kuhner Report” heard every weekday from 6 a.m. to 10 a.m. on WRKO.
Click the links below to listen to past radio shows:
September 23, 2023 - William & Kelly on the KFS team building weekend celebration/ IRS relief on the new 401(k) catch up contributions/ Novice Investor dissects the "Fed Pause"/ Preparing for a recession now/ Audio archives: The Bill Kelly Interview
September 16, 2023 - Saturday coffee with William & Kelly/ Does the 80% spending rule work for retirees today?/ DIY investing on "Novice Investor"/ The challenges of being in the "Sandwich Generation"/ Bill Kelly on times of change
September 9, 2023 - Saturday coffee with William & Kelly/ Identifying the true value of your financial advisor/ "Novice Investor" on higher yield/ A core consideration in financial planning is: How much is enough?/ Bill Kelly with legendary Boston sports broadcaster John Dennis
September 2, 2023 - William & Kelly reflect on summer internship/ What Fed Chair Powell's recent comments mean for markets/ "Novice Investor" on types of bonds/ Check fraud is rampant despite fewer checks being written/ Bill Kelly: The red flannel shirt.
August 26, 2023 - William & Kelly Saturday morning coffee klatsch/ Considering fixed-rate investments as part of overall strategy/ Types of Annuities on "Novice Investor"/ Understanding "Longevity Literacy" and life expectancy/ Wit & Wisdom of Bill Kelly
August 19, 2023 - William & Kelly on the homefront/ A "Reserve Currency" discussion/ Novice Investor addresses Social Security benefits outside of retirement/ A roundtable discussion on Millionaire's Tax et al/ Bill & WIlliam: Reminiscence Bump
August 12, 2023 - William & Kelly on the homefront/ The A, B, Cs of Medicare/ The benefits of Long-Term Care on "Novice Investor"/ Many think they have LTC, most don't -- seeking clarity in the confusion/ Bill Kelly's vision.
August 5, 2023 - William & Kelly: on vacation and swimming with the pigs/ Following conventional wisdom is not a personalized strategy/ Novice Investor: balancing spending and saving/ More and more women are breadwinners/ Wit & Wisdom of Bill Kelly.
July 22, 2023 - William & Kelly at the kitchen table/ Greg Workman's live Social Security presentation/ Novice Investor on DIY research/ The lessons of Aretha Franklin's estate/ From the archives: Bill on legacy planning.
July 8, 2023 - William & Kelly on KFS internship/ What if you were to win the lottery?/ Building credit on the "Novice Investor"/ The emotional adjustment of retirement/ Bill Kelly on listening to your inner voice
July 1, 2023 - William & Kelly: financial literacy for teens/ Ebbs & Flows of retirement expenses/ Credit card rewards on "Novice Investor"/ Creating goals-based income plans/ Bill Kelly on the American Dream
June 24, 2023 - William on learning the KFS business/ Where is your retirement income coming from?/ Novice Investor looks at "Accredited Investor"/ Radio and our business may have changed, but not our values/ From the archives: Bill Kelly on income
June 17, 2023 -William's KFS internship/ Breaking down an economy at the crossroads/ "Novice Investor" answers: "How do I get started?"/ "The Great Wealth Transfer" has begun/ The universality of Bill's "restless sea" message
June 10, 2023 - William & Kelly on growing up with KFS/ Downsizing and moving in retirement/ "Novice Investor" remembers Bill Kelly/ John & Kelly on 20 years in business and retirees' new vision of retirement/ Bill & William on the radio
June 3, 2023 - William & Kelly on Aleix de Tocqueville/ Safe Money Strategies: Good retirement plans are designed for change/ "Novice Investor" on how emotions can cost you/ Book Review: Know your tax bracket even outside tax season/ John Budris: life lessons from the Canadian wildfires/ From the archives: Kelly joins Bill
May 20, 2023 - William & Kelly: Exercise in the pool/ Special retirement planning for women/ Traditional IRA vs. Roth IRA/ Book talk: Knowing all your expenses in retirement/ From the archives: An introspective Bill Kelly
May 13, 2023 - William & Kelly on prefects/ Investment options while weighing risk; inflation/ "Novice Investor" on calculating risk/ Book Review: How healthy is the Social Security system?/ Wit & Wisdom of Bill Kelly
April 29, 2023 - Kelly & William on a new family member/ Financial products vs. financial plans/ Market timing on "Novice Investor"/ Kelly talks human nature from her book/ Rob Townsend previews the Coronation of a king/ Wit & Wisdom of Bill Kelly
April 15, 2023 - William & Kelly celebrate Kelly's birthday on "Forever Young"/ Traveling & Relocating in Retirement/ What's a "DRIP"? on Novice Investor/ Book Review: Kelly & John on legacy planning/ Wit & Wisdom of Bill Kelly
April 8, 2023 - William & Kelly on "Forever Young"/ Understanding three expense types/ Building trust on the "Novice Investor"/ Book Review: Finding A Financial Professional/ Wit & Wisdom of Bill Kelly.
April 1, 2023 - William & Kelly "Forever Young"/ The four "D's" of retirement planning/ Enjoying life while saving on "Novice Investor"/ Kelly's book talk on Long-Term Care Insurance/ Wit & Wisdom of Bill Kelly
March 25, 2023 - Kelly & William "Forever Young"/ Taxes and withdrawal strategies go hand in hand/ "Novice Investor" on procrastination/ Kelly and John on longevity, from Kelly's book/ Wit & Wisdom of Bill Kelly.
March 18, 2023 - Kelly & William "Forever Young"/ Greg Workman & Mike Doucette: three questions to answer during periods of market volatility/ A primer on annuities on "Novice Investor"/ Kelly & John Budris look at investor behavior during market volatility in Kelly's book/ Central Bank Digital Currency/ Simpler Times with Bill Kelly
March 11, 2023 - William & Kelly on Forever Young/ "In Debt We Trust," averting a debt crisis/ Credit Scores on "Novice Investor"/ Income drives lifestyle on Kelly's book review/ Wit & Wisdom of Bill Kelly
February 25, 2023 - Kelly & William, "Forever Young"/ Beware of faulty retirement assumptions/ "Novice Investor" on Roth Conversions/ Kelly's new book: know your tax bracket/ Wit & Wisdom of Bill Kelly
February 18, 2023 - William & Kelly "17" on "Forever Young"/ David Dupuy Jr., our "Medicare Concierge"/ Novice Investor on fraud protection on cards/ Kelly talks annuities from her new book/ Wit & Wisdom of Bill Kelly
February 11, 2023 - William & Kelly "Forever Young"/ Market Recap, the "January Trifecta" and diversification/ "Credit Card Rewards" on Novice Investor/ Kelly & John Budris on finding a financial professional in Kelly's new book/ The Wit & Wisdom of Bill Kelly
February 4, 2023 - William & Kelly "Forever Young"/ The KFS Process & Boosting retirement income/ "Novice Investor" mining cryptocurrencies/ Kelly & John Budris talk "Women Retire Too"/ The Wit & Wisdom of Bill Kelly
January 28, 2023 - Forever Young with William & Kelly/ Are Bonds Back?/ "Novice Investor" on the importance of time value of money/ John Budris & Kelly on Boomer Heroes and estate planning/ The Wit & Wisdom of Bill Kelly
January 21, 2023 - Kelly & William: Life Lessons/ Tax Efficient Strategies/ High Yield Savings Accounts on the "Novice Investor"/ The Stella Awards/ Kelly's new book!/ Bill Kelly's Wit & Wisdom for the new year
January 14, 2023 - Kelly & William recall Henry Box Brown/ How a Gov't Pension Offset (GPO) may impact your Social Security/ How the Secure Act 2.0 impacts you/ The Novice Investor addresses "Accredited Investor"/ What do you look for in an advisor?/ Bill Kelly's thoughts from yesteryear still relevant today
January 7, 2023 - Kelly & William on personal goals & resolutions/ What will markets look like in 2023?/ Novice Investor define "SMART Goals"/ On the farm with John Budris/ New trends in Defined Benefit and Defined Contribution plans/ The virtues brought by a newspaper route with Bill Kelly
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