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
Kelly Capital Partners Retirement Talk - Your Investments & Lost 401K's
In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss the critical aspects of retirement planning, focusing on responsible investing, the importance of understanding different account types, and the strategies for managing 401(k) and IRA options. They emphasize the need for a conservative approach as individuals approach retirement, the significance of income planning, and the role of financial advisors in navigating the complexities of investment choices.