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Kelly Advisor Podcast

Feb 23, 2023

  1. Ask yourself: Will my financial professional help me achieve my goals?
  2. With a process in place, you have a greater probability of success.
  3. How values, trust, and competence should be prime considerations in your search.

Feb 10, 2023

  1. Financial advisors need to address the needs of the couple and the wife. Separate but equal. 
  2. 80 percent of men die married but 80 percent of women die single.
  3. "Gray Divorce" is on the rise. New complications to retirement.