Kelly Capital Partners Retirement Talk

In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss essential aspects of retirement planning, including the impact of cost of living adjustments, inflation, and tariffs on financial decisions. They explore trends in retirement age, the importance of continuing to work, and the significant costs associated with healthcare in retirement. Th...

This week, hosts Janie Kelly and Sean Kelly discuss the changing dynamics of retirement planning, particularly the decline of pensions and the importance of working with financial advisors. They delve into the complexities of life insurance in retirement, emphasizing the need for proper planning and understanding of policies. Additionally, they highlight the significance of financial literacy and...

In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss essential aspects of retirement planning, focusing on taxes, healthcare costs, and Medicare options. They emphasize the importance of proactive tax planning to avoid surprises in retirement income and the rising costs of healthcare. The conversation also covers the implications of Social...

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 sig...

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie Kelly and Sean Kelly discuss the critical assumptions people make when planning for retirement. They explore the importance of understanding lifespan, healthcare costs, and the reality of retirement expenses. The conversation also delves into market volatility and the concept of un-retirement, emphasizing the need f...

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie Kelly and Sean Kelly discuss the importance of choosing the right financial advisor for retirement planning, the role of annuities, and the value of non-traditional assets like trading cards. They emphasize the need for a comprehensive retirement plan that considers taxes, income, and legacy planning. The episode al...

Summary In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss the growing concerns surrounding Social Security among those aged 60 and older. They explore the implications of these concerns on retirement planning, emphasizing the importance of not solely relying on Social Security benefits. The conversation also delves into strategies for e...

Summary In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss essential strategies for generating income in retirement. They explore the concept of bond laddering as a method to secure income, the role of annuities, and the importance of having a solid distribution plan. The conversation also touches on lessons learned from celebrities rega...

Summary In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss essential strategies for tax planning and social security benefits in retirement. They emphasize the importance of proactive tax planning, particularly in light of potential changes in tax legislation. The conversation also covers the complexities of social security benefits, inc...