Kelly Capital Partners Retirement Talk - Changing Financial Advisors & Going The Extra Mile For Our Clients

from Kelly Capital Partners Retirement Talk · host Christopher

In this episode of the Kelly Capital Partners Retirement Talk Podcast, hosts Janie Kelly and Sean Kelly discuss the importance of choosing the right financial advisor for retirement planning, the role of annuities, and the value of non-traditional assets like trading cards. They emphasize the need for a comprehensive retirement plan that considers taxes, income, and legacy planning. The episode also highlights the exceptional client service at Kelly Capital Partners, illustrated by a touching story of an employee going above and beyond for a client in need.

What this episode covers

NOW PLAYING

0:00 11:42

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

🚨SUNO Flips on Artist - Creators, this matters. 🎵🤖

Feb 8, 2026 ·4m

Mastering AI & Prompting

Jan 30, 2026 ·6m

The AI Realtor Prompt Vault

Dec 15, 2025 ·2m

🚨 AI NEWS ALERT — FAMILY, PAY ATTENTION! 🤖🔥 #aierik

Nov 30, 2025 ·5m

The Essential AI Awakening for Everyone

Oct 26, 2025 ·14m

🎙️ Missed Our First Podcast? #aierik #stayintunedpodcast

Oct 26, 2025 ·61m

Similar Podcasts

Humanizing Change Tremendousness Join us each episode as we talk with innovators in their respective fields about their unique journeys and how they humanize change in their own work, right here, on Humanizing Change. AI Erik's Podcast Audio Erik Conn The AI News Podcast where we talk AI. NEWMORROW SESSIONS - A PodCast Series on the Future of Hospitality Mario C. Bauer, Florian Schneider, Axel Weber & Dr. Tillman Bardt The Newmorrow PodCast is more than a podcast — it's a platform for open dialog on the future of our business, a platform for those building what doesn’t exist yet. Here, we share and embrace our passion for the hospitality industry, but we won’t romanticize the journey. We ask the tough questions, confront uncomfortable truths, and prepare for a future that resists easy answers. We believe that the tougher and wilder times become, the more openly, honestly and humanely people need to talk to each other and act together. We believe, openness, togetherness, and truthfulness should also be cornerstones of a professional community to develop our utopian idea of „open source“. This is a space where visionaries don’t just imagine the future — they wrestle with the paradoxes that shape it: success vs. happiness, data vs. instinct, stability vs. reinvention. Join leaders, entrepreneurs, and thinkers as they share not what made them — but what’s actively shaping them, now and next. So tune in Hyperfluent Hypio Hyperfluent transmits straight from the heart of Hyperliquid, where culture, creativity, and capital converge. Anchored by the architects of Hypio—the decentralized cultural virus—each episode archives the minds engineering the blockchain built to house all finance. These conversations are traceable artifacts in HyperEVM’s evolution: not just what’s being built, but why it matters, how it mutates, and where it’s taking us next. Listen in for the blueprints, the blind spots, and the narrative weapons shaping tomorrow’s markets.Hyperfluent: learn the language, ride the wave, spread the strain.

Frequently Asked Questions

How long is this episode of Kelly Capital Partners Retirement Talk?

This episode is 11 minutes long.

When was this Kelly Capital Partners Retirement Talk episode published?

This episode was published on June 16, 2025.

What is this episode about?

Can I download this Kelly Capital Partners Retirement Talk episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!