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 prod

Kelly Capital Partners Retirement Talk is a business podcast hosted by Kelly Capital Partners, with 36 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Kelly Capital Partners hosts Kelly Capital Partners Retirement Talk, a business show with 36 episodes published.

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  Kelly Capital Partners Retirement Talk

  Kelly Capital Partners Retirement Talk - How Do Tax Strategies Affect Your Medicare? & The Power of Estate Planning

  Aug 19, 202615 min

  This week, Janie and Sean Kelly discuss critical aspects of retirement planning, focusing on the implications of financial decisions on taxes and Medicare premiums, the importance of tax loss harvesting, estate planning essentials, and strategies for managing long-term care costs. They emphasize the interconnectedness of various financial elements and the need for proactive planning to ensure a secure retirement.

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  Kelly Capital Partners Retirement Talk

  Kelly Capital Partners Retirement Talk - RMD's & Why spending Is Tough For Some In Retirement

  Aug 5, 202621 min

  In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss the complexities of retirement planning, focusing on the challenges retirees face when transitioning from saving to spending. They delve into the importance of understanding Required Minimum Distributions (RMDs), the implications of tax strategies, and the necessity of personalized financial advice. The conversation emphasizes the need for careful planning to avoid penalties and optimize tax situations, especially as tax rates are expected to rise in the future.

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  Kelly Capital Partners Retirement Talk

  Kelly Capital Partners Retirement Talk - What Are You Retiring To?

  Jul 22, 202616 min

  As the old song asked "Where are you going Billy?" that's a real question yo should ask yourself about retirement. In this episode, Janie and Sean Kelly explore the evolving concept of looking at retirement as a journey towards freedom rather than a final destination. They discuss the necessity of flexible financial planning to accommodate unexpected life changes, the significance of understanding market risks beyond the usual concerns, and the implications of recent IPOs on wealth management. The conversation highlights the need for strategic investment approaches to ensure financial security in retirement.

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  Kelly Capital Partners Retirement Talk

  Kelly Capital Partners Retirement Talk - How Much Do I Need To Retire?

  Jul 8, 202616 min

  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.

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  Kelly Capital Partners Retirement Talk

  Kelly Capital Partners Retirement Talk - Where Is My 401K & The Social Security COLA

  Jun 25, 202616 min

  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.

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