Gratitude, Legacy & Financial Confidence PART 1

19/10/2025 24 min
Gratitude, Legacy & Financial Confidence PART 1

Listen "Gratitude, Legacy & Financial Confidence PART 1"

Episode Synopsis

This week on Forever Young, Kelly Kelly and her son William Kelly Jr. reflect on an extraordinary afternoon at the iHeartMedia Studios, where Kelly Financial Services joined WRKO’s Jeff Kuhner for a live event hosted by iHeartMedia. The gathering was filled with gratitude, legacy, and laughter - a heartfelt reminder of how faith, family, and purpose continue to guide the Kelly Financial mission. Kelly and William share personal reflections on that special day with Jeff Kuhner, John Budris, and Mary Madeline Kelly, recalling how their 13-year friendship with Jeff and his wife, Grace Vuoto, has deepened over time. Their conversation blends heartfelt memories with forward-looking optimism - proof that the best partnerships grow from shared values and trust. The program also highlights a special moment from John Budris’ announcement - his plan to transform his longtime family home into a place of peace and care for those nearing life’s end, dedicating a wing of that home to the William A. Kelly family - a beautiful gesture of friendship, compassion, and lasting legacy.During the live event, Kelly Financial’s fiduciary team shared their own reflections on the firm’s culture and mission.• Mike Doucette, Chief Operating Officer, spoke about the firm’s 98% client retention rate - a testament to the trust and relationships Kelly Financial has built over more than two decades.• Greg Workman reflected on what makes Kelly Financial different, emphasizing the peace of mind that comes from being part of a team focused on service rather than sales - a place where advisors can truly put clients first.• Greg Murray shared a moving tribute to Bill Kelly, recalling how Bill mentored him in his early years and inspired the purpose that still drives his work today, more than 15 years later.Later in the show, Mike Doucette and Greg Workman present a powerful case study illustrating how thoughtful income and protection strategies can bring lasting peace of mind, while Mary Madeline Kelly and Greg Murraytake on the timely question, “Should you ever invest in gold or crypto?” offering listeners practical insight into where these alternative assets may, or may not, fit within a sound retirement plan. Kelly and William then explore the theme of momentum - how steady, thoughtful action turns financial confidence into lifelong progress - before the program concludes with The Wit and Wisdom of Bill Kelly, a timeless reminder of the values that continue to shape Kelly Financial Services today.It’s an inspiring blend of gratitude, insight, and guidance - where every story, from the studio to the stage,reminds us that true financial confidence begins with faith, family, and purpose.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 [email protected].

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