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 Do Tax Strategies Affect Your Medicare? & The Power of Estate Planning
This week, Janie and Sean Kelly discuss critical aspects of retirement planning, focusing on the implications of financial decisions on taxes and Medicare premiums, the importance of tax loss harvesting, estate planning essentials, and strategi...
Kelly Capital Partners Retirement Talk - RMD's & Why spending Is Tough For Some In Retirement
In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss the complexities of retirement planning, focusing on the challenges retirees face when transitioning from saving to spending. They delve i...
Kelly Capital Partners Retirement Talk - What Are You Retiring To?
As the old song asked "Where are you going Billy?" that's a real question yo should ask yourself about retirement. In this episode, Janie and Sean Kelly explore the evolving concept of looking at retirement as a journey towards freedom rather t...
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 ...