Kelly Capital Partners Retirement Talk

About 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.

Publisher

Kelly Capital Partners

Category

business

Language

en

Explicit

No

First episode

29 May 2025

Latest episode

20 Aug 2026

Latest episodes

37 episodes in the feed.

1. 

   20 Aug 2026

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

   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.

2. 

   6 Aug 2026

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

   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 ...

3. 

   23 Jul 2026

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

   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 mana...

Podcast Authority Score: 10 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

21

Social presence

0

YouTube

0

Engagement

0

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