Kelly Capital Partners Retirement Talk

Christopher

English Business Investing

Website RSS

Episodes 28

Avg. Duration 14m

Activity Highly Active

Since May 2025

Latest Episode Mar 2026

Publishing Details

Schedule

Weekly

Format

Episodic

Consistency

36%

Hosting

feeds.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 - 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…

Kelly Capital Partners Retirement Talk - New 401K Rules & Financial Infidelity

Aug 20, 2025 15m

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie Kelly and Sean Kelly discuss the implications of new regulations allowing 401k plans to include private equity…

Kelly Capital Partners Retirement Talk - Your Old Insurance Policy & The Senior Tax Credit

Aug 13, 2025 12m

In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss the pressing issues surrounding retirement planning, including the challenges posed by…

Kelly Capital Partners Retirement Talk - One Big Beautiful Bill & Good Financial Habits

Aug 06, 2025 19m

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie Kelly and Sean Kelly discuss the implications of the recently passed Big Beautiful Bill, focusing on its impact on…

Kelly Capital Partners Retirement Talk - The Social Security COLA & Losing A Job In Your 60's

Jul 31, 2025 22m

In this episode of the Kelly Capital Partners Retirement Talk podcast, hosts Janie Kelly and Sean Kelly discuss essential aspects of retirement planning, including the impact of cost of living…

Frequently Asked Questions

How many episodes does Kelly Capital Partners Retirement Talk have?

Kelly Capital Partners Retirement Talk has published 28 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 weekly. Average episode length is 14m.