Kelly Capital Partners Retirement Talk

Podcast by Kelly Capital Partners

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Lisää 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. ---------------------------------------------------------------------------------------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.

Kaikki jaksot

32 jaksot

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.

28. touko 2026 - 12 min

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.

16. huhti 2026 - 14 min

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?

2. huhti 2026 - 18 min

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 the need for proactive financial strategies to help you live the life you want to in retirement.

19. maalis 2026 - 14 min

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 total portfolio approach. They explore the implications of recent tax changes and the benefits of Roth IRAs, emphasizing the importance of strategic planning for retirement income and asset allocation.

5. maalis 2026 - 17 min

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