Saturday Night Safe Money Strategies

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 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.

Episodes

September 6, 2025 27 mins
This week on Safe Money Strategies, Kelly Kelly and her son William explore how simple brain-boosting habits can strengthen both your outlook and your future. From small daily choices to long-term planning, the conversation sets the tone for a show that’s about more than numbers - it’s about living with clarity and purpose. The Kelly Financial Services team of fiduciary advisors then turns to timely financial concerns: how to turn ...
Mark as Played
This week on Safe Money Strategies, Kelly Kelly and her son William explore how simple brain-boosting habits can strengthen both your outlook and your future. From small daily choices to long-term planning, the conversation sets the tone for a show that’s about more than numbers - it’s about living with clarity and purpose. The Kelly Financial Services team of fiduciary advisors then turns to timely financial concerns: how to turn ...
Mark as Played
  This week on Safe Money Strategies, Kelly Kelly and William Kelly Jr. explore the power of true friendship through the lens of the “midnight test” - the simple question of who you could call if life suddenly turned upside down. They share stories of resilience, community, and the bonds that last far beyond material success, reminding us that meaningful relationships are as vital as any financial plan.   In addition, our team of f...
Mark as Played
This week on Safe Money Strategies, Kelly Kelly and William Kelly Jr. explore the power of true friendship through the lens of the “midnight test” - the simple question of who you could call if life suddenly turned upside down. They share stories of resilience, community, and the bonds that last far beyond material success, reminding us that meaningful relationships are as vital as any financial plan.  
In addition, our team of fidu...
Mark as Played
August 23, 2025 24 mins
On this week’s Safe Money Strategies, Kelly Kelly and her son William open with a real conversation about
family, health, and staying strong as summer winds down. Then our fiduciary advisors cover the strategies that
matter most from weighing Roth IRAs against 401(k)s to navigating today’s markets, protecting income, and
weaving financial security into a lasting family legacy. The hour closes, as always, with timeless wit and
wisdom fr...
Mark as Played
August 23, 2025 27 mins
On this week’s Safe Money Strategies, Kelly Kelly and her son William open with a real conversation about
family, health, and staying strong as summer winds down. Then our fiduciary advisors cover the strategies that
matter most from weighing Roth IRAs against 401(k)s to navigating today’s markets, protecting income, and
weaving financial security into a lasting family legacy. The hour closes, as always, with timeless wit and
wisdom fr...
Mark as Played
This week on Safe Money Strategies, Kelly and her son William unpack D.C.’s new crime crackdown, RFK Jr.’s push for fairer health coverage, and a few family wins including their Cairn Terrier Georgia’s unbelievable step count. Later, our financial experts cut through the market’s roughest months, show the sandwich generation how to protect their own retirement, and share a 10-year and 5-year checklist to keep your plan on track - e...
Mark as Played
This week on Safe Money Strategies, Kelly and her son William unpack D.C.’s new crime crackdown, RFK Jr.’s push for fairer health coverage, and a few family wins including their Cairn Terrier Georgia’s unbelievable step count. Later, our financial experts cut through the market’s roughest months, show the sandwich generation how to protect their own retirement, and share a 10-year and 5-year checklist to keep your plan on track - e...
Mark as Played
This week on Safe Money Strategies, things get personal and a little playful. Kelly and her son William kick off the show with a hilarious update on family life, from Mary Madeline’s impressive half marathon to the upcoming arrival of a new puppy, and a sibling rivalry that reaches new heights with handmade signs and canine custody claims. It’s all in good fun and it’s a reminder that life’s big and little moments are worth plannin...
Mark as Played
This week on Safe Money Strategies, things get personal and a little playful. Kelly and her son William kick off the show with a hilarious update on family life, from Mary Madeline’s impressive half marathon to the upcoming arrival of a new puppy, and a sibling rivalry that reaches new heights with handmade signs and canine custody claims. It’s all in good fun and it’s a reminder that life’s big and little moments are worth plannin...
Mark as Played
From family transitions to financial transformations, this week’s Safe Money Strategies sets a new gold standard for what it means to retire with heart and purpose. Kelly and William Kelly Jr. open with a powerful Forever Young segment, reflecting on their family’s journey helping their beloved patriarch transition into independent living and how that same level of care inspires their approach to business. You’ll also hear from Kel...
Mark as Played
From family transitions to financial transformations, this week’s Safe Money Strategies sets a new gold standard for what it means to retire with heart and purpose. Kelly and William Kelly Jr. open with a powerful Forever Young segment, reflecting on their family’s journey helping their beloved patriarch transition into independent living and how that same level of care inspires their approach to business. You’ll also hear from Kel...
Mark as Played
In this week’s Safe Money Strategies, Kelly and William open the show with one of their favorite stories - how Bill Kelly, long before founding Kelly Financial, once owned a hair salon. It’s a lighthearted reminder that life takes unexpected turns, and every chapter holds meaning. From there, the conversation turns to why smart
Financial Planning is essential - whether you’re building momentum in your career or mapping out your next...
Mark as Played
In this week’s Safe Money Strategies, Kelly and William open the show with one of their favorite stories - how Bill Kelly, long before founding Kelly Financial, once owned a hair salon. It’s a lighthearted reminder that life takes unexpected turns, and every chapter holds meaning. From there, the conversation turns to why smart
Financial Planning is essential - whether you’re building momentum in your career or mapping out your next...
Mark as Played
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 d...
Mark as Played
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 d...
Mark as Played
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. T...
Mark as Played
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. T...
Mark as Played

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