Kelly Capital Partners Retirement Talk

Kelly Capital Partners

English Business Investing

Apple Podcasts Website RSS

Episodes 32

Avg. Duration 14m

Activity Highly Active

Since May 2025

Latest Episode May 2026

Publishing Details

Schedule

Every 2 Weeks

Format

Episodic

Consistency

52%

Hosting

rss.buzzsprout.com

About This Podcast

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.

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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.

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Recent Episodes

Kelly Capital Partners Retirement Talk - -Retirement Curveballs, Social Security & More

May 28, 2026 12m

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…

Kelly Capital Partners Retirement Talk - In Estate Planning, What About Your Bank Account? and A.I. How It Could Affect Your Retirement

Apr 16, 2026 14m

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…

Kelly Capital Partners Retirement Talk - The Fed, The Great Wealth Transfer and Is It Just Campaign Talk?

Apr 02, 2026 18m

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…

Kelly Capital Partners Retirement Talk - Retirement Regrets & Getting Ready To travel

Mar 19, 2026 14m

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…

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

Mar 05, 2026 17m

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…

Kelly Capital Partners Retirement Talk - -Forgotten 401(k)'s & Interest Rates

Feb 19, 2026 16m

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)…

Kelly Capital Partners Retirement Talk - Buckets, Taxes & Helping Your Grandkids

Feb 05, 2026 13m

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…

Kelly Capital Partners Retirement Talk - New Senior Tax Break & Selling Your Home Today

Jan 29, 2026 12m

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…

Kelly Capital Partners Retirement Talk - The Importance of Diversity In Volatile Times

Jan 22, 2026 11m

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…

Kelly Capital Partners Retirement Talk - The Different Stages of Retirement & Retirement Mistakes

Dec 11, 2025 17m

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,…

Kelly Capital Partners Retirement Talk - -A.I. Bubble, Inflation and Market Corrections

Nov 13, 2025 15m

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…

Kelly Capital Partners Retirement Talk - -Taxes, Travel & Your Financial Personality

Nov 06, 2025 14m

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…

Kelly Capital Partners Retirement Talk - Savings, Diversity & Healthcare

Nov 03, 2025 17m

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…

Kelly Capital Partners Retirement Talk - Estate Planning In The Digital Age, Medicare Changes & Better Memory

Oct 15, 2025 15m

This week, hosts Janie Kelly and Sean Kelly discuss critical aspects of retirement planning, focusing on Medicare, the importance of digital asset management in estate planning, and strategies to…

Kelly Capital Partners Retirement Talk - Taxes In Retirement & Are They Changing The Social Security Age?

Oct 08, 2025 20m

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss critical topics surrounding retirement planning, including the future of Social Security, the…

Kelly Capital Partners Retirement Talk - -Big Purchases Before Retirement & Getting Ready For Healthcare In Retirement

Oct 01, 2025 17m

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss essential preparations for retirement, including financial readiness, long-term care…

Kelly Capital Partners Retirement Talk - -Seniors Going Back To Work & Financial Illiteracy

Sep 25, 2025 15m

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss the evolving landscape of retirement, focusing on the increasing trend of seniors choosing to…

Kelly Capital Partners Retirement Talk - Odd Jobs In Retirement & If The Fed Cut Rates Then What?

Sep 17, 2025 12m

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss the implications of potential Federal Reserve interest rate cuts on mortgage rates, the…

Kelly Capital Partners - Your Financial Mindset & Real Social Security Numbers at 62

Sep 11, 2025 14m

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie and Sean Kelly discuss effective strategies for saving money and planning for retirement. They emphasize the…

Kelly Capital Partners Retirement Talk - Have I Saved Too Much For retirement?

Aug 28, 2025 15m

In this episode, Janie and Sean Kelly answer a question from a couple who wonder if they have saved too much for retirement. the hosts also touch on the concept of the 4% rule and run down a list of…

Frequently Asked Questions

How many episodes does Kelly Capital Partners Retirement Talk have?

Kelly Capital Partners Retirement Talk has published 32 episodes since May 2025, covering topics in Business, Investing.

Is Kelly Capital Partners Retirement Talk still active?

Kelly Capital Partners Retirement Talk is currently highly active with new episodes every 2 weeks. Average episode length is 14m.