In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie, and Sean Kelly discuss critical aspects of retirement planning, including the staggering amount of forgotten 401(k) funds, the importance of legacy planning, and the financial challenges faced by surviving spouses. They also delve into the economic factors influencing interest rates and the role of the Federal Reserve in managing the economy. The conversation emphasizes the need for comprehensive financial planning and open communication about financial matters within families.

In this episode of the Kelly Capital Partners Retirement Talk podcast, host Janie Kelly goes over the critical transition from accumulating wealth to effectively managing and spending it in retirement. They emphasize the importance of having a solid spending plan, understanding tax strategies, and the role of financial advisors in this new phase. Additionally, they explore legacy planning and the significance of instilling financial literacy in future generations, particularly through new investment vehicles for children.

In this episode of the Kelly Capital Partners Retirement Talk podcast, Janie Kelly talks about the significant tax changes affecting seniors, particularly regarding Social Security. She explore how these changes impact retirement planning and the importance of understanding tax implications. The conversation then shifts to real estate considerations for retirees, including downsizing and navigating the current housing market. Janie talks about what it really takes if you're looking to sell your home and move, emphasizing the need for strategic planning in retirement.

In this episode of the Kelly Capital Partners Retirement Talk podcast, Janie Kelly discusses the implications of global events, particularly the situation in Venezuela, on oil prices and investment strategies. She emphasizes the importance of having a solid retirement plan that is not overly influenced by market volatility or current events. The conversation highlights the need for a balanced approach to retirement planning, focusing on both income stability and investment growth, while preparing for potential market corrections.

In this episode of the Kelly Capital Partners Retirement Talk Podcast, Janie Kelly and Sean Kelly discuss the essential aspects of retirement planning. They explore the various stages of retirement, the emotional transitions retirees face, and the financial strategies necessary to ensure a successful retirement. Key topics include understanding required minimum distributions (RMDs), the implications of inherited IRAs, and the importance of tax planning to secure financial stability in retirement.

Janie and Sean talk about the inevitability of market corrections and how consumer sentiment influences investment decisions. Also in this episode they talk about the idea of an A.I bubble and the effect of recent inflation numbers on our bank accounts. T

In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss essential aspects of retirement planning. They explore the significance of understanding one's money personality, the common tax pitfalls retirees face, and the benefits of travel for health and well-being. The conversation emphasizes the importance of early planning to ensure a secure and fulfilling retirement.

This week, Janie Kelly and Sean Kelly discuss the essential elements of planning for a successful retirement. They explore the importance of understanding individual retirement goals, the necessity of financial planning, the significance of diversification in investment portfolios, and the rising costs of healthcare in retirement. The conversation emphasizes the need for early savings and strategic planning to ensure a comfortable retirement lifestyle.