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.
Episodes
34 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...
Kelly Capital Partners Retirement Talk - Retirement Regrets & Getting Ready To travel
This week Janie and Sean Kelly talk about some of the more common regrets of retirees that they hear from their clients as well as the impact of AI on job security. The Kelly's also discuss the significance of travel in retirement emphasizing t...
Kelly Capital Partners Retirement Talk - How's Your Portfolio? Taxes and Roth IRA's
In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie & Sean discuss the evolving landscape of retirement investment strategies, particularly the shift from the traditional 60-40 portfolio to a more dynamic tota...
Kelly Capital Partners Retirement Talk - -Forgotten 401(k)'s & Interest Rates
In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie, and Sean Kelly discuss critical aspects of retirement planning, including the staggering amount of forgotten 401(k) funds, the importance of legacy planning, an...
Kelly Capital Partners Retirement Talk - Buckets, Taxes & Helping Your Grandkids
In this episode of the Kelly Capital Partners Retirement Talk podcast, host Janie Kelly goes over the critical transition from accumulating wealth to effectively managing and spending it in retirement. They emphasize the importance of having a ...
Kelly Capital Partners Retirement Talk - New Senior Tax Break & Selling Your Home Today
In this episode of the Kelly Capital Partners Retirement Talk podcast, Janie Kelly talks about the significant tax changes affecting seniors, particularly regarding Social Security. She explore how these changes impact retirement planning...
Kelly Capital Partners Retirement Talk - The Importance of Diversity In Volatile Times
In this episode of the Kelly Capital Partners Retirement Talk podcast, Janie Kelly discusses the implications of global events, particularly the situation in Venezuela, on oil prices and investment strategies. She emphasizes the importanc...
Kelly Capital Partners Retirement Talk - The Different Stages of Retirement & Retirement Mistakes
In this episode of the Kelly Capital Partners Retirement Talk Podcast, Janie Kelly and Sean Kelly discuss the essential aspects of retirement planning. They explore the various stages of retirement, the emotional transitions retirees face, and ...
Kelly Capital Partners Retirement Talk - -A.I. Bubble, Inflation and Market Corrections
Janie and Sean talk about the inevitability of market corrections and how consumer sentiment influences investment decisions. Also in this episode they talk about the idea of an A.I bubble and the effect of recent inflation numbers on our bank ...
Kelly Capital Partners Retirement Talk - -Taxes, Travel & Your Financial Personality
In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss essential aspects of retirement planning. They explore the significance of understanding one's money personality, the common tax pit...
Kelly Capital Partners Retirement Talk - Savings, Diversity & Healthcare
This week, Janie Kelly and Sean Kelly discuss the essential elements of planning for a successful retirement. They explore the importance of understanding individual retirement goals, the necessity of financial planning, the significance of div...
Kelly Capital Partners Retirement Talk - Estate Planning In The Digital Age, Medicare Changes & Better Memory
This week, hosts Janie Kelly and Sean Kelly discuss critical aspects of retirement planning, focusing on Medicare, the importance of digital asset management in estate planning, and strategies to enhance memory and cognitive function as one age...
Kelly Capital Partners Retirement Talk - Taxes In Retirement & Are They Changing The Social Security Age?
In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss critical topics surrounding retirement planning, including the future of Social Security, the impact of taxes on retirement income, the im...
Kelly Capital Partners Retirement Talk - -Big Purchases Before Retirement & Getting Ready For Healthcare In Retirement
In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss essential preparations for retirement, including financial readiness, long-term care insurance, and the importance of planning for healthc...
Kelly Capital Partners Retirement Talk - -Seniors Going Back To Work & Financial Illiteracy
In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss the evolving landscape of retirement, focusing on the increasing trend of seniors choosing to work during retirement. They explore the mot...
Kelly Capital Partners Retirement Talk - Odd Jobs In Retirement & If The Fed Cut Rates Then What?
In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss the implications of potential Federal Reserve interest rate cuts on mortgage rates, the complexities surrounding inheritance and its tax c...
Kelly Capital Partners - Your Financial Mindset & Real Social Security Numbers at 62
In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss effective strategies for saving money and planning for retirement. They emphasize the importance of mindset shifts, understanding so...
Kelly Capital Partners Retirement Talk - Have I Saved Too Much For retirement?
In this episode, Janie and Sean Kelly answer a question from a couple who wonder if they have saved too much for retirement. the hosts also touch on the concept of the 4% rule and run down a list of things to be thinking about before you ...
Kelly Capital Partners Retirement Talk - New 401K Rules & Financial Infidelity
In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie Kelly and Sean Kelly discuss the implications of new regulations allowing 401k plans to include private equity options. They explore the potential benefits and r...
Kelly Capital Partners Retirement Talk - Your Old Insurance Policy & The Senior Tax Credit
In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss the pressing issues surrounding retirement planning, including the challenges posed by the retirement crisis, the complexities of li...
Kelly Capital Partners Retirement Talk - One Big Beautiful Bill & Good Financial Habits
In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie Kelly and Sean Kelly discuss the implications of the recently passed Big Beautiful Bill, focusing on its impact on retirees, tax planning, and estate planning. T...