Year-End Perspective: Planning Clearly for the Year Ahead PART 1
Sun Dec 28 2025
As we close out the year, Kelly and William open the show by reflecting on Christmas, family time, and the gratitude they feel as the year comes to an end. They also take a moment to thank listeners and clients for the incredible response to William’s book, Only the Good Invest Young. From those who requested a complimentary copy to those who purchased the book on Amazon, William shares his appreciation especially as a first-time author and the joy of sending each copy out. The conversation continues with a lighthearted reflection on values that last beyond the holidays, including a childhood story about manners and respect and how strong examples at home can help shape confidence and character for life. Mike Doucette and Greg Workman then help put today’s strong markets into perspective, explaining why thoughtful planning matters most when things are going well and how staying disciplined can help support long-term goals. Mary Madeline Kelly and Greg Murray walk through an important year-end RMD checklist, highlighting what to double-check before December 31st and how to avoid costly mistakes as you head into the new year. When Kelly and William return, they discuss why retirement planning for the year ahead isn’t about perfection, it’s about clarity, confidence, and building financial strategies designed to support the life you want to live in 2026 and beyond. And as always, the hour closes with Wit and Wisdom from the late Bill Kelly, timeless words that continue to inspire and guide.
Make Safe Money Strategies part of your Saturday night tradition. Have questions or want to schedule a complimentary consultation? Call 888-800-1881 or email kelly@kellyfinancial.org.
See omnystudio.com/listener for privacy information.
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As we close out the year, Kelly and William open the show by reflecting on Christmas, family time, and the gratitude they feel as the year comes to an end. They also take a moment to thank listeners and clients for the incredible response to William’s book, Only the Good Invest Young. From those who requested a complimentary copy to those who purchased the book on Amazon, William shares his appreciation especially as a first-time author and the joy of sending each copy out. The conversation continues with a lighthearted reflection on values that last beyond the holidays, including a childhood story about manners and respect and how strong examples at home can help shape confidence and character for life. Mike Doucette and Greg Workman then help put today’s strong markets into perspective, explaining why thoughtful planning matters most when things are going well and how staying disciplined can help support long-term goals. Mary Madeline Kelly and Greg Murray walk through an important year-end RMD checklist, highlighting what to double-check before December 31st and how to avoid costly mistakes as you head into the new year. When Kelly and William return, they discuss why retirement planning for the year ahead isn’t about perfection, it’s about clarity, confidence, and building financial strategies designed to support the life you want to live in 2026 and beyond. And as always, the hour closes with Wit and Wisdom from the late Bill Kelly, timeless words that continue to inspire and guide. Make Safe Money Strategies part of your Saturday night tradition. Have questions or want to schedule a complimentary consultation? Call 888-800-1881 or email kelly@kellyfinancial.org. See omnystudio.com/listener for privacy information.