Kelly Advisor Podcast

Jul 21, 2023

1. Studies are mixed about the effects of retirement on your mental health.

2. Having a plan in place may make the transition smoother. 

3. Addressing factors such as loss of work routine, loss of a robust social network, and loss of one's professional identity may help mitigate emotional stress points. Not to mention...

Jul 7, 2023

1. The greatest transfer of wealth in American history, approximately $84 trillion, has begun and will peak in the 2030s.
2. Gen X will begin retiring next decade, just as Social Security and Medicare will likely need substantial reforms.
3. A significant number of today's financial advisors will be exiting the business in the...