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

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.