Saturday Night Safe Money Strategies
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 Nigh...
Georgia on Our Mind and Your Money, Too PART 1
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 you...
Georgia on Our Mind and Your Money, Too PART 2
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 you...
Family First: From Gap Years to Golden Years (Part 1)
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...
Family First: From Gap Years to Golden Years (Part 2)
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...
