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

EPISODE · Aug 13, 2025 · 12 MIN

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

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 pressing issues surrounding retirement planning, including the challenges posed by the retirement crisis, the complexities of life insurance policies, and the tax implications for seniors. They emphasize the importance of having a solid financial plan and the need for individuals to take responsibility for their retirement savings, especially in light of the declining availability of pensions and the potential future challenges with Social Security benefits.

Episode metadata supplied by the publisher feed · Published Aug 13, 2025

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

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This episode is 12 minutes long.

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This episode was published on August 13, 2025.

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