WBZ-AM

Saturday Night Safe Money Strategies

Business EN ↓ 50 episodes

For more than two decades, Kelly Kelly has been a trusted and inspiring voice on the AM airwaves - guiding New Englanders through one of life’s most important journeys: planning for retirement. As the CEO of Kelly Financial Services, she leads one of the region’s most respected family-run firms, a registered investment advisor managing over $600 million in assets, with offices in Braintree and Burlington, Massachusetts. Now, after 20 years on WRKO with Safe Money Strategies, Kelly is bringing her signature warmth, wisdom, and financial expertise to a new home: WBZ NewsRadio, with a fresh and d...

Author

WBZ-AM

Category

Business

Podcast website

www.spreaker.com

Latest episode

Dec 28, 2025

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Episodes

The Fatal Mistake: Burying Your Talents PART 2 05.10.2025

This week on Safe Money Strategies, Kelly and William Kelly open up in Forever Young with family updates, puppy tales, and a candid look at William’s upcoming book, Only the Good Invest Young. William explains why burying your “talents” -  a biblical term for money currency - is one of the greatest financial mistakes anyone can make. True growth requires wisdom, stewardship, and the courage to emb...

Financial Discipline, Global Trade & Medicare in Retirement PART 1 28.09.2025

This week on Safe Money Strategies, Kelly and her son, William, reflect on the pace of life and family moments, then share their excitement for the upcoming October 15th iHeartMedia event with Jeff Kuhner - an afternoon of food, fun, and a behind-the-scenes studio tour. William will also preview his forthcoming book, Only the Good Invest Young, a project designed to spark cross-generational conver...

Financial Discipline, Global Trade & Medicare in Retirement PART 2 28.09.2025

This week on Safe Money Strategies, Kelly and her son, William, reflect on the pace of life and family moments, then share their excitement for the upcoming October 15th iHeartMedia event with Jeff Kuhner - an afternoon of food, fun, and a behind-the-scenes studio tour. William will also preview his forthcoming book, Only the Good Invest Young, a project designed to spark cross-generational conver...

Faith, Family, and Forward Thinking PART 1 21.09.2025

Kelly and William Kelly open this week’s Forever Young with heartfelt gratitude for the clients they consider family, celebrating the values of faith and community that remain at the core of Kelly Financial Services. William shares a moving tribute to the late Charlie Kirk, reflecting on his impact on young generations and the call for unity and critical thinking across divides. Our advisors follo...

Faith, Family, and Forward Thinking PART 2 21.09.2025

Kelly and William Kelly open this week’s Forever Young with heartfelt gratitude for the clients they consider family, celebrating the values of faith and community that remain at the core of Kelly Financial Services. William shares a moving tribute to the late Charlie Kirk, reflecting on his impact on young generations and the call for unity and critical thinking across divides. Our advisors follo...

Only the Good Invest Young: Wisdom Across Generations PART 1 14.09.2025

This week on Safe Money Strategies, Kelly and William Kelly sit down for a heartfelt Forever Young conversation about William’s first book, Only the Good Invest Young. Written for Gen Z but designed to spark dialogue across generations, the book blends practical financial lessons with golden nuggets of wisdom from successful entrepreneurs and leaders William personally interviewed. It’s a guide fo...

Only the Good Invest Young: Wisdom Across Generations PART 2 14.09.2025

This week on Safe Money Strategies, Kelly and William Kelly sit down for a heartfelt Forever Young conversation about William’s first book, Only the Good Invest Young. Written for Gen Z but designed to spark dialogue across generations, the book blends practical financial lessons with golden nuggets of wisdom from successful entrepreneurs and leaders William personally interviewed. It’s a guide fo...

Safe Money Strategies - From Financial Fears to Confidence PART 2 07.09.2025

This week on Safe Money Strategies, Kelly Kelly and her son William explore how simple brain-boosting habits can strengthen both your outlook and your future. From small daily choices to long-term planning, the conversation sets the tone for a show that’s about more than numbers - it’s about living with clarity and purpose. The Kelly Financial Services team of fiduciary advisors then turns to time...

Safe Money Strategies - From Financial Fears to Confidence PART 1 07.09.2025

This week on Safe Money Strategies, Kelly Kelly and her son William explore how simple brain-boosting habits can strengthen both your outlook and your future. From small daily choices to long-term planning, the conversation sets the tone for a show that’s about more than numbers - it’s about living with clarity and purpose. The Kelly Financial Services team of fiduciary advisors then turns to time...

The Midnight Test: Who’s Really in Your Corner and Why It Matters for Your Future Pt. 2 31.08.2025

This week on Safe Money Strategies, Kelly Kelly and William Kelly Jr. explore the power of true friendship through the lens of the “midnight test” - the simple question of who you could call if life suddenly turned upside down. They share stories of resilience, community, and the bonds that last far beyond material success, reminding us that meaningful relationships are as vital as any financial p...

The Midnight Test: Who’s Really in Your Corner and Why It Matters for Your Future Pt. 1 31.08.2025

This week on Safe Money Strategies, Kelly Kelly and William Kelly Jr. explore the power of true friendship through the lens of the “midnight test” - the simple question of who you could call if life suddenly turned upside down. They share stories of resilience, community, and the bonds that last far beyond material success, reminding us that meaningful relationships are as vital as any financial p...

Strength, Strategy, and Legacy PART 2 24.08.2025

On this week’s Safe Money Strategies, Kelly Kelly and her son William open with a real conversation about family, health, and staying strong as summer winds down. Then our fiduciary advisors cover the strategies that matter most from weighing Roth IRAs against 401(k)s to navigating today’s markets, protecting income, and weaving financial security into a lasting family legacy. The hour closes, as...

Strength, Strategy, and Legacy PART 1 24.08.2025

On this week’s Safe Money Strategies, Kelly Kelly and her son William open with a real conversation about family, health, and staying strong as summer winds down. Then our fiduciary advisors cover the strategies that matter most from weighing Roth IRAs against 401(k)s to navigating today’s markets, protecting income, and weaving financial security into a lasting family legacy. The hour closes, as...

Safer Streets, Stronger Plans, and One Fast Dog PART 1 17.08.2025

This week on Safe Money Strategies, Kelly and her son William unpack D.C.’s new crime crackdown, RFK Jr.’s push for fairer health coverage, and a few family wins including their Cairn Terrier Georgia’s unbelievable step count. Later, our financial experts cut through the market’s roughest months, show the sandwich generation how to protect their own retirement, and share a 10-year and 5-year check...

Safer Streets, Stronger Plans, and One Fast Dog PART 2 17.08.2025

This week on Safe Money Strategies, Kelly and her son William unpack D.C.’s new crime crackdown, RFK Jr.’s push for fairer health coverage, and a few family wins including their Cairn Terrier Georgia’s unbelievable step count. Later, our financial experts cut through the market’s roughest months, show the sandwich generation how to protect their own retirement, and share a 10-year and 5-year check...

A Half Marathon, a Puppy, and a Plan: Family First, Finances Always Part 2 10.08.2025

This week on Safe Money Strategies, things get personal and a little playful. Kelly and her son William kick off the show with a hilarious update on family life, from Mary Madeline’s impressive half marathon to the upcoming arrival of a new puppy, and a sibling rivalry that reaches new heights with handmade signs and canine custody claims. It’s all in good fun and it’s a reminder that life’s big a...

A Half Marathon, a Puppy, and a Plan: Family First, Finances Always Part 1 10.08.2025

This week on Safe Money Strategies, things get personal and a little playful. Kelly and her son William kick off the show with a hilarious update on family life, from Mary Madeline’s impressive half marathon to the upcoming arrival of a new puppy, and a sibling rivalry that reaches new heights with handmade signs and canine custody claims. It’s all in good fun and it’s a reminder that life’s big a...

THE GOLD STANDARD OF RETIREMENT LIVING - PART 2 03.08.2025

From family transitions to financial transformations, this week’s Safe Money Strategies sets a new gold standard for what it means to retire with heart and purpose. Kelly and William Kelly Jr. open with a powerful Forever Young segment, reflecting on their family’s journey helping their beloved patriarch transition into independent living and how that same level of care inspires their approach to...

THE GOLD STANDARD OF RETIREMENT LIVING - PART 1 03.08.2025

From family transitions to financial transformations, this week’s Safe Money Strategies sets a new gold standard for what it means to retire with heart and purpose. Kelly and William Kelly Jr. open with a powerful Forever Young segment, reflecting on their family’s journey helping their beloved patriarch transition into independent living and how that same level of care inspires their approach to...

Bill Kelly’s Hair Salon and Other Life Lessons: Why Planning Matters Part 2 27.07.2025

In this week’s Safe Money Strategies, Kelly and William open the show with one of their favorite stories - how Bill Kelly, long before founding Kelly Financial, once owned a hair salon. It’s a lighthearted reminder that life takes unexpected turns, and every chapter holds meaning. From there, the conversation turns to why smart Financial Planning is essential - whether you’re building momentum in...

Bill Kelly’s Hair Salon and Other Life Lessons: Why Planning Matters Part 1 27.07.2025

In this week’s Safe Money Strategies, Kelly and William open the show with one of their favorite stories - how Bill Kelly, long before founding Kelly Financial, once owned a hair salon. It’s a lighthearted reminder that life takes unexpected turns, and every chapter holds meaning. From there, the conversation turns to why smart Financial Planning is essential - whether you’re building momentum in...

Georgia on Our Mind and Your Money, Too PART 2 20.07.2025

In this week’s Safe Money Strategies, Kelly and William kick off the hour with a fun family story about Georgia, their spirited Cairn Terrier, and her journey to becoming a step-tracking social media star. Then it’s all business with smart summer spending strategies, practical guidance for managing seasonal costs, and simple steps to  help set meaningful financial goals. Their team of advisors off...

Georgia on Our Mind and Your Money, Too PART 1 20.07.2025

In this week’s Safe Money Strategies, Kelly and William kick off the hour with a fun family story about Georgia, their spirited Cairn Terrier, and her journey to becoming a step-tracking social media star. Then it’s all business with smart summer spending strategies, practical guidance for managing seasonal costs, and simple steps to  help set meaningful financial goals. Their team of advisors off...

Family First: From Gap Years to Golden Years (Part 2) 13.07.2025

In this week’s Safe Money Strategies, Kelly and William talk about the power of taking a gap year and how it shaped William’s journey. The team explores how to build a retirement plan - even if you’re getting a late start - why setting healthy financial boundaries with adult children is essential, and what truly sets Kelly Financial apart: real relationships, transparency, and a deep commitment to...

Family First: From Gap Years to Golden Years (Part 1) 13.07.2025

In this week’s Safe Money Strategies, Kelly and William talk about the power of taking a gap year and how it shaped William’s journey. The team explores how to build a retirement plan - even if you’re getting a late start - why setting healthy financial boundaries with adult children is essential, and what truly sets Kelly Financial apart: real relationships, transparency, and a deep commitment to...

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