Kelly Capital Partners Retirement Talk
Join Janie & Sean Kelly each week as they discuss all things retirement. Everything from the latest news affecting your money to the best strategies to get you through your retirement years. Janie Kelly is a retirement certified income professional and Managing Director of Kelly Capital Partners and Sean Kelly is an investment advisor representative with the firm. Your retirement is too important not to be prepared so be sure to check in every week to hear how the Kelly Capital Partners Retirement Roadmap can help you.
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Advisory services offered through Kelly Wealth management. The opinions expressed in this podcast by Kelly Capital Partners should not be construed as specific investment, legal or tax advice. Investing involves risk including the potential loss of principle. Any references to protected, safe or lifetime income generally refer to insurance products, never to securities or investments. Insurance guarantees are backed by the financial strength and claims paying ability of the issuing carrier. Kelly Capital Partners is solely responsible for the content of these podcasts.
Kelly Capital Partners Retirement Talk
Latest Episodes
Kelly Capital Partners Retirement Talk - How Much Do I Need To Retire?
This week, Janie and Sean talk about the evolving landscape of retirement planning. They highlight the increasing amount Americans believe they need to retire comfortably, the fear of outliving savings, and the importance of customized retireme...
Kelly Capital Partners Retirement Talk - Where Is My 401K & The Social Security COLA
In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss the critical aspects of retirement planning. They emphasize the importance of accurate record-keeping, the need to consolidate retirement ...
Kelly Capital Partners Retirement Talk - -Retirement Curveballs, Social Security & More
In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss the importance of stress testing retirement plans to prepare for unexpected life changes, the challenges of early retirement, and th...
Kelly Capital Partners Retirement Talk - In Estate Planning, What About Your Bank Account? and A.I. How It Could Affect Your Retirement
This week, Janie and Sean discuss estate planning, the impact of AI on future job markets, the importance of side hustles for fulfillment in retirement, and the cognitive benefits of staying engaged post-retirement. They emphasize the need for ...
Kelly Capital Partners Retirement Talk - The Fed, The Great Wealth Transfer and Is It Just Campaign Talk?
In this episode Janie & Sean talk about a lot of things affecting your money in retirement. Topics include the latest news from the Fed, what effect the Great Wealth Transfer is having on women and the proposed Keep Your Pay Act, is it real...