Kelly Capital Partners Retirement Talk - How's Your Portfolio? Taxes and Roth IRA's

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 retirement plans. The conversation emphasizes that confidence in retirement comes not from a specific dollar amount but from understanding how resources fit together. They also explore the significance of withdrawal rates and strategies for effective retirement income management, addressing common concerns such as debt and healthcare costs.

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 accounts, and the impact of inflation on retirement income. The conversation also covers the adjustments to Social Security benefits and strategies to ensure that retirees can maintain their purchasing power in the face of rising costs.

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 the future of Social Security. They emphasize the need for flexibility in retirement planning and explore potential solutions to the looming Social Security funding crisis.

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 proper asset distribution planning to avoid probate issues, the necessity of adapting to technological changes in the workforce, and the value of pursuing meaningful activities during retirement to maintain mental health.

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 or just campaign fodder?