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Bill Kelly Financial 2/11/17

Feb 12, 2017|

Bill Kelly has presented his Senior Safe money strategies workshop to more than 12,000 seniors in the last 10 years.

Transcript - Not for consumer use. Robot overlords only. Will not be accurate.

What's most important to you about your retirement years. Trying senior safe money strategies with Phil Kelly called killer triple A 81881. Or locally at 78184939. Feet. Stay informed. Are you getting pays there were five bogeys vital to any investing relationship. One he has the ability of your professional and another is availability. There's attitude action. And accountability. And listened to bill Kelly's senior safe money strategies and called 88818. He wanted to speak to bill. What matters to build Kelly is you and we think you're giving them straight days. Senior safe money strategies Tripoli 81881. Called today. Yes spotlight to turn your backs in conference thanks very much of and so and so. Tripoli 81881. Call two days. We would like to come to cap it at Skid Row that. And the tension there at that would be wonderful thank you I'm back. Tripoli 81881. Call today. I was just listening to your radio show and I I would like to attend the Tuscan kitchen. Presentation. So if you could make a reservation for me and let me know I would appreciate it thank you look at it and I would like to make a reservation twenty. Tuscan kitchen thank you. Tripoli 81881. Call two days. I really. And piety wealth preservation risk management seminars to Babson. I would like to attend a brunch. And Turkey could email me more information about it the both of us would like to attend the brunch thank you. Tripoli 81881. Call two days. Senior same unease strategy is wealth transfer senior safe money strategies. Living trusts seniors save money strapped. Medicaid crisis planning senior save money strapped. Portfolio income projections seniors. Money strapped. Call bill Kelli at 8881981. Or locally at 7818. Or 93090. Okay. Coming up. I. Honestly. Pin. Week it's hard. Maybe it. What's most important to you about your retirement years trying senior safe money strategies with Phil Kelly called killer triple A 81881. Or locally at 78184939. Feet. Stay informed. Senior safe money strategies Tripoli 81981. Call today yeah. This is still account for those of you wanna protect your wealth if at all possible for those of you who are wondering about retirement the projection projections of your retirement investments and your cash flow give us a caller Kelly financial. Any NET 800 when he didn't wanna ask for a free copy of the changing face of retirement investing it's an amazing publication. In it you learn what has happened since the boomers first started their journey on earth and the unique place you might be today if you're over fifty and trying to figure out what path to take on your retirement turning everybody has been on a path its goal line. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- Schedules packed we're adding more and more staff to new and we have to train people we have to do growing and we will fit you win a pain paying 800. When he hit one get another look at what you're doing before you make a mistake where before you do something that's the irreversible. Sit down with on standup yourself can't knowledge visit with us at the Tuscan kitchen in Burlington or Babson College near Newton 888800. When he hit when we're going you have crunches and we're going to have dinners at the new -- -- -- to support the Newton office which is off the charts institute's roots iso 888800. When he didn't want to you know that get a copy of senior safe money strategies and get a copy of the workbook 888801. You want take the national senior retirement test which I developed any heat 8800. When he wanted to find out where you stand when you finished the test you know we understand it's a very it's a test that will cause you to think about what you're actually doing and how you might stack up. Any pain any 800 when he didn't want to find out what the expense expenses are. Inside a few portfolio and your investments your 401K. Your variable annuities find out what the expense ratios are in the investment you have the funds need any any any country wanted to warn and fine and if you still want to continue to give away at that point five. 11 and half two and a half four and a half percent every month or you wanna put that in your pocket or not given out at all. Any any any 800 wanted to he wants it within us there's no fee for a consultation initially you'll never be billed for sitting with us and for your initial consultation. We're gonna create a cash flow analysis for you we're gonna create a twenty year projection for you we're going to do balance sheet for you. We're gonna do an investment report for you and we'll show you that alpha of your investments and sounds like a big term but it's really the strength of your management we're gonna show you the data of your entire portfolio all mapped out which is how much volatility you have in comparison to the market and we're going to show you the expense ratios and what you have find out what you're actually spending on fees right now you have investments that are loaded any any any any country. When he wants it with us and Burlington Braintree more than newest office Newton visit with us at the Tuscan kitchen for dinner arm throwing stones so those are packed always or similar to us at Babson college and they've welcomed us with open arms it's a fantastic. Experience and perhaps in the home of American. Entrepreneurship. And account was formed it was based on successful American businesses and the courage that it takes to venture out so don't forget these events ladies and gentlemen they're very important. We won't commute there and we welcome to a new office in new don't be shy command meeting shake hands kind of what we can do for you paid me a few hundred winning game one season. Keep your family fortune in the family teeth which you have use what you want and pass along what's left. Are there trillions of dollars in IRA and individual retirement accounts going to be too much for Uncle Sam to overlook. Have you done tactical planning to strategically guard your assets acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate in protected from predators and interloper his new legislation is here now. Do not delay take decisive action to keep your family fortune in the family. Call 1888800. In 1981 now and speak to bill Kelly. Schedule a review an appointment or consulting session and have all of your questions answered that's 88881881. Keep what you have to use what you want and pass along what's left. It is that you do many things that Omaha man faster stronger. Yeah he's stronger and drew crowds and. Super pleased Germany Andrew crowds here this week again Landry doing a great job as far as I'm concerned a I'm biased but I think you're you're doing a fantastic job and what do you think of the week. Everything is a young guy that's really busy at the office a lot of it meetings moderate as people come and. Delusion Germany and across from saint Francis university in Colorado Pennsylvania. These center of coal country Catholic university Andrew here's our chief investment officer. And I believe there's about 230. Million dollars out here helping to manage through some great researcher Andrew. Royal lot everything you do lots dig it starts a year of the purse month and a half or so markets well this week jump up Thursday or Friday. And now the trump tax cuts serves becoming a reality and I think congress and a cern press people have pushed him on these tax cuts. And I guess they're gonna becoming reality very shortly right handers. Think that's to be huge huge growth. Especially the stock market because this corporate tax cuts no people lied about corporate greed now. I understand it's reality it ought to case but. There tax cuts could actually boost profits results translate to higher Irish stock market and that's gonna help you enough. Every person does market. Bryant more jobs the best political platform on earth is a job a good thing John minutes or. World's greatest social programs to I think a great job with a lot of self esteem could pay. Give yourself a great feeling every Friday when you have that money deposited into your checking account somewhere in Providence. Raise your family pay tuition spy medicine things that we do an American and have some fun with a two right hander. We get to seek. Or obsolete illustrations are saying you asked. Sure now we turned some great events and perhaps and I know some people remarked about your talk of apps and the last week Andrew and we appreciate down great crowds. This ought to get people. That's all the people that we that was so far out early that are opposite sides to come and still. I have been great all nice people and if you work out really well in that area. And so Newton any data any 800 wanted to want I know people have been waiting for years for Newton we were. I don't wanna say were caught off guard but we've been pleasantly overwhelmed with our schedules packed back to back in Newton. We're adding more people were having more space and more technology as we go. 888800. When he won if you wanna join us at the Newton marrying out next month or if you wanna join us at the Tuscan kitchen ladies and gentlemen for either brunch or dinner at an event and enjoy I know we're breaking it down into four or five maybe six portfolios right now investment policy statements can you give us an idea of let's say your classifications. And it's. What people might expect to find in the most portfolios. Have budged from. Model or boys being very conservative. All the wet suit very aggressive and usually we go to a decline explain. Volatility associated. Each one of them. Capture manage it we do our best to avoid volatility but make sure they note. Proper risks themselves out or what risks right upper there agent. What they're trying to opt their portfolio. Determine which models going to be stopped that. What might be contained in let's say the middle of the road model what might it be called in what might but you fester finding them model. Save. Be about senator the road we have a little bit more equities at we do it fixed income saw it 50%. And then eight obviously that's been hit. Product area so but our little. 50% oxygen that's it by some editors the last and moderate members less risk than moderate. Mainly at retirees. Work out what are so it's our risk tolerance that are hurt us all our. North into a crowd if you wanna sit within breeders' it was a very brilliant young man I hate hate hate. 800 wanna you wanna join us at America Newton or join us at the Tuscan kitchen from brunch or dinner. And duke are you domestic foreign do you like domestic foreign like large cap small cap mid cap the way in my view because I think people and that moderate portfolio. More focused on domestic right now mainly because trumps US centric ideology. And second I think corporate tax cuts that they do a broader market rally Ellen how any areas that beat small cap it cap or large cap. But large got your it'll less volatility in small. Companies more developed by Haitians are gonna change much but Eddie. Those areas be good at it broader market rout. Hillary couldn't into crowd what are your plans for the weekend an opportunity to some relaxing time in asks. Very good Anders thanks for being with us this week everyone's excited 888800. Warning he wants it with Andrew standup yourself as it would us for brunch or dinner at the Tuscan kitchen. New Marion and join and doing our new. Newton offices or join me here to. He'd he'd finished in under one anyone thank you very much and. Senior safe money strategies Tripoli 81881. Called today. Yes spotlight to a certain action conference thank you very much. And so and so. Tripoli 81881. Call two days. We would like to come to cap it at Skid Row that luncheons and there and that would be wonderful thank you. I'm buying. Tripoli 81881. Call two days. I was just listening to your radio show and I I would like to attend the Tuscan kitchen. Presentation. So that he could make solicitation for me and let me know I would appreciate that thank you look at it and I would like to make reservations for the Tuscan kitchen thank you but I. Tripoli 81881. Call two days. I Ellis. And piety wealth preservation risk management seminars that Babson. I would like to attend a brunch. And touch you can email me more information about it to the both of us. Would like to attend the branch banking. Tripoli 81881. Call two days. We have the book for you it's called senior safe money strategies. There is a workbook that goes with the book right now you can get near the copy of the book and we can't give you a hard copy so if you call Alexis and Sam I don't have an emailed to you can't have before folks because they're 288. Pages long it's almost everything I've written. Over the last 23 years put together so 888801. Anymore and get the book senior safe money strategies and ask for the senior safe money strategies workbook volume one and two. So by calling today you have the information immediately. As soon as Alexis. All of the folks who fulfillment can get them out to you at the items out to you and you can be taking advantage of that knowledge and information and newfound techniques and ideas. On Monday before the market opens up 888801. Anymore and get your copies especially now the senior safe money strategies work folk following morning to. 288. Pages and it's even half by eleven such huge looks like the old dictionary re used to have a secure. Don't forget that it's a something a little bit knew something a little bit different and a way of us getting more information to information is power. Catcher work folks ask for. The national senior retirement test it's something else and we offer find out where you stand 888800. When he did one get the Del Mar report find out why investors guessed wrong on almost 75%. Of the times so paid it any. 800 when he didn't want we've had thousands of people take the national senior retirement test you'll be able to see where you stack up with those people and get an idea where you stand people generally ask me where we stand and this is one way of knowing generally I tell him you're in good standing because she's standing with me having like that. So no more get the will and trust workbook 888800. Point 88 warned it will help you figure things out and then total wealth transfer which is part of the ten free reports 888800. Wanted to anyone there's every kind of idea strategy and technique and I think that's important anyway to you. In that publication. So total wealth transfer the will and trust workbook the Del Mar report on investment investor behavior that would be you know the national senior retirement test senior safe money strategies and the senior safe money strategies or folk following morning to 288. Pages of a new half by eleven it's not a six point nine packed packed with every type of publication I felt might be important to you 888800. Wanted and went to a larger publications are emails only right now and even print them by probably within a few months I hope. But it's quite a big job to print these large items so 888800. Wanted to you warned of course in the next ninety days are high net worth summits. For those of you have between 505. Million to protect tenants it was us Lombardo is in the South Shore. The Tuscan kitchen north and Burlington fantastic venue you'll enjoy it all or any of these there is no cost and the information you will receive I believe it's priceless how do you like that so 888. 800 morning -- once it was us for a dinner during the week and early dinner you'll be on your way home by 7888800. Wanted to and it went Tuscan kitchen in Burlington publications. 888801. Native won the national senior retirement test the will and trust workbook the senior safe money strategies book my original publication and the seniors safe money strategies work books of volume one and two. Don't miss those as well lasted ten packer publications ask Alexis trying to get these publications do as quickly as we camp because if you get them today you can be putting their knowledge to worked a newfound knowledge the newfound information that's very valuable in these folks in these publications 888800. Wanted it on I'll be right back. Don't go who keep what you have. Use what you want to and pass along what's left. Are you aggressively working to keep would you happen pass along something to those near and dear to you. Want to thank both look back is in store replaced their recent five year look back and replace the original three year look back. Are you worried about the new tax loss well above potential means testing for Social Security Medicare and Medicaid. Call 188881881. Now. And speak to build Kelly yeah. Get bills courtroom schedule review will make an appointment for have a consulting sessions to answer all of your questions today and that's 888800. 1881. I. I. I think the United States is the greatest place in the world to invest we have some changes are doing the few bad apples. You just read it. Power and how you doing to them. It you know career he's doing well we have a lot of activity in. Thanks aren't especially the Newton office and be noticed. And this is violence Kelly Kelly for those of you wondering this went woman is on my show today and I'm happy Valentine's Day coming up to you honey. Yeah it currently does seem like it was just yesterday. A ballot that say about sixty. And nor'easter was like yesterday to the years go by quickly don't think our hands somebody talking in the background to think that could let us have a break here for a few methods. And we. Can't. Help. We impeached him to known sooner you keep. Saying. Yeah. Out there. Congestion. And I touched. Nobody has learned workarounds are doing the footwork. Now going to renew her time not. I. Yeah. It. And I. Think it is interesting. On the farm I would throw a tennis ball onto these stairs and throw that's Howard learned attention on Vista security and then. I hit fly balls to myself that sounds crazy but I could hit in my community. Dropped the bat put the glove on and a bone cancer and there was hardly learn. You know I help you get via. Yeah I was pretty unified you know gone. At least not play get up at all add up. Secretary adopting it but I'll. Do them they compete and. Masseuse decent. And we couldn't come out. I know yeah. The moon be out. There. He couldn't possibly go into an event like I know if it would be chaos and thousands won't be. Yeah. And moose yeah. They yeah. I. I can't make it I'd say air and he got. A lot at stake. For those who either don't know my son is playing baseball in the Dominican our son sentenced ten maybe eleven next week that's an amazing little adventure which we fell into last summer Williams going to school down there. With his mark as a mom we have a residence there aren't Williams seems to be doing okay and the ball parks and he's got a great school Abraham Lincoln it's only studying on what do you mean. And it. Who do. You. Need. To do. Mr. change and so each T really. Get. Yeah. Which is. How it. He's community. Opinion in talking about senator and now we're America can talk. I. Got to. Get there. Six and said oh my goodness what can you put him on the phone personal. Ill and it eat hit. And I. Can't. He can't be area treatment. And keep it. Who put him on the linemen momentum. And I was discriminate abundant element mood reassure them that thanked students for whom the resume to them down. Snoops and so we go through music and then hearing. Only you can only do I. Six innings on William and I. Will go to six days and movement and that's who's a year end of American schools in the two we was gonna take a long time for either a two point incident and their long wooing him. Hi out. At me and I got bad acting work 888. Years. I never have. My teacher had helped the interest march. Are you don't and I. Abraham Lincoln school is a great school I'll agree with it's certainly it was like they built it for you William. It's like you have let's make a school it's perfect for when Caroline and restrict a very nice and carrying and then pop them in the middle of the Dominican Republic and then you're going in my. So what's the secret what was your secret decisions this term this quarter. It we're hard at worst addiction and. Most were canal and you baseballs coming along we're only down loose from our own this week to see you and celebrate Valentine's Damon your birthday has sent. Oh. OK very good and glad to talk we talk to mom and Laviolette talked to suit. And I'd. OK what's a good way when the call we're parent Newton is off the hook we yeah. We have to put more people in there we have to expand the offices we are packed schedules packed it's only been one month for television takes almost a year or two what did you think. And etiquette about who didn't you and solid Obama. Mean people in late. Well the folks in new not gonna say if you listening more for you are fantastic people they're very thoughtful to different type of investor different mindset very young pro active and very thoughtful so. We thank them thank you for coming on cal you know on your right. Good and to whom see you soon Nancy Johnson and losing. It with two minutes in Newton. Just over five keywords bundled for your retirement years the first is time the second is trust. Texas is a keyword technology has impact. Terrorism is the worst team ward of the mall. Are you dealing with the five tees. Dear bill Kelley senior safe money strategies call 88881881. And speak to build what matters to bill Kelly. Q that's terrific. Senior safe money strategies Tripoli 81881. Call today. Yes spotlight to a turn your action conference thank you very much of that and so and so. Tripoli 81881. Call two days. We would like to come to cap it at Skid Row that luncheon there and that would be wonder. Well thank you I'm back. Tripoli 81881. Call two days. I was just listening to your radio show and I. I would like to attend the Tuscan kitchen. Presentation. So if you could make solicitation for me in let me you know I would appreciate it thank you look at it and I would like to make a reservation twenty. Tuscan kitchen thank you. Tripoli 81881. Call two days. I really. And piety wealth preservation risk management seminars to Babson. I would like to attend the brunch. And touch you can email me more information about it the bulk of the would like to attend the brunch thank you. Tripoli 81881. Call today. Seniors seem funny strategies. Wealth transfers senior safe money strategies. Living trusts seniors save money strapped Medicaid crisis planning senior saint under stress. Portfolio income projections seniors save you money strapped. Call bill Kelly exceeding 31981. Or locally at 7818493090. For a return. There's. This road to. Ambassador Flynn. We're gonna need all of your Serbian all of your wisdom. And that then. Every single inch and pound announces that it how are you today. Until I go up up up picture of air. Big city got. And you know it up until I got stacks and stacks of important papers and photographs. Everything it could be it cannot cut some of trying to go for the I'm looking at it should you know O'Connell record of myself. You know he's just sent people Pope John Paul the second of the trees. Are all these old and a medal. I'd like kind. I just don't know what to do look up and Belichick put that all of the book maybe a couple of books. Elect politics at people help you market. Europe politics now here's the my wife are great and myself that pretty well in question but what that gives grew up and we elect Barack a lot of the 08 bill. Check out. And adding yeah picture of what textbook what's that that has talked to lead out there. Shot spikes shinseki and secretary the president trump. You can get it built but he's pulling it great conservative writer moods. It might. There's probably GM. Looked at all pictures. Release of all predicted peak of that cut pushed out to people metal girder. Here's bill that I could get to go outside to get to focus on this side to go. I know we've had the president was sort of admonished by the courts last week on Thursday did you ever have an experience like that is mayor during those. Turbulent times maybe when the courts decided to pure view sort of not a rebuke. So I had a vote of period. Anybody ever experienced a year coworker the top but in charge card. I would still say look we got and it comes out book tour bus. Cairo district judge Kaye at the most last week being. Desegregation. In brown vs board of education to peek into this not work this whole thing. Going back in 1964. That in the book and saw it go for Eric Schmidt called managed. During desegregation. I would doubt Washington DC. I said in on the supreme court of the united a book about busing. Also want you abortion decision. Ought that. I trust enacted in Massachusetts with Charlie. Looks like they'll. So don't let it experience that's a great questions like do well. Much guarded in his goats like you were up that are you know what I hear about Q. You're probably has not. Knowledgeable you're happy you're anybody in the financial gotten into an outlet like they keep doing what. You're school you're agent is preparing other kids so that people. Trick or you may god they've become the Ellis at practice. And that's carry out here. But you know what bill when you go. All bad experience. In Albrecht college. Goes scripture. Question you're people arc that. Check up actually. What got trapped like. I got out of the light right now. What did you think differently debt debt and make double hop. That you. That's. Got Gupta but it's not great at what he's doing he's doing the best each. Get it out. Get rid experience. At the political trap it or after the media an immediate and he would get a to do to deal with Google articulate but I was so welcome. A point up the issue I was goat got. So would go up that's going now. Echoed some pretty politicians'. Books that Coke or restrict. Expelled by the way I could model make it a picnic. You know like I'll wake up we are all part of what this bill bill looks well. And that what we are happy experience you know used to it because it may not gonna help you when traps in the court. Public opinion is coming back. You have to have the experience. Yet it can't be beat if I go. So Boston's pretty light sentence stinks you know there's trouble up Eric you have to noted that street. You cannot want to go street want to trouble sometimes that walk around some people say well at that point. The problem you know what's it like it is according well. And I loved to the problem a crisis injecting. I wish a great great. At comic what it gets larger and go. He can't Alex. What all the tied up in go out to a he's got to be. Happy you can recommend that people that could help him tremendously. But that's not it works typically wants to bring that all people. In. College option could yield would look like they treat people like. What about. Not doing what and vigilance nobody. Workflow or. Foundation. Of our operation can't we get it shall Cox is going to create. You elect a worker got Toppert gritty cops are quite. And they can stay for one more segment short yeah. Used to. This is the bill Kelley show there's nothing ever false about hope. Keep your family fortune in the family. Call 188881881. Now and speak to do Kelly. This is still account for those of you want to protect your wealth if at all possible for those of you who are wondering about retirement the projection projections of your retirement investments and your cash flow give us a caller Kelly financial. Any NET 800 when he didn't want to ask for a free copy of the changing face of retirement investing it's an amazing publication. In and you learn what has happened since the boomers first started their journey on earth and the unique place she might be today. If you're over fifty and trying to figure out what path to take on your retirement turning everybody has been on a path. It's called life. Where you've been is probably in a place called sacrifice and going without in order to invest and save for retirement at the same time helping others that's where you've been an issue of travel through life just like you've reached a point which is called now this moment yesterday is history tomorrow is a mystery but look tomorrow can be a projected calculated and actually. Maybe I'm more of a certainty if you have the proper information and you have the proper tools so any any any any country what he wants it with us I tell you it's important for you to know cash flow becomes the most important thing to you when you retire especially if you're depending on your investments to make opposite significant portion of the human of your retirement cash flow so any any any 800 when he hit one we're having events at the Tuscan kitchen we're having events and the Babson college and we're having events and several different venues in the coming three months we are absolutely packed right now for that reason we're open on Saturdays and are hoping opening lanes we have a new office in Newton it's packed we will make room for you we'll make room for everyone any any any 800 when he didn't want we just -- the office it's packed. Schedules packed we're adding I'm more and more staff to new and we have to train people we have to do growing and we will fit you win 888800. When he hit one hit another look at what you're doing before you make a mistake where before you do something that's irreversible. Sit down with a standup yourself kept knowledge visit with us at the Tuscan kitchen and Burlington or Babson College near Newton 888800. Point hit when we're going you have crunches and we're going to have dinners at the new Marion not known to -- the Newton office which is off the charts institutes of its iso 888800. When he didn't want to do on that get a copy of senior safe money strategies and get a copy of the workbook 888801. Meeting one take the national senior retirement test which I developed any any any 800. When he wanted to find out where you stand when you finished the test you know we understand it's a very it's a test that will cause you to think about what you're actually doing and how you might stack up any pain any 800 when he hit one find out what the expenses the expenses are inside of your portfolio and your investments your 401K. Your variable annuities find out what the expense ratios are in the investment you have the funds they need any any any country wanted to warn and find out if you still want to continue to give away at that point five. 11 and half two and a half four and a half percent every month or you wanna put that in your pocket or not give it out at all. Eight and 8800. Wanted to he wants it with us there's no fee for a consultation. Initially you'll never be billed for sitting with us and for your initial consultation. We're gonna create a cash flow analysis for you we're gonna create a twenty year projection for you we're going to do balance sheet for you. We're gonna do an investment report for you and we'll show you that alpha of your investments and sounds like a big term but it's really the strength of your management really show you the data of your entire portfolio all mapped out which is how much volatility you have in comparison to the market and we're going to show you the expense ratios and what you have find out what you're actually spending on fees right now you have investments that are loaded any any any any country when he wants it with us in Burlington Braintree more than newest office Newton visit with us at the Tuscan kitchen for dinner or. Our prime stones so those are packed always or similar thus advancing college and they've welcomed us with open arms it's a fantastic. Experience and perhaps in the home of American. Entrepreneurship. And college was formed it was based on successful American businesses and the courage that it takes to venture out so don't forget these events ladies and gentlemen they're very important. We won't commute there and we welcome to a new office in new don't be shy command me just shake hands kind of what we can do for you paid me a few 10181. Season. Are you getting pays over five days bundle to any investing relationship. One is the ability of your professional. Another is availability. There's attitude action and accountability. Listen to Bill Keller senior safe money strategies and called 8881880. Wanted to speak to bill. What matters to build Kelly is you know we think you'll give him straight days. What's that thing. It's. Friend and guy feel welcome to show. And we've been pretty good I know you're very busy and don't Newton the new office in Newton is packed and I know you end to end there as well as soon to Lisa Marcum Burlington so ladies and gentlemen turning got a few works with fixed investments and feminism. Graduate of saint Francis university in Colorado Pennsylvania and an investment advisor representative and vice president and Kelly financial and that's a mouthful welcome Brandon. Thank you so much trapped in the Serb. We have some new things happening we have the new investment policy statements for investors in new risk tolerance. To reflect the bull market now is echoing with this new clients and the prospects. It's a great perspective so that when they look at it they get an understanding of what type of investments are out there. Because our goal is to find in past and that's right. Pretty individual ever person's different so really define what meet their personal goals and that's the biggest thing that we stresses really finding what is best. Or view on a personal level and that's where they cater great outline of everything. So you know exactly what type of investments or. Well we have several selections could you name some of the groupings that we have right now. We have a moderate portfolio we have. Some aggressive portfolio we have a very conservative portfolio up. Bond portfolio. Bill very. Have different investments in each but it really all about finding what is best for you and typically. A lot of people on to the moderate to conservative profile because when he get closer to retirement. It's about. Meeting your goals and managing our expectations. You don't want a lot numbers in your portfolio. Turn turn nine to a great Taki spoken out some twice last week 888800. Wanted to warn whoever wants to attend our next event will be a brunch or dinner at the U Tuscan kitchen and Burlington or the Marriott Newton. And Brandon will be speaking about the Everest effect without giving it away Brandon to Juba snow a little bit about the universe defect. Yeah adverse affect everyone thinks about climbing the mountain even make it to the top but then you realize that 29000. Seat up and agility that. Snowy cold mountain and have the plans that. A lot like retirement where to reach your goals and you aren't working anymore you have to protect yourself and they on the past. And most of the fatalities happen on which part of the you know climb Clinton. After you reach the top people relaxed senator and they've accomplished they're goals but didn't date don't realize they have to make it back down. In turn could and we're doing well. In Burlington but Newton was kind of our future prize I don't wanna say I was shocked put more than pleasantly surprised. Excellent individuals out there and really having now so that we can help the many people's possible. And there's a little difference and I think the Newton people seem to be very high net worth very thoughtful budget. And they really want more information they wanna be informed and I think Quayle to give them that data don't you. Oh absolutely it's all about educating. Our individuals are clients and making sure they get the best quality that they can. So they needed 801 entity once it was Brandon or visit with us at one of our offense. That's the Newton mayor announced the Tuscan kitchen or Babson College. He's any any 801 anyone get a copy from book senior safe money strategies workbook. Look at over six investment profile statements investor profile statements find out where you fit and also find out if you paying exorbitant fees. Wrapped in deer county you don't realize it's very important and doesn't take away your profits ladies and gentlemen. And friend and I hope you have a nice restful weekend and you've been busy all week and thanks for spending time with us on the show today. Thank you much here. You to convince well. My announced. Could that. Seniors save money extracting. Wealth transfer senior safe money strategies. Living trusts seniors save money strapped. Medicaid crisis planning senior saint under stress out. Portfolio income projections seniors money strapped. Call bill killing at 88881981. Or locally at 7818493090. And. Senior safe money strategies Tripoli 81881. Call two days yeah. Yes spotlight to a certain action conference thank you very much. And so and so. Tripoli 81881. Call two days. We would like to come to cap it at Skid Row that. And the tension there at that would be wonderful thank you about. Tripoli 81881. Call two days. I was just listening to your radio show and I I would like to attend the Tuscan kitchen. Presentation. So if you could make solicitation for me in let me you know I would appreciate it thank you look at and it and I would like to make a reservation twenty. Tuscan kitchen thank you up by. Tripoli 81881. Call two days. I barely. And piety wealth preservation risk management seminars that apps and I would like to attend a brunch. And took you can email me more information about it the both of us. Would like to attend the branch banking. Tripoli 81881. Call two days. This is still account for those of you wanna protect your wealth if at all possible for those of you who are wondering about retirement the projection projections of your retirement investments and your cash flow give us a caller Kelly financial. Any NET 801 if you wanna ask for a free copy of the changing face of retirement investing it's an amazing publication in it you learn what has happened since the boomers first started their journey on earth and the unique place she might be today. If you're over fifty and trying to figure out what path to take on your retirement turning everybody has been on a path. Its goal line. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- Schedules packed we're adding I'm more and more staff to Newton but we have to train people we have to do growing and we will fit you win 888800. When he hit one get another look at what you're doing before you make a mistake where before you do something that's irreversible. Sit down with on standup yourself kit knowledge visit with us at the Tuscan kitchen and Burlington or Babson College near Newton 888800. Point hit one we're going to have crunches and we're going to have dinners at the new Marion not known to support the Newton office which is off the charts as the kids once I saw 88880181. You know that get a copy of senior safe money strategies and get a copy of the workbook 88880181. Take the national senior retirement test which I developed any any any 800. 181 find out where you stand when you finished the test you know we understand it's a very it's a test that will cause you to think about what you're actually doing and how you might stack up any pain any 800 when he hit one find out what the expenses the expenses are inside of your portfolio and your investments your 401K. Your variable annuities find out what the expense ratios are in the investment you have the funds need any any any country when it went and find out if you still want to continue to give away at that point five. 11 and a half two and a half four and a half percent every month or you want to put them in your pocket or not give it out at all. Any any any 800 wanted to he wants it wind thus there's no fee for a consultation. Initially you'll never be billed for sitting with us and for your initial consultation. We're gonna create a cash flow analysis for you we're gonna create a twenty year projection for you we're going to do balance sheet for you. We're gonna do an investment report for -- then we'll show you that -- of your investments and sounds like a -- term but it's really the strength of your management we're gonna show -- the -- of your entire portfolio all mapped out which is how much volatility you have in comparison to the market -- showing the expense ratios and what you have find -- you're actually spending on fees right now you have investments that are -- any any any any country when he wants it with us in Burlington Braintree more than newest office -- visit with us at the Tuscan kitchen for dinner or -- those so those are -- -- lace -- with -- at -- in college and they've welcomed us with open -- just a fantastic. Experience and perhaps in the home of American entrepreneurship. And college was formed it was based -- successful American businesses and the courage that it takes to venture out so don't forget these events ladies and gentlemen they're very important. We won't commute there and we welcome to a new office in new don't be shy command me to shake hands kind of what we can do for you paid any 18100 when he did one season. Keep your family fortune in the family she which you have to use what you want. And pass along what's left. Are there trillions of dollars in IRA and individual retirement accounts going to be too much for Uncle Sam to overlook. Have you done tactical planning to strategically guard bureau six acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate in protected from creditors and interloper his. New legislation is here now do not delay take decisive action to keep your family fortune in the family. Call 188881881. Now and speak to bill Kelly. Schedule a review an appointment for a consulting session and have all of your questions answered that's 88881881. Keep what you have to use what you want and pass along what's left. I'm bill Kelly speaking your next function call 888801881. Today. Bill is available to address your group business or organization on any of the topics discussed during a show he's a featured motivational speaker before retirement club's business organizations conferences seminars as well as sales meetings in groups in need of vibrant approaches and new ideas. Call 888801881. To arrange for a bill Kelly to speak before your group. We have the book for you it's called senior safe money strategies. There is a workbook that goes with the book right now you can get your. 288. Pages long it's almost everything I've written. Over the last 23 years put together so 888801. Anymore and get the book senior safe money strategies and pass for the senior safe. Money strategies workbook volume one and two. So by calling today you have the information immediately. As soon as Alexis on the folks who fulfillment can get them out to you at the items out to you and you can be taking advantage of that knowledge and information and newfound techniques and ideas. On Monday before the market opens so pay pay 801. Anymore and get your copies especially now the senior safe money strategies work folk following morning to 288. Pages and it's even half by eleven such huge. Looks like the old dictionary we used to have an unsecured. Don't forget that it's a something a little bit knew something a little bit different and whoever is doing more information to information is power. Catcher work folks ask for. The national senior retirement test it's something else and we offer find out where you stand 888800. When he did one get the Del Mar report find out why investors guessed wrong on almost 75%. Of the times. So paid heed any. 800 pointed anymore and we've had thousands of people take the national senior retirement test you'll be able to see where you stack up with those people can get an idea we stand people generally ask me reviewing stand and this is one way of knowing generally I tell him you're in good standing because she's standing with may have knocked out. So no more can the will and trust workbook 888800. Point 88 point it will help you figure things out and then total wealth transfer which is part of the ten free reports 888800. Wanted to anyone there's every kind of idea strategy and technique and I think that's important anyone to view. In that publication. So total wealth transfer the will and trust more thought the Del Mar report on investment investor behavior that would be you know the national senior retirement test senior safe money strategies and the senior safe money strategies were poked volume one and 2288. Pages that they now have my eleventh it's now six point nine packed packed with every type of publication I thought might be important to you 888800. Wanted it on the larger publications are emails only right now and even print them by probably within a few months I hope. But it's quite a big job to print these large items so 888800. Wanted to anymore and of course in the next ninety days are high net worth summits. For those of you have between 505. Million to protect tenancy what does have Lombardo is in the South Shore. The Tuscan kitchen north in Burlington fantastic venue you'll join at all or any of these there is no cost and the information you will receive I believe it's priceless how do you like that so big a date. 890 once it was us for a dinner during the week and early dinner you'll be on your way home by 7888800. Wanted to once Tuscan kitchen in Burlington publications. The 888801. If you won the national senior retirement test the will and trust work for the senior safe money strategies book my original publication and the seniors safe money strategies work books volume one and two. Don't missed analysts as well lasted ten pack of publications ask Alexis trying to get these publications do as quickly as we camp because if you get them today you can be putting their knowledge to work through newfound knowledge the newfound information that's very valuable in these folks in these publications 888800. Pointed it on I'll be right back. Keep your family fortune in the family and she what you had to use what you want and pass along what's left. Are they trillions of dollars in a higher rating and individual retirement accounts are going to be too much for Uncle Sam do overlook. As you've done tactical planning do strategically to argue restaurants acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate in protected from creditors and interloper his new legislation is here now. Do not delay take decisive action to keep your family fortune in the family. Call 188881881. Now and speak to bill Kelly. Schedule a review an appointment for a consulting sessions and have all of your questions answered. That's 88881881. Keep what you have. Use what you want. And pass along what's left. It's Saturday morning and what's most important to you about your retirement years. Trying senior safe money strategies with bill Kelley on six AB WRK go. Call bill at triple A 81881. Or locally at 78184939. Feet. Stay informed. OK and you say goodbye to the people. And thank you for listening. And. I. What's most important to you about your retirement years. Trying senior safe money strategies with Phil Kelly called killer triple A 81881. Or locally at 78184939. Feet. Stay informed. Are you getting pays there were five bogeys vital to any investing relationship. One he has the ability of your professional and another is availability. There's attitude action and accountability and to listen to bill Kelly's senior safe money strategies. Called 88818. He wanted to speak to bill. What matters to build Kelly is usually we think you'll give him straight days. Senior safe money strategies Tripoli 81881. Called today. Yes spotlight to turn your action conference thank you very much. And so and so. Tripoli 81881. Call two days. We would like to come to cap it at scan drought that. And the tension there and that would be wonderful thank you about. Tripoli 81881. Call today. I was just listening to your radio show and I I would like to attend the Tuscan kitchen. Presentation. So if he could make the motivation for me and let you know I would appreciate it thank you look at it and I would like to make a reservation twenty. Tuscan kitchen thank you. Tripoli 81881. Call two days. I barely. And piety wealth preservation risk management seminars that perhaps some. I would like to attend a brunch. And Turkey could email me more information about it to the both of us. Would like to attend the branch banking. Tripoli 81881. Call two days. Senior same unease strategy is wealth transfer senior safe money strategies. Living trusts seniors save money strapped. Medicaid crisis planning C you're saying I'm strapped. Portfolio income projections seniors. Money strapped. Call Bill Elliott 8881981. Or locally at 7818493090. Okay. Coming up. I. The content here. Leave the it's hard. It's. It. What's most important to you about your retirement years trying senior safe money strategies with Phil Kelly called killer triple A 81881. Or locally at 78184939. Feet. Stay informed. Senior safe money strategies Tripoli 81881. Call today yeah. This is still account for those of you want to protect your wealth if at all possible for those of you who are wondering about retirement the projection projections of your retirement investments and your cash flow give us a caller Kelly financial. Any NET 800 when he didn't want to ask for a free copy of the changing face of retirement investing it's an amazing publication. In it you learn what has happened since the boomers first started their journey on earth and the unique place you might be today. If you're over fifty and trying to figure out what path to take on your retirement turning everybody has been on a path. It's called life. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- When he hit one hit another look at what you're doing before you make a mistake where before you do something that's irreversible. Sit down with on standup yourself kept knowledge visit with us at the Tuscan kitchen in Burlington or Babson College near -- 888800. Point hit when we're going you have crunches and we're going to have dinners at the new -- not -- to support the Newton office which is off the charts institute's roots -- 888800. When he didn't want to do on that get a copy of senior safe money strategies and get a copy of the workbook 888801. -- one take the national senior retirement test which I developed any -- 8800. When he wanted to find out where you stand when you finished the test you know we understand it's a very it's a test that will cause you to think about what you're actually doing and how you might stack up. Any any any 800 when he hit one find out what the expense expenses are. Inside of your portfolio and your investments your 401K. Your variable annuities find out what the expense ratios are in the investment you have the funds need any any any country when he went and find out if you still want to continue to give away at that point five. 11 and half two and a half four and a half percent every month or you wanna put that in your pocket or not give it out at all. Any any any 800 wanted to he wants it wind thus there's no fee for a consultation. Initially you'll never be billed for sitting with us and for your initial consultation. We're going to create a cash flow analysis for you we're gonna create a twenty year projection for you we're going to do balance sheet for you. We're gonna do an investment report for you and we'll show you that alpha of your investments and sounds like a big term but it's really the strength of your management. We're gonna show you the data of your entire portfolio all mapped out which is how much volatility you have in comparison to the market and we're going to show you the expense ratios and what you have find out what you're actually spending on fees right now you have investments that are loaded any any any any country when he wants it with us in Burlington Braintree more than newest office Newton visit with us at the Tuscan kitchen for dinner or -- those so those are packed always or sit with us at Babson college and they've welcomed us with open arms it's a fantastic. Experience and perhaps in the home of American. Entrepreneurship. And college was formed it was based on successful American businesses and the courage that it takes to venture out so don't forget these events ladies and gentlemen they're very important. We won't commute there and we welcome to a new offices new don't be shy command me to shake hands kind of what we can do for you paid paid 1810181. Season. Keep your family fortune in the family she what you have use what you want to. And pass along what's left are the trillions of dollars in IRA and individual retirement accounts going to be too much for Uncle Sam to overlook. Have you done tactical planning to strategically guard your assets acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate in protected from predators and interloper his new legislation is here now. Do not delay take decisive action to keep your family fortune in the family. Call 1888800. In 1981 now and speak to bill Kelly. Schedule a review an appointment or consulting session and have all of your questions answered that's 88881881. Keep what you had to use what you want and pass along what's left. Please in June Greg Murray our vice president senior vice president and investment advisor representative from Kelly financial. Greg quite a week in the market the couple looks like it continues. Didn't look very promising that it will continue to continue. As I've been saying every week for the last couple weeks. They were out looking good last year doubt we have the positive that he in the market in this reflecting tight lead out and makes this extremely happy. And is there any cautionary notes I mean some of the bondholders are feeling a little bit of pain but I do think there will normalize and what are your thoughts for the remainder of the year. Possibly bond markets we can't not expect them to return 8% at peak gave us. There are appreciating each shirt buyer. We'll let that there is no question about that. But but still to give us stability at work eight portfolio. With that you'd expect more likes to read or percent of it. By having bought your portfolio. Does offset the ball stability of the equity. It will give us core stability. I know this year are forming investors who have profiles and could you let us know what the different segments might be a different classes. What we're trying to do trying to trailer has portable network managing. To our customer's. It strategy so we try to do that by investing either soccer and equities. And bonds. Or mixture of boat in that conservative moderate growth capacity. We're trying to get the portfolios. More tailored works why it needs. And risk profiles in addition to that power of people feeling about risk right now. Keep clerk wanted to take more that's always a concern because we need to have cautious optimism. Yet we feel very good about which are going right now actually feel that the market will continue appreciating. What happened. What's to protect us from the outside. That need to be most careful about. Craig and any new wrinkles that you're seeing during these segments are sectors of the market any mantras are here. Looking never anything in let's say geographical regions. You still like domestic US equities but it comes down to international securities right now we are still feel very comfortable with the we like the domestic market we like broad based markets at this point. We feel very confident in the financial in the defense industry at our new president. I don't think it's a slam dunk for him no pun intended but. We'll see what happens unknown issue out of my comfort level with high net worth individuals Greg could you explain that to me. Utley to work with anybody use of data at my desk. I'm happy to help whoever wants our system whether they have ten dollars or ten billion dollars we're happy to help. Great we're getting a lot more folks who holds her own businesses and high net worth ultra high net worth and I think over the years we've been able to. Maybe sustainment with our own internal research which I think makes a lot more sense don't you Greg. Absolutely that means that we have the decision making ability of what we're purchasing. Know everything about the company's actual work past it. But we make it changed. Me changed based. Or we feel is best for our clients. Stern could Greg Lauren 888800. Wanted to join you can here's Greg speak we had a great event and perhaps an 888800. Point eight anyone and Greg. I think he Newton offices taking off for duke and great. I need to basis see dread getting up there at have a back to back appointment albeit well. Did you feel it. It's a great feeling and now what are your plans for skiing monsieur Greg how what Seattle canoeing and it changed dramatically on Friday rice. This week it looks very promising after that most of it that you. You recently got. Then you're never skipped any favorite spots and doing a great north let the folks know about. Killing ten and oak key vote. Over there from mutt very good sized battle very good now of course very good people. And he has a vehicle to do what you're driving lately current. Our chief. No no it doesn't really bother me that much. Critics of throwback guy ladies and tell when he's old school but he's cutting edge of these she loves the old school in the Jeep. Seem to do it does that thing go up and down when you push a button or something. Note setting you get around and that meant that. That we had a thirst that. While her journal please tell us it was Greg Murray 888800. Wanted to warn there are six investor profiles you might fit into one of those six. And you might feel more comfortable knowing exactly who you are. Purdue and risk tolerance test they gave me. 800 wanted to warn will be speaking at the Mary Todd Newton and also be speaking at the Tuscan kitchen. Next month in this month I think course cafe ask Pedroia Greg. Okay folks maybe 8800 wanted to once it was great get a copy of our books or. Resume with us for brunch or dinner thanks again for being on the show this week correct. Are it's. Senior safe money strategies Tripoli 81881. Call two days. Yes all like to turn your action conference thank you very much of that and so and so. Tripoli 81881. Call two days. We would like to come to cap it at Skid Row that. And the tensions there and that would be wonderful thank you about. Tripoli 81881. Call today. I was just listening to your radio show and I I would like to attend the Tuscan kitchen. Presentation. So if you could make solicitation for me in let me you know I would appreciate it thank you look at and it and I would like to make a reservation twenty. Tuscan kitchen thank you. Tripoli 81881. Call two days. I really. And piety wealth preservation risk management seminars that apps and I would like to attend a brunch. And took you can email me more information about it to the both of us. Would like to attend the branch banking. Tripoli 81881. Call two days. We have the book for you it's called senior safe money strategies. There is a workbook that goes with the book right now you can get your the copy of the book and we can't give you a hard copy so if you call Alexis and Sam I don't have an emailed to you can have before folks because they're 288. Pages long it's almost everything I've written. Over the last Tony three years put together so 888801. Anymore and get the book senior safe money strategies and ask for the senior safe. Money strategies workbook volume one and two. So by calling today you have the information immediately. As soon as Alexis are the folks who fulfillment can get them out to you at the items out to you and you can be taking advantage of that knowledge and information and newfound techniques and ideas. On Monday before the market opens up 888801. Anymore and get your copies especially now the senior safe money strategies work folk following morning to. 288. Pages and it's even half by eleven such huge. Looks like the old dictionary re used to have a secure. Don't forget that it's a something a little bit knew something a little bit different and a way of us getting more information to information is power. Catcher work folks ask for. The national senior retirement test it's something else and we offer find out where you stand 888800. When he did one get the Del Mar report find out why investors guessed wrong on almost 75%. Of the time so paid it any. 800 pointed anymore and we've had thousands of people take the national senior retirement test. You'll be able to see where you stack up but those people can get an idea where you stand people generally ask me where do we stand and this is one way of knowing generally I tell him you're in good standing because you're standing with may have been like that. So don't Warren give the will and trust workbook 888800. Point 88 point it will help you figure things out and then total wealth transfer which is part of the ten free reports 888800. Wanted to anyone there's every kind of idea strategy and technique I think that's important anyway to you. In that publication. So total wealth transfer the will and trust workbook the Del Mar report on investment investor behavior that would be you know the national senior retirement test senior safe money strategies and the senior safe money strategies or poke volume one and 2288. Pages of a new half by eleven it's not a six point nine packed packed with every type of publication I felt might be important to you 888800. One and it went to a larger publications are emails only right now and we're gonna print them by probably within a few months I hope. But it's quite a big job to print these large items so 888801. Anymore and of course in the next ninety days are high net worth summits for those of you who have between 505. Million to protect Cummins it was us embargoes in the South Shore. The Tuscan kitchen north and Burlington fantastic venue you'll join at all or any of these there is no cost and the information you will receive I believe it's priceless how do you like that so be a date. 890 once it was us for a dinner during the week and early dinner he'll be on your way home by 7888800. Wanted to hit one Tuscan kitchen in Burlington publications. The 888801. If you want the national senior retirement test the will and trust workbook the senior safe money strategies book my original publication and the seniors safe money strategies work books volume one and two. Don't miss those as well lasted ten pack of publications ask Alexis trying to get these publications do as quickly as we camp because if you get them today you can be putting their knowledge to work through newfound knowledge the newfound information that's very valuable in these folks in these publications 888800. Pointed it when I'll be right back. They're going to keep what you have to use what you want to and pass along what's left. Are you aggressively working to keep would you happen pass along something to those near and dear to you. Want to thank both look back isn't sort of replaced their recent five year look back and replace the original three year look back. Are you worried about the new tax loss well above potential means testing for Social Security Medicare and Medicaid. Call 188881881. Now and speak to build Kelly yeah. Get pills courtroom schedule review and make an appointment for have a consulting sessions to answer all of your questions today and that's 888800. 1881. And. I think the United States is the greatest place in the world to invest we have some say it's. Too bad apples. Does either. He broke turn. Dancing. This road to. There and we're here with ambassador Raymond Flynn a privilege always every week I go to school ladies and gentlemen answer most good politicians turned slightly on the base after their elected and he realized the election's over I'm going to more than middle now I don't need to be cultural right anymore. And wanna embrace them he should be making deals and Schumer and he could have muted Schumer. But you have to turn on your base slightly Clinton was a master at that CF to embrace a larger group of people to Canadian based built up solid for the mid terms. Princeton actually strictly it's a country shouldn't you know represent everybody. You don't just represent you in its include a great deal. Which risks. It's easy to get elected to run it cut to got a most people and it's hard to get elected in easy it got jet ski up. And what he actually tool what anybody asks do we should keep track of Bakes is concerned about liberals are ready to act that those guys. Actual truck actually you know my Brothers and uncles and everybody else got amateur people it is. They consider themselves liberal conservatives when it got black stream content themselves Democrat. Think of Eric. Maybe it's a coalition may be upbeat and idealist. But you know what I expect they'll. It's smudges are looking up. Actual search area up church how much like the Kirk. Eckert judgment currently stoker guidance that's how much but. Yet we have got. Eric and non ideological conservative sort Democrat. I would week actually get. It got. And people get together that the tracks get should be checked. Once we elected. Sure all the people of the country and ask don't wanna come a law that's fine. That's the judgment that's what is America. But we have to what is. Well country not just one book eat go home not just one part of the country that comes with experience. Fortunately you don't have that this project. No we need a little more polished and a little more dignity and a little less. Concede you know what they're adversity polish is a rough stone let's hope that happens ambassador flick. What got you here click here exceptional beer and you're go all you. Expect people knew courteous of people at Europe knowledge that experience might cut people like you oh Washington. And take all these huge addition to have some. Go have integrity and ability people get in order to only be it would lose eight. Not. Carry out orders but the chief executive. That's what this country needs now I think our comp. But unfortunately she chalked up. Ask them. Mean so what they eat donuts is going to be bad sites she's not get. Dirt chances. Are watching and he's gonna succeed or. Audit partner come and soon it's going to be very very difficult end. Come back and actually needs a strong precedent and it doesn't matter in the public and our Democrat we need strong president. Clinton's got a book people will be at stake of course not right ego. I don't wanna extend it too far here but President Reagan and everyone forgot that he did she feared for years and many almost every Rotary Club. In America had a visit from Ronald Reagan never one time or another before he was even in office she sent him. All over the country Jack Valenti get to Washington DC two years before Reagan and pave the way nobody really understands how that happened I'm aware of it. So things were set in motion by a very Smart people. To get their agendas together and he teamed up with. Believe it or not as you know we are well aware of on the inside like points and that pole and the three of them took down communism. As well as brought the country back in a big way. Don't get there OK if you heard all this terrible Walt just I've read all these statements. I thought that dusty is up John call back I'll read it. I talked to Bill Casey or what might try to shirts with the world's great. I'll hours college are about. All the players move do you condition once each can cheer of the nation which may. They trusted. Ending news that I was shallow collection urged and it talks except. Basic chips can't write about it you can't talk about it. You can't fake that blunt about it just built about how your mind chalk it up to step experience. So you convict Dutch decision should get the best advice to the president to the United States now. President passed postage you have to get your. I don't know I you act in this particular case but like I do you know that each year and the occult blood outrage. Or state rep and trust Boston. Tight at boxing period change I get all caught some. From this subtle ones are very passionate chipped in Republican Party messages. It took me. You know like we had Ali your ego struggled a bit tricky on here it is the year. Why don't read him. Actually I said I know Ronald written I don't know course perhaps he thought it should ushers what's he up to shoot he's got much governor Jeb or. Should got a truck shall. Terrorism because they're told the wall conservative approach. Sort of woke up this like I EXP. A lot away and shut gear. And in his home. Like 20/20 excitement that I was nobody did he ask me this. Are we dealing with the media how you'd dealing with all these orders come. Out immediately. Public opinion going against. Ain't that Kosher best professional home when everything is against you. You know I would sort of I mean you know people it would that we are stacked against that's you know the people of Boston. Or Boston. Purses up Apollo were. Solutions courts the trinity. The governor did you know wow wicket pair and instinct took this picture people don't it all began square I actually your instinct. In your loyalty. Professor up Kennedy school of government that's what I would most. Frequently should talk about it might collapse. Ron do great class I would take that class and I didn't think I get to attend every week so I'm pretty fortunate so thank you for being with us this week. Cricket cup for you to death. Just a brave men and mrs. Clinton. Discover five keywords bundled for your retirement years the first is time. Second is trust taxes is a keyword technology has impact. Terrorism is the worst T word of the mall. Are you dealing with a five tees. Dear bill Kelley senior safe money strategies called 88881881. And speak to build what matters to bill Kelly. Huge that's terrific. Senior safe money strategies Tripoli 81881. Call two days. Yes spotlight to a certain action conference thank you very much of it and so and so. Tripoli 81881. Call two days. We would like to come to cap it at Scutaro that. And the tension there and that would be wonderful thank you I'm back. Tripoli 81881. Call two days. I was just listening to your radio show and I. I would like to attend the Tuscan kitchen. Presentation. So if you could make a reservation for me in let me you know I would appreciate it thank you look at it and I would like to make a reservation twenty. Tuscan kitchen thank you but I. Tripoli 81881. Call two days. I. And piety wealth preservation risk management seminars that Babson. I would like to attend a brunch. And took you can email me more information about the both of us. Would like to attend the brunch thank you. Tripoli 81881. Call two days. Seniors seem funny strategies. When it's transferred senior safe money strategies. Living trusts seniors earning money strapped. Medicaid crisis planning senior safe money strapped. Portfolio income projections. You're saying money strapped. Call bill killing 588800. The 1981. Or locally at 7818493090. You mom and what do need Yi thing that. What is. Wow the big fat and this and do a lot of this is the crying and I gave five news. Penis. I. And it's. And. Me being the news. My countrymen on the cultural marxists are taking it over. And how does that make you feel are you feeling safer now. Or do we have to get rid of this and whenever we were the resistance we're experiencing in our country to change. And no changes is awful. And let's face it it's been eight years of a sort of a march. And I think everybody was certainly Hillary Clinton was going to be elected and that means lemmings ambassadorships. From being lined up. All kinds of appointments cabinets. Everybody who's in line to get into that profanity that Hillary Clinton offend I guess it would be spirit cooking right that's what they do. The liberal buffets the way women the body zone and the put food on them you eat off them like a buffet table. School spirit cooking and yes I have no clue ladies and gentlemen I didn't invent it. I don't condone and I hope I don't get thrown off the air for saying things and that's. And it's a filthy habits and that's what they're doing and I hope who has ever been out there enjoying it but it's a weird thing. But I guess the buffeting lying close very suddenly the fireworks were canceled and here comes Donald Trump. And everything he does has been characterized as evil line. He stopped on line. At the trough ladies and gentlemen that we never had before. F twelve trillion dollar line. That's what we spent in the last eight years more than we took him. That's what we pledged to other people and for some reason people in Morocco have more rights. And you know and I do if attorney general took over here from Europe. And take several years to get their citizenship. So you don't have rights. And the judges here advocating for people who. Have no citizenship no real connection to our nation except some them want to continue to kill us. And that's what happens. And my anti immigrant and anti anything no I'm pro everybody. I draw the line late term abortion it's cruel murder it's infanticide. And whatever else you think if it's legal or didn't do it now the time. It's not in my business I don't this is America if you come here. You probably wanna be an American. But then you get here and you blow things up. I mean you really don't wanna be an American why are you here. And it seems that the certain people are never happy when they are and wanna go somewhere else on the Internet they're like here. And I happen again and they start blowing things up shooting people knifing them killing police officers. And you have football players making 102030. Million bucks. And for some reason they feel that there's something wrong so they've been harmed. The have been taking this summer took advantage of them. Sony and show you open your ball and put outs and don't like I do. Help the people. If you if you earned thirty million can you put aside five. And then to now 50000 people maybe. Do something 5000 people or whatever news. Rather than complain that the something wrong announce. That's what bugs me about senator Warren. Contingent two point 8% to charity. I think I give toys I think I just fifteen to torn percent to charity. I think you when you're it's been over. A quarter of a million dollars went poignant. To charities. Inner city charities that is Jim people who need education people who are hurting. People without food. Why don't do that because I'm one of if someone gets handled the way I get a hand up. But unknown people people who would not even may be recognized me to it and put out their hand. That's is to help you spent some time in the talks to me. I'm people who weren't really very successful themselves but they had faith. People that had maybe even down on their luck they're talking to me sent him you can do this we know you can only look you in the nine. And for some reason I feel stronger. And was able to move ahead. Now we believe we had to work in my family feud if we didn't work. It was a really different. Don't tell last the entire dinner at the tail we call it's opera. Because no wonder if there was no sympathy there was always something you could do. I got home from the air force I wanted to go to college. And I was at the table. Aniston rom a minute you know I'm wanna go back to school. And mama mama this and one is that voice or that I can start. In September. And it's too now so take some time off and she so connect. And the next night it's not a supper she says guess when I talk to mr. O'Brien here's a friend. Over at the you know electronics factory. And they need someone to wind to wire and can do for three months. It's about Canadian Allan Houston myself homeland. So I went over and I won't wire around schools internal and which we don't have him down is no such thing anymore. He was that thin and flat antenna wire our system for Roland and 230. Foot and a hundred foot packages in Pakistan. And then going out to all the departments are solvent when whoever walked through them and see my handiwork. That was my break before college come back to college. So that's what we did we worked hard I don't want to disparage anybody but people who are lazy. Islam in Lincoln sloth like on the streets. Spitting beating people up with polls. That's not America. And that's something good American so. And if you can't sit there weren't good American well don't saying if you think you can't say I consider it. We want good Americans here to help we want all types of people to come in here. Before it happens with president trump when he sang if what happens. Comes to be we're going need workers from all over the world anyway. He doesn't perceive that I do. There's going to be inflation in the workforce. You're going to pay more you kids are too and you grandchildren. So that's what's going to happen every competition for you you become a scarcity. Because you won't work so. Let's not give up just yet let's keep going. The president is in a chess match and more or like a boxing match. Like an MMA. And leading with you face is okay may be Bryant if you're hoping you're gonna break their hand on your face it's not going to happen you know get punched out. So use a little strategy and develop the job in the bottom and we hear a politician now when you want to be or not. Because you're dealing with politicians you've been elected stop campaigning. And stop criticizing every little thing that people do focus on something and higher level than just like things have changed for you. And we are back. That I use gears and they love you. Wins that game. The end. And is faint hairs from news to eat. Is dying crazy. Patterns own news. It's go back and now they've they've. This is the bill Kelley show there's nothing ever false about hope. Keep your family fortune in the family. Call 188881881. Now and speak to bill Kelly. This is still account for those of you wanna protect your wealth if at all possible for those of you who are wondering about retirement the projection projections of your retirement investments then you cash flow give us a caller Kelly financial. Anything a K 800 when he didn't want to ask for a free copy of the changing face of retirement investing it's an amazing publication. In it you learn what has happened since the boomers first started their journey on earth and the unique place you might be today if you're over fifty and trying to figure out what path to take. On your retirement turning everybody has been on a path its goal line. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- Schedules packed we're adding I'm more and more staff to Newton but we have to train people we have to do crying and we will fit you win 888800. When he hit one get another look at what you're doing before you make a mistake where before you do something that's irreversible. Sit down with our standup yourself can't knowledge visit with us at the Tuscan kitchen and Burlington or Babson College near Newton 888800. When he hit one we're going to have. Crunches and we're going to have dinners at the new mayor not known to sport the Newton office which is off the charts as the kids would say so 88880181. You know that get a copy of senior safe money strategies and get a copy of the workbook 88880181. Take the national senior retirement test which I developed any any any 800. When he went find out where you stand when you finished the test you know we understand it's a very it's a test that will cause you to think about what you're actually doing and how you might stack up any any any 800 when he didn't want to find out what the expense expenses are. Inside a few portfolio and your investments your 401K. Your variable annuities find out what the expense ratios are in the investment you have the funds need any any any country when it went and find out if you still want to continue to give away at that point five. 11 and half two and a half four and a half percent every month or you want to put that in your pocket or not given out at all. Any any any 800 wanted to he wants it within us there's no fee for a consultation. Initially you'll never be billed for sitting with us and for your initial consultation. We're gonna create a cash flow analysis for you we're gonna create a twenty year projection for you we're going to do balance sheet for you. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- Are you getting pays over five days bundle to any investing relationship. One is the ability of your professional. Another is availability. There's attitude action and accountability. Listen to bill Kelley senior safe money strategies and called the 88881880. Wanted to speak to bill. What matters to build Kelly is you. We think you give him straight days. Mike from Port Authority today in my shot. I would you like to talk about today my. We're real excited about the patriots. Went over the weekend as the amazing thing. Let's engine mr. We're winning so much my turn to incentive to work. No I know it comes to aggregate I don't expect that winds become what is. That was bought the lot at my daughter right Alec oh well at least so our sites. Investigators in the game right extra baggage now without a truck. While that's a good way to tell the family close my camera. In my Q sort of a pundit you have a little bit of and so I do incited and I'm already sick of winning because I guess is scuttling any plans he's leads with his faced president trump. Well it does seem to get an awful beating our. Yes credit parents apparently has there are. Only thing you know it's early and until he gets his cabinet in place it is going to be very to call him and we still have a whole lot of people left over from the last administration. That is still run those different branches and and it makes it very odd to get his policy crust because it is still operate under the directions from the last administration is supposed to have them. What president truck. Mom he. Knows what has been done he has spent the under rightward doing and beware I think the public has been. Again in the mainstream media in this. You really after him every day and he hasn't got her rights to say he was elected. Can they keep camera caught him but he still got. You know 52 weren't just treatment center a school over any of the they gave them both being shot well hard to sixties. Are split over seven. 28 team what's gonna happen with the senate do you think this if they're if they continue to do this will help them or hurt. All they can get elected don't that they have a tendency right now that have very viable there aren't red states that trump want. Double digits and they have to defend them and I can see them lose all of them because. The people that are. In office incumbent Democrats those. Those red states they have to get with the program and unhappy start voting would try and employs some support her are there. Constituents who turned against him and Al D'Amato off. I saw a program and MSNBC they had Sidney Blumenthal then senator from Connecticut Mike Barnicle and Brian Williams know what to do that. And what they have in common and. Well they're wrong you have to sort of it would. True but through some some things that this I mean it is. Will at all I mean that. You'll you know. Stolen Bala. You know he should be served in Vietnam have a set toward Vietnam. Violence. Constituent of his. I would never oval but in a sudden that that if he can't light the need a communion are these are there yeah it. Then he would like to me about and. Often agree with you on that might from Portsmouth and well we'll see what the president does and maybe he'll stop leading with his face and maybe you'll start getting Smart doing behind deuce and jabbing. It's gonna get to jet gonna ensure. The right crossing you actually should appoint George Altman. And it was a sort of Iowa yeah. Half the joke she left it up there. That's a bunch of course with we'll talk to consume things to come on the show. I can mining company. Seniors seem funny strategies. Wealth transfer senior safe money strategies. Living trusts seniors sinking money strapped. Medicaid crisis planning senior saint content strategy. Portfolio income projections seniors. Money strapped. Call bill Kelly a team meeting 300 in 1981. Or locally at 7818493090. Senior safe money strategies Tripoli 81881. Call two days. Yes all like to attend your action conference thank you very much. And so and so. Tripoli 81881. Call two days. We would like. To come to cap it at Ascot drought that luncheon there and that would be wonderful thank you about it. Tripoli 81881. Call two days. I was just listening to your radio show and I I would like to attend the Tuscan kitchen. Presentation. So if you could make a reservation for me in let me you know I would appreciate it thank you look at it and I was like to make a reservation twenty. Tuscan kitchen thank you a pack. Tripoli 81881. Call two days. I really. And piety wealth preservation risk management seminars to Babson. I would like to attend a brunch. And touch you can email me more information about it to the both of them would like to attend the brunch thank you. Tripoli 81881. Called today. Keep your family fortune in the family she what you have to use what you want. And pass along what's left. Are there trillions of dollars in IRA and individual retirement accounts going to be too much for Uncle Sam to overlook. Have you done tactical planning to strategically guard bureau six acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate in protected from creditors and interloper his. New legislation is here now do not delay take decisive action to keep your family fortune in the family. Call 188881881. Now and speak to bill Kelly. Schedule a review in appointment for a consulting session and have all of your questions answered that's 88881881. Keep what you have use what you want and pass along what's left. Have built Kelly speaking your next function call 888801881. Today. Bill is available to address your group business or organization on any of the topics discussed during a show he's a featured motivational speaker before retirement club's business organizations conferences seminars as well as sales meetings in groups in need of vibrant approaches and new ideas. Call 8888018812. Arranged for a bill Kelly to speak before your group. We have the book for you it's called senior safe. Money strategies. There is a workbook that goes with the book right now you can get your. 288. Pages long it's almost everything I've written. Over the last Tony three years put together some 888801. Anymore and get the book senior safe money strategies and ask for the senior safe. Money strategies workbook volume one and two. So by calling today you have the information immediately. As soon as Alexis on the folks who fulfillment can get them out to you at the items out to Europe and you can be taking advantage of that knowledge and information and newfound techniques and ideas. On Monday before the market opens so PP 801. Anymore and get your copies especially now the senior safe money strategies work folk following morning to. 288. Pages and it's even half by eleven so it's huge. Looks like the old dictionary we used to have an unsecured. Don't forget that it's a something a little bit knew something a little bit different and whoever is doing more information to information is power. Catcher work folks ask for. The national senior retirement test it's something else and we offer find out where you stand 888800. When he did one get the Dell our report find out why investors guessed wrong on almost 75%. Of the times. So paid heed any. 800 when it anymore and we've had thousands of people take the national senior retirement test you'll be able to see when you stack up with those people can get an idea where you stand people generally ask me where we stand and this is one way of knowing generally I. I tell him you're in good standing because you're standing with may have knocked out. So no more to the will and trust workbook 888800. Point 88 warned it will help you figure things out and then total wealth transfer which is part of the ten free reports 888800. Wanted to do when there's every kind of idea strategy and technique and I think that's important anyway to you. In that publication. So total wealth transfer the will and trust more thought the Del Mar report on investment investor behavior that would be you know the national senior retirement tests senior safe money strategies and the senior safe money strategies or poke volume one and two of 288. Pages that they now have my eleventh it's not a six point nine packed packed with every type of publication and I felt might be important to you 888800. Wanted and went to a larger publications are emails only right now and we're gonna print them by probably within a few months I hope. But it's quite a big job to print these large items so the 888800. When he gave Warren of course in the next ninety days are high net worth summits. For those of you have between 505. Million to protect clemency were thus have Lombardo is in the South Shore. The Tuscan kitchen north and Burlington fantastic venue you'll join all or any of these there is no cost and the information you will receive I believe it's priceless how do you like that so big a date. 890 once it was us for a dinner during the week and early dinner you've been on your way home by 7888800. Wanted to once Tuscan kitchen in Burlington publications. 888801. If you won the national senior retirement test the will and trust. Work for the senior safe money strategies book my original publication and the seniors safe money strategies work books volume one and two. Don't miss status as well lasted ten pack of publications Pasco Alexis trying to get these publications do as quickly as we camp because if you get them today you can be putting their knowledge to work through newfound knowledge the newfound information that's very valuable in these folks in these publications 888800. Pointed it once I'll be right back. Keep your family fortune in the family and she what you had to use what you want and pass along what's left. Are they trillions of dollars in a higher rating and individual retirement accounts are going to be too much for Uncle Sam do overlook. Have you done tactical planning do strategically to argue restaurants acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate in protected from creditors and give your loafers new legislation is here now. Do not delay take decisive action to keep your family fortune in the family. Call 188881881. Now and speak to bill Kelly. Schedule review an appointment for a consulting sessions and have all of your questions answered that's 88881881. Keep what you have. Use what you want. And pass along what's left. It's Saturday morning and what's most important to you about your retirement years. Trying senior safe money strategies with bill Kelley on six AB WRK go. Call bill at triple A 81881. Or locally at 78184939. Feet. Stay informed. Where two thirds of the order download nation's only stand with me hanging in there this week she wears. I'm sick of winning and sicker of saying president trump Kennedy's face punch to him via. I mean are you sick little winning are you sick of losing what you sick cover okinawans presence and we beat cited. I'm tired just watching this massacre. The man doesn't have to run for office anymore you know he got elected Disney let's be president now c'mon when your biggest supporters but this is this is getting messy so let's get it together. We don't have the first month on the job jitters but it's time to you know an analyst can't move and America right yes. Police reporters politicians come on. He needed 800 point 81 call this minefield. And overnight bank okay then you listening device to the people. And thank you lose. It for me. I. And. It's. A. What's most important to you about your retirement years. Trying senior safe money strategies with Phil Kelly called killer triple A 81881. Or locally at 78184939. Feet. Stay informed. Are you getting pays there were five bogeys vital to any investing relationship. One he has the ability of your professional and another is availability. There's attitude action. And accountability and to listen to bill Kelly's senior safe money strategies and called the 88818. He wanted to speak to bill. What matters to build Kelly is usually we think you'll give him straight days. Senior safe money strategies Tripoli 81881. Called today. Yes spotlight to a certain that action conference thank you very much. And so and so. Tripoli 81881. Call two days. We would like to come to cafe at Skid Row that. And the tension there and that would be wonderful thank you about it. Tripoli 81881. Call today. I was just listening to your radio show and I. I would like to attend the Tuscan kitchen. Presentation. So if you could make a reservation for me in let me you know I would appreciate it thank you look Janet and I would like to make a reservation twenty. Tuscan kitchen and came up. Tripoli 81881. Call two days. I really. And piety wealth preservation risk management seminars to Babson. I would like to attend a brunch. And touch you can email me more information about it the both of us. Would like to attend the brunch thank you. Tripoli 81881. Call two days. Senior same unease strategy is wealth transfer senior safe money strategies. Living trusts seniors save money strapped. Medicaid crisis planning C you're saying I'm strapped. Portfolio income projections seniors. Money strapped. Call bill Kelli at 8881981. Or locally at 7818. Or 93090. Okay. It's. Coming up. Okay. It's. Week it's hard. It's. What's most important to you about your retirement years trying senior safe money strategies with Phil Kelly called killer triple A 81881. Or locally at 78184939. Feet. Stay informed. Senior safe money strategies Tripoli 81881. Call two days yeah. This is still account for those of you wanna protect your wealth if at all possible for those of you who are wondering about retirement the projection projections of your retirement investments and your cash flow give us a caller Kelly financial. Any NET 800 when he didn't wanna ask for a free copy of the changing face of retirement investing it's an amazing publication. In it you learn what has happened since the boomers first started their journey on earth and the unique place you might be today if you're over fifty and trying to figure out what path to take on your retirement turning everybody has been on a path. Its goal line. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- When he hit one get another look at what you're doing before you make a mistake where before you do something that's irreversible. Sit down with on standup yourself can't knowledge visit with us at the Tuscan kitchen in Burlington or Babson College near Newton 888800. When he hit when we're going to have crunches and we're going to have dinners at the new Marriott not to support the Newton office which is off the charts as the kids were excited salt any anything any 800 when he didn't want to you know that get a copy of senior safe money strategies and get a copy of the workbook 888801. You want take the national senior retirement test which I developed any -- 8800. When he wanted to find out where you stand when you finished the test you know we understand it's a very it's a test that will cause you to think about what you're actually doing and how you might stack up. Any pain elite 800 when he didn't want to find out what the expense expenses are. Inside a few portfolio and your investments your 401K. Your variable annuities find out what the expense ratios are in the investment you have the funds need any any any country wanted to warn and fine and if you still want to continue to give away at that point five. 11 and half two and a half four and a half percent every month or you wanna put that in your pocket or not given out at all. Any any any 800 wanted to he wants it with us there's no fee for a consultation initially you'll never be billed for sitting with us and for your initial consultation. We're gonna create a cash flow analysis for you we're gonna create a twenty year projection for you we're going to do balance sheet for you. We're gonna do an investment report for you and we'll show you that alpha of your investments and sounds like a big term but it's really the strength of your management we're gonna show you the data of your entire portfolio all mapped out which is how much volatility you have in comparison to the market and we're going to show you the expense ratios and what you have find out what you're actually spending on fees right now you have investments that are loaded any any any any country. When he wants it with us in Burlington Braintree more than newest office Newton visit with us at the Tuscan kitchen for dinner or -- those so those are packed always or similar to us at bats in college and they've welcomed us with open arms it's a fantastic. Experience and perhaps in the home of American. Entrepreneurship. And college was formed it was based on successful American businesses and the courage that it takes to venture out so don't forget these events ladies and gentlemen they're very important. We won't commute there and we welcome to a new office in new don't be shy kimono and meet a shake hands kind of what we can do for you paid me a few hundred winning game one season. Keep your family fortune in the family teeth which you have use what you want and pass along what's left. Are there trillions of dollars in IRA and individual retirement accounts going to be too much for Uncle Sam to overlook. Have you done tactical planning to strategically guard your assets acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate in protected from predators and interloper his new legislation is here now. Do not delay take decisive action to keep your family fortune in the family. Call 1888800. In 1981 now and speak to bill Kelly. Schedule a review an appointment or consulting session and have all of your questions answered that's 88881881. Keep what you have to use what you want and pass along what's left. It is that you do many things that I'm not and a faster stronger. Yeah makes you stronger and drew crowds and. Super pleased Jim and Andrew crowds here this week you can Landry doing a great job as far as I'm concerned a I'm biased but I think you're you're doing a fantastic job and what do you think of the week. Everything these young guys it's really busy at the office a lot of it meetings moderate. It has people come and. Doing Asia generally and across from saint Francis university in Colorado Pennsylvania. These center of coal country Catholic university Andrew here's our chief investment officer. And I believe there's about 230. Million dollars out here helping to manage through some great researcher Andrew. Royal lot everything you do lots to do it starts a year of the purse month and a half or so markets well this week jumped up Thursday or Friday. And now the trump tax cuts serves becoming a reality and I think congress and a cern press people have pushed him on these tax cuts. And I guess they're gonna becoming reality very shortly right handers. Think that's to be huge huge growth especially the stock market because this corporate tax cuts no people lied about corporate greed now. I understand it's reality it ought to case but. There tax cuts could actually boost profits results translate to higher Irish stock market and that's gonna help you enough. Every person does market. Bryant more jobs the best political platform on earth is a job a good thing John minutes or. World's greatest social programs to I think a great job with a lot of self esteem could pay. Give yourself a great feeling every Friday when you have that money deposited into your checking account somewhere and problems. Raise your family pay tuition spy medicine things that we do an American and have some fun with a two right hander. We get to seek. Or obsolete illustrations are saying you asked. Sure now we turned some great events and perhaps and I know some people remarked about your talk of apps and the last week Andrew and we appreciate down great crowds. This ought to get people. That's all the people that we that was so far it out early that are opposite side of it still. I have been great all nice people and if you work out really well in that area. And so Newton any data any 800 wanted to want I know people have been waiting for years from Newton we were. I don't wanna say were caught off guard but we've been pleasantly overwhelmed with our schedules packed back to back in Newton. We're adding more people were having more space and more technology as we go. 888800. When he won if you wanna join us at the Newton marrying out next month or if you wanna join us at the Tuscan kitchen ladies and gentlemen for either brunch or dinner at an event android know we're breaking it down into four or five maybe six portfolios right now investment policy statements can you give us an idea of let's say your classifications. And it's. What people might expect to find in the most portfolios. We have launched supermodel or boys being very conservative. Although had two very aggressive and usually we go to a decline explain. Volatility associated. Each one of them. Sherman also like how bush also noted that the capture manage it we do our best to avoid volatility but make sure they know. Proper risks themselves out or what risks right amber there agent or what they're trying to up their portfolio we did it. Turf which models going to be opt out. What might be contained in let's say the middle of the road model what might it be called in what might but you fester finding them model. Save. Obviously that's been hit counter product area so but our little. 50% oxygen that's it by some editors the last and moderate members less risk than moderate. Mainly at retirees. Work up higher so it's our risk tolerance as a higher paradise little lower. North into a crowd if you wanna sit within breeders' it was a very brilliant young man I hate hate hate. 800 wanna you wanna join us at America Newton or join us at the Tuscan kitchen from brunch or dinner. And duke are you domestic foreign do you like domestic foreign like large cap small cap mid cap the way in my view because I think people and that moderate portfolio. More focused on domestic right now mainly because trumps US centric ideology. And second I think corporate tax cuts that they do a broader market rally Ellen how any areas that beat small cap it cap or large cap. But lurched got your it'll less volatility in small. Companies more developed by Haitians are gonna change much but Eddie. Those areas be good at it broader market rout. Terry could into crowd what are your plans for the weekend an opportunity to some relaxing time in asks. Very good Anders thanks for being with us this week everyone's excited 888800. Warning he wants it with Sandra standup yourself as it would us for brunch or dinner at the Tuscan kitchen. New Marion and join and doing our new. Newton offices or join me here to. He'd he'd finished he's under one anyone thank you very much and. Senior safe money strategies Tripoli 81881. Called today. Yes spotlight to a certain action conference thank you very much. And so and so. Tripoli 81881. Call two days. We would like to come to cap it at Cottrell. That luncheon there and that would be wonderful thank you I'm back. Tripoli 81881. Call two days. I was just listening to your radio show and I. I would like to attend the Tuscan kitchen. Presentation. So he could make solicitations for me in let you know I would appreciate that thank you look at it and I would like to make a reservation twenty. Tuscan kitchen thank you but I. Tripoli 81881. Call two days. Tyler. And piety wealth preservation risk management seminars that apps and I would like to attend a brunch. And took you can email me more information about it the both of us. Would like to attend the branch banking. Tripoli 81881. Call two days. We have the book for you it's called senior safe money strategies. There is a workbook that goes with the book right now you can get near the copy of the book and we can't give you a hard copy so if you call Alexis and Sam I don't have an emailed to you can't have before folks because they're 288. Pages long it's almost everything I've written. Over the last 23 years put together so 888801. Anymore and get the book senior safe money strategies and ask for the senior safe money strategies workbook volume one and two. So by calling today you have the information immediately. As soon as Alexis. All of the folks who fulfillment can get them out to you at the items out to you and you can be taking advantage of that knowledge and information and newfound techniques and ideas. On Monday before the market opens up 888801. Anymore and get your copies especially now the senior safe money strategies work folk following morning to. 288. Pages and it's even half by eleven such huge. Looks like the old dictionary re used to have a secure. Don't forget that it's a something a little bit knew something a little bit different and a way of us getting more information to information is power. Catcher work folks ask for. The national senior retirement test it's something else and we offer find out we stand 888800. When he did one get the Del Mar report find out why investors guessed wrong on almost 75%. Of the times. So paid heed any. 800 pointed it what we've had thousands of people take the national senior retirement test you'll be able to see where you stack up with those people can get an idea where you stand people generally ask me where we stand and this is one way of knowing generally I tell him you're in good standing because she's standing with me having like that. So no more get the will and trust workbook 888800. Point 88 warned it will help you figure things out and then total wealth transfer which is part of the ten free reports 888800. Wanted to anyone there's every kind of idea strategy and technique and I think that's important anyway to you. In that publication. So total wealth transfer the will and trust workbook the Del Mar report on investment investor behavior that would be you know the national senior retirement test senior safe money strategies and the senior safe money strategies or folk following morning to 288. Pages of a new half by eleven it's not a six point nine packed packed with every type of publication I felt might be important to you 888800. Wanted and went to a larger publications are emails only right now and even print them by probably within a few months I hope. But it's quite a big job to print these large items so 888800. Wanted to you warned of course in the next ninety days are high net worth summits. For those of you have between 505. Million to protect tenants it was us embargoes in the South Shore. The Tuscan kitchen north and Burlington fantastic venue you'll enjoy it all or any of these did is no cost and the information you will receive I believe it's priceless how do you like that so 888. 891. Sit with us for a dinner during the week and early dinner you'll be on your way home by 7888821. Tuscan kitchen in Burlington publications. 888801. Native won the national senior retirement test the will and trust. Workbook the senior safe money strategies book my original publication and the seniors safe money strategies work books of volume one and two. Don't miss those as well lasted ten packer publications ask Alexis trying to get these publications do as quickly as we camp because if you get them today you can be putting their knowledge to worked a newfound knowledge the newfound information that's very valuable in these folks in these publications 888800. Wanted it on I'll be right back. Don't go who keep what you have. Use what you want to and pass along what's left of are you aggressively working to keep would you happen pass along something to those near and dear to you. Want to thank both look back is in store replaced their recent five year look back and replace the original three year look back. Are you worried about the new tax loss. How about potential means testing for Social Security Medicare and Medicaid. Call 188881881. Now. And speak to build Kelly yeah. Get bills courtroom schedule review will make an appointment for have a consulting sessions to answer all of your questions today and that's 888800. The 1881. I. I. And. I think the United States is the greatest place in the world to invest we have some changes are doing the few bad apples. MS reed. How are you hadn't known to man. It you know career he's doing well we have a lot of activity in. Things aren't especially the Newton office and be noticed. And this is violence Kelly Kelly for those of you wondering if this went woman is on my show today and I'm happy Valentine's Day coming up to you honey. Jeff. But lately it seem like it was just yesterday. It fell apart stay out of extinct. A nor'easter was like yesterday to the years go by quickly don't think our hands somebody talking in the background to think that could let us have a break here for a few methods. And we. Hit the adult. And duly impeached him back to the united sooner. Like portraying them in the right hand. Out there. June yet and I touched. And how much has learned workarounds are doing the footwork. Now given her time not done. I. Yeah yeah. It. And I. Think it is interesting. On the farm I would throw a tennis ball onto these stairs and throw that's Howard learned attention on Vista security and then. I hit fly balls to myself that sounds crazy but I could hit in my community. Drop the band put the glove on and a bone cancer and there was hardly learn. You know I help you get AM. Yeah I was pretty unified you know gone. At least not play get up at all add up. Secretary adopting it but I'll. Do them they compete and masseuse decent. And we couldn't come out. Sunday oh yeah and jet setting. The moon be out. There. He couldn't possibly go into an event like I know if it would be chaos and thousands won't be. Yeah and and moos yeah. Yeah. I. I can't make it I hair and he got. A lot. For those who either don't know my son is playing baseball in the Dominican our son sentenced ten maybe eleven next week that's an amazing little adventure which we fell into last summer Williams going to school down there. With his mark as a mom we have a residence there are doing and seems to be doing okay and the ball parks and he's got a great school Abraham Lincoln it's only studying on what do you. I. Know. It. And it. Needs. To do. Mr. change and so each. It get. Yeah how it. He's community. Opinion saying talking about senator I know in America can talk. Got the yeah. Six needs and my goodness what can you put him on the phone person. And. He can't. And he can't be area for. A I. We put him on the linemen momentum. And I was discriminate abundant element mood reassure them that thanked students for whom the resume took him down. Snoops and so we go through music and then hearing. Only you can only do I. Six innings on William and I yeah. Well good six days and movement and that's who's a year end of American schools in the two we was gonna take a long time for either a two point incident and their long wooing him. Hearts out. At me I have an act any work 888. Years. I never have. My teacher at how the interest marched. Are you die and I. Abraham Lincoln school is a great school I'll agree with it's certainly it was like they built it for you William. It's like nukes and that's the preschool it's perfect for when Caroline and restrict a very nice and carrying and then pop them in the middle of the Dominican Republic and then you're going him right. So what's the secret what was your secret to sense this term this quarter. I we're hard at worst addiction and. Most working out and you baseballs coming along we're only down loose from our own this week to see you and celebrate Valentine's Damon your birthday has sent. OK very good and glad to talk we talk to mom and Laviolette talked to suit. And I'd. To. OK what's a good way when the call we're parent Newton is off the hook we yeah. We have to put more people merely have to expand the offices we are packed schedules packed it's only been one month Thomas who takes almost a year or two what did you think. And etiquette about who didn't you are solid Obama. And people in late. Well the folks in new not gonna say if you listening more for you aren't fantastic people they're very thoughtful to different type of investor different mindset very young pro active and very thoughtful so. We thank them thank you for coming on cal you know on your right. Good regular room and see you soon Nancy and so on their own. The Cubans who knew them. Just over five keywords bundled for your retirement years the first is time the second is trust. Texas is a keyword technology has impact. Terrorism is the worst team ward of the mall. Are you dealing with the five tees. Dear bill Kelley senior safe money strategies call 88881881. And speak to build what matters to build Kelly. Q that's terrific. Senior safe money strategies Tripoli 81881. Call today. Yes all the lights were turned your action conference thank you very much of that and so and so. Tripoli 81881. Call two days. We would like to come to cap an Ascot drought that. And luncheons and parent that would be wonderful thank you I'm back. Tripoli 81881. Call two days. I was just listening to your radio show and I. I would like to attend the Tuscan kitchen. Presentation. So if he could make originations for me in let me you know I would appreciate it thank you look at it and I would like to make a reservation twenty. Tuscan kitchen thank you. Tripoli 81881. Call two days. I would. And piety wealth preservation risk management seminars to Babson. I would like to attend the lunch. And touch you can email me more information about it to the both of us. Would like to attend a brunch thank you. Tripoli 81881. Call today. Seniors seem funny strategies. Wealth transfers senior safe money strategies. Living trusts seniors save money strapped Medicaid crisis planning senior saint under stress. Portfolio income projections seniors save you money strapped. Call bill Kelly exceeding 31981. Or locally at 7818493090. For a return. There's. This road to. Ambassador Flynn. We're gonna need all of your Serbian all of your wisdom. And that then. Every single inch and pound announces that it how are you today. Until now up secure so air. Big city got. And you know it up until I have got Shaq it's X it's important papers and photographs. Everything that could be it cannot cut some of trying to go for the I'm looking at it should you know O'Connell record of myself. You know he's just sent people Pope John Paul the second of the trees. Are all these old that I echo. I'd like kind. I just don't know what to do look up and Belichick put all of the book maybe a couple of books. Elect politics of people you work at. Europe politics now here's the my wife are great and myself that pretty well in question but what that gives up and we elect Barack a lot of the 08 bill. Check out. And adding yeah picture of what textbook what's at bat and doctorate degree Albania. And shot spikes. Cute secretary the president trump can tune in it built but he's pulling it great conservative writer. Moods. Sort of might. There's probably GM look at all pictures. Release of all predicted peak of that cut pushed out to people metal girder. Here's bill that I could get to go outside today at its focus on this side to go. I know we've had the president was sort of admonished by the courts last week on Thursday did you ever have an experience like tennis may hurt during those. Turbulent times maybe when the courts decided to pure view sort of not a rebuke. So I had a vote of period. Anybody ever experienced a year coworker the top but in charge card. I would still say look we got a excellence. The Jerry Buss. Colonel district judge K the most last week being. Desegregation. In. Brown vs board of education to peek into this not work in this whole thing. Going back in 1964. That in the book and saw it go for Eric Schmidt called managed. They're decent application that would down at Washington DC. I said in on the supreme court of the united a book about busing. Also on abortion decision. Ought that. I trust enacted in Massachusetts with Charlie. Looks like they'll. So don't let it experience that's a great question it's like you're up. Much editors go to like you were up this you know what I hear about Q. You're probably. Not. Knowledgeable you're happy you're anybody in the financial written into an outlet like they keep doing well. Q school here educate and prepare other kids other people. Trick or you may god they've become the Ellis at practice. And that's very. Here but you know what bill when you go. All bad experience. In Albrecht college. Goes what you're. Question you're people are now. Check up actually what got tropical like. I got out of the light right now. What did you think different. Debt debt and make double hop. There. That's. Got Gupta but it's not quite like Juli she is doing the best each. Get it out. Get rid experience. At the political sappy bit on Saturday at the media and immediate and he would get a to do to deal with Google articulate but I was so welcome. A point. Up the issue I was goat got. It would go up that's going now I. Echoed some pretty politicians'. Books that Coke or restrict. Expelled by the way. Could model Beckett a picnic. You know our blog where I get it we got people part of what this bill bill oh I love. And that what we are happy experience you know used it would be because it may not gonna help you when traps. When the court. Public opinion is coming back you have to have the experience. Yet it can't be beat is being. Go out Boston's street lights it stinks you know there's trouble up Eric you have to noted that Pia street. You cannot walk go street want to trouble sometimes that's wacko rounded up some people look at that point. The problem you know what's it like it is according well. And I loved to point the problem a crisis injecting. At which a great great. At comic on everything gets larger goal. He can't tell. What all the tied up in go out to a he's got to be really happy you're I can recommend that people that could help him tremendously. But that's not it works typically wants to bring in their own people. In. College option could yield would look at. People like galaxy. What about. Not doing this and vigilance nobody. Workflow or. Foundation. We and our operations can't we get it shall Cox. Instinct. That you elect a ticket clerk got Toppert credit card like. And they can stay for one more segment short yeah. Used to. This is the bill Kelley show there's nothing ever false about hope. Keep your family fortune in the family. Call 188881881. Now and speak to bill Kelly. This is still account for those of you want to protect your wealth if at all possible for those of you who are wondering about retirement the projection projections of your retirement investments and your cash flow give us a caller Kelly financial. Any NET 800 when he didn't want to ask for a free copy of the changing face of retirement investing it's an amazing publication. In it you learn what has happened since the boomers first started their journey on earth and the unique place she might be today. If you're over fifty and trying to figure out what path to take on your retirement turning everybody has been on a path. It's called life. Where you've been is probably in a place called sacrifice and going without you know to to invest and save for retirement at the same time helping others that's where you've been an issue of travel through life just like you've reached a point which is called now this moment yesterday is history tomorrow is a ministry don't look tomorrow can be a projected calculated and actually. Maybe I'm more of a certainty if you have the proper information and you have the proper tools so any any any any country when he wants it with us I tell you it's important for you to know cash flow becomes the most important thing to you when you retire especially if you're depending on your investments to make opposite significant portion of the -- -- your retirement cash flow so any any any 800 when he hit one we're having events at the Tuscan kitchen we're having events and the Babson college and we're having events and several different venues in the coming three months we are absolutely packed right now for that reason we're open on Saturdays remarkable thing opening lanes we have a new office in Newton it's packed we will make room for you we'll make room for everyone any any any 800 when he didn't want we just open the office it's packed. Schedules packed we're adding I'm more and more staff to new and we have to train people we have to do growing and we will fit you win a pain pain 800. When he hit one get another look at what you're doing before you make a mistake where before you do something that's irreversible. Sit down with a standup yourself kept knowledge visit with us at the Tuscan kitchen and Burlington or Babson College near Newton 888800. Point hit when we're going to have crunches and we're going to have dinners at the new Marriott not to support the Newton office which is off the charts institute's roots I -- 888800. When he didn't want to do on that get a copy of senior safe money strategies and get a copy of the workbook 888801. Meeting one take the national senior retirement test which I developed any -- 8800. When he wanted to find out where you stand when you finished the test you know we understand it's a very it's a test that won't cause you to think about what you're actually doing and how you might stack up any pain any 800 when he hit one find out what the expense expenses are inside of your portfolio and your investments your 401K. Your variable annuities find out what the expense ratios are in the investment you have the funds they need any any any country wanted to warn and fine and if you still want to continue to give away at that point five. 11 and half two and a half four and a half percent every month or you won't put then in your pocket or not give it out at all. Any any any 800 wanted to he wants it with us there's no fee for a consultation. Initially you'll never be billed for sitting with us and for your initial consultation. We're gonna create a cash flow analysis for you we're gonna create a twenty year projection for you we're going to do balance sheet for you. We're gonna do an investment report for you and we'll show you that alpha of your investments and sounds like a big term but it's really the strength of your management we're gonna show you the data of your entire portfolio all mapped out which is how much volatility you have in comparison to the market and we're going to show you the expense ratios and what you have find out what you're actually spending on fees right now you have investments that are loaded any any any any country when he wants it with us in Burlington Braintree more than newest office Newton visit with us at the Tuscan kitchen for dinner or. Are throwing stones so those are packed always or similar thus advancing college and they've welcomed us with open arms it's a fantastic. Experience and perhaps in the home of American. Entrepreneurship. And college was formed it was based on successful American businesses and the courage that it takes to venture out so don't forget these events ladies and gentlemen they're very important. We won't commute there and we welcome to a new office in new don't be shy command me to shake hands kind of what we can do for you paid me a few 10181. Season. Are you getting pays over five days bundle to any investing relationship. One is the ability of your professional. Another is availability. There's attitude action and accountability. Listen to Bill Keller senior safe money strategies and called 8881880. Wanted to speak to bill. What matters to build Kelly is you know and we think you give him straight days. What's that thing. It's. Friend and guy feel welcome to show. And we've been pretty good I know you're very busy and don't Newton the new office in new news packed and I know you end to end there as well as soon to Lisa Marcum Burlington so ladies and gentlemen turned out he works with fixed investments and feminism. Graduate of saint Francis university in Colorado Pennsylvania and an investment advisor representative and vice president and Kelly financial and that's a mouthful welcome Brandon. Thank you about trapped in the Serb. We have some new things happening we have the new investment policy statements for investors in the new risk tolerance. To reflect the bull market now is echoing with this new clients and the prospects. It's a great perspective so that when they look at it they get an understanding what type of investments are out. Because our goal is to find the investment that's right. Pretty individual ever person's different so really define what meet their personal goals and that's the biggest thing that we stress really finding what is best. Or view on a personal level and that's where they keep your great outline of everything. So you know exactly what type of investment or and. Well we have several selections could you name some of the groupings that we have right now. We have a moderate portfolio we have some aggressive portfolio we have. Very conservative portfolio up. Bond portfolio. Bill very. Have different investments in each but it really all about finding what is best for you and typically. A lot of people on to the moderate to conservative profile because when he get closer to retirement. Meeting your goals and managing your expectations. You don't want a lot numbers in your portfolio. Parent turn nine to a great Taki spoken out some twice last week. 888800. Wanted to warn whoever wants to attend our next event will be a brunch or dinner at the U Tuscan kitchen in Burlington or the Marriott Newton. And Brandon will be speaking about the Everest effect without giving it away printed could you let us know a little bit about the universe defect. Yeah adverse affect everyone thinks about climbing the mountain even make it to the top but then you realize there's 29000. Feet up and agility that. Snowy cold mountain and have the plans that. A lot like retirement where you reach your goals and you aren't working anymore you have to protect or so and they on the past. And most of the fatalities happen on which part of the unit climbed Clinton. After you reach the top people relaxed senator and they've accomplished they're goals but didn't date don't realize they have to make it back down. In turn could and we're doing well. In Burlington but Newton was kind of our future prize I don't wanna say I was shocked put more more than pleasantly surprised. Excellent individuals out there and really having now so that we can help the many people's possible. And there's a little difference in the I think the Newton people seem to be very high net worth very thoughtful budget. And they really want more information they wanna be informed and I think Quayle to give them that data don't you know. Oh absolutely it's all about educating. Our individuals are clients and making sure they get the best quality that they can. So they need any 801 entity once it was Brandon or visit with us at one of our offense. But the Newton mayor announced the Tuscan kitchen or Babson College. He's any any 801 anyone get a copy from book senior safe money strategies workbook. Look at over six investment profile statements investor profile statements find out where you fit and also find out if you paying exorbitant fees. Wrapped in deer county you don't realize it's very important and doesn't take away your profits ladies and gentlemen. And friend and I hope you have a nice restful weekend and you've been busy all week and thanks for spending time with us on the show today. Thank you much here that you to convince well. My announced. Could that. Seniors save money extracting. Wealth transfer senior safe money strategies. Living trusts seniors save money strapped. Medicaid crisis planning senior saint under stress out. Portfolio income projections seniors. Money strapped. Call bill killing at 88881981. Or locally at 7818493090. I. Senior safe money strategies Tripoli 81881. Call two days yeah. Yes spotlight to a certain action conference thank you very much. And so and so. Tripoli 81881. Call two days. We would like to come to cap it at scan drought that. And I'm sure there that would be wonderful thank you about it. Tripoli 81881. Call two days. I was just listening to your radio show and I I would like to attend the Tuscan kitchen. Presentation. So if you could make the reservation for me in let me you know I would appreciate it thank you look at it and I would like to make a reservation twenty. Tuscan kitchen thank you up. Tripoli 81881. Call two days. I barely. And piety wealth preservation risk management seminars that snaps and I would like to attend a brunch. And Turkey could you tell me more information about it that both of those would like to attend a brunch thank you. Tripoli 81881. Call two days. This is still account for those of you wanna protect your wealth if at all possible for those of you who are wondering about retirement the projection projections of your retirement investments and your cash flow give us a caller Kelly financial. Any NET 801 if you wanna ask for a free copy of the changing face of retirement investing it's an amazing publication in it you learn what has happened since the boomers first started their journey on earth and the unique place she might be today. If you're over fifty and trying to figure out what path to take on your retirement turning everybody has been on a path its goal line. -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- Schedules packed we're adding more and more staff to Newton but we have to train people we have to do growing and we will fit you win 888800. When he hit one get another look at what you're doing before you make a mistake where before you do something that's irreversible. Sit down with on standup yourself kit knowledge visit with us at the Tuscan kitchen and Burlington or Babson College near Newton 888800. Point hit one we're going you have crunches and we're going to have dinners at the new Marion not known to support the Newton office which is off the charts as the kids once I saw 88880181. You know that get a copy of senior safe money strategies and get a copy of the workbook 88880181. Take the national senior retirement test which I developed any -- any 800. 181 find out where you stand when you finished the test you know we understand it's a very it's a test that will cause you to think about what you're actually doing and how you might stack up any pain any 800 when he hit one find out what the expenses the expenses are inside of your portfolio and your investments your 401K. Your variable annuities find out what the expense ratios are in the investment you have the funds need any any any country when he went and find out if you still want to continue to give away at that point five. 11 and a half two and a half four and a half percent every month or you want to put them in your pocket or not give it out at all. Any any any 800 wanted to he wants it wind thus there's no fee for a consultation. Initially you'll never be billed for sitting with us and for your initial consultation. We're gonna create a cash flow analysis for you we're gonna create a twenty year projection for you. We're going to do balance sheet for you. We're gonna do an investment report for -- then we'll show you that -- of your investments and sounds like a -- term but it's really the strength of your management we're gonna show -- the danger of your entire portfolio all mapped out which is how much volatility you have in comparison to the market -- showing the expense ratios and what you have find -- you're actually spending on fees right now you have investments that are -- any any any any country when he wants it with us in Burlington Braintree more than newest office -- visit with us at the Tuscan kitchen for dinner or -- those so those are -- -- lace corset with -- at -- in college that they've welcomed us with open -- just a fantastic. Experience and perhaps in the home of American entrepreneurship. And college was formed it was based -- successful American businesses and the courage that it takes to venture out so don't forget these events ladies and gentlemen they're very important. We won't commute there and we welcome to a new office in new don't be shy command me to shake hands kind of what we can do for you paid any 18100 when he did one season. Keep your family fortune in the family she which you have to use what you want. And pass along what's left. Are there trillions of dollars in IRA and individual retirement accounts going to be too much for Uncle Sam to overlook. Have you done tactical planning to strategically guard bureau six acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate in protected from creditors and interloper his. New legislation is here now do not delay take decisive action to keep your family fortune in the family. Call 188881881. Now and speak to bill Kelly. Schedule a review an appointment for a consulting session and have all of your questions answered. That's 88881881. Keep what you have to use what you want and pass along what's left. I'm bill Kelly speaking your next function call 888801881. Today. Bill is available to address your group business or organization on any of the topics discussed during a show he's a featured motivational speaker before retirement club's business organizations conferences seminars as well as sales meetings in groups in need of vibrant approaches and new ideas. Call 888801881. To arrange for a bill Kelly to speak before your group. We have the book for you it's called senior safe money strategies. There is a workbook that goes with the book right now you can get your he copy of the book and we can't give you a hard copy so if you call axis since I don't have an email to you can't have to work folks because there's 288. Pages long it's almost everything I've written. Over the last 23 years put together so 888801. Anymore and get the book senior safe money strategies and pass for the senior safe. Money strategies workbook volume one and two. So by calling today you have the information immediately. As soon as Alexis on the folks who fulfillment can get them out to you at the items out to you and you can be taking advantage of that knowledge and information and newfound techniques and ideas. On Monday before the market opens so pay pay 801. Anymore and get your copies especially now the senior safe money strategies work folk following morning to 288. Pages and it's even half by eleven so it's huge. Looks like the old dictionary we used to have an unsecured. Don't forget that it's a something a little bit knew something a little bit different and whoever is doing more information to information is power. Catcher work folks ask for. The national senior retirement test it's something else that we offer find out where you stand 888800. When he did one get the Del Mar report find out why investors guessed wrong on almost 75%. Of the times. So paid me any. 800 when it anymore and we've had thousands of people take the national senior retirement test. You'll be able to see when you stack up with those people can get an idea we stand people generally ask me where do we stand and this is one way of knowing generally I tell him you're in good standing because she's standing with may have knocked out. So no more can the will and trust workbook 888800. Point 88 point it will help you figure things out and then total wealth transfer which is part of the ten free reports 888800. Wanted to anyone there's every kind of idea strategy and technique and I think that's important anyone to view. In that publication. So total wealth transfer the will and trust more thought the Del Mar report on investment investor behavior that would be you know the national senior retirement test senior safe money strategies and the senior safe money strategies were poked volume one and 2288. Pages of a new half by eleven it's not a six point nine packed packed with every type of publication I felt might be important to you 888800. Wanted it on the larger publications are emails only right now and we're gonna print them by probably within a few months I hope. But it's quite a big job to print these large items so 888800. Wanted to anymore and of course in the next ninety days are high net worth summits. For those of you have between 505. Million to protect tenancy it was nonsense Lombardo is in the South Shore. The Tuscan kitchen north in Burlington fantastic venue you'll join at all or any of these there is no cost and the information you will receive I believe it's priceless how do you like that so big a date. 890 once it was us for a dinner during the week and early dinner you'll be on your way home by 7888800. Wanted to get one Tuscan kitchen in Burlington publications. The 888800. Won it and won the national senior retirement test the will and trust work for the senior safe money strategies book my original publication and the seniors safe money strategies work books volume one and two. Don't miss the most as well lasted ten pack of publications past Alexis trying to get these publications do as quickly as we camp because if you get them today you can be putting their knowledge to work through newfound knowledge the newfound information that's very valuable in these folks in these publications 888800. Pointed it on I'll be right back. Keep your family fortune in the family she what you had to use what you want and pass along what's left. Are they trillions of dollars in a higher rating and individual retirement accounts are going to be too much for Uncle Sam do overlook. As you've done tactical planning do strategically to argue restaurants acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate in protected from creditors and interloper his new legislation is here now. Do not delay take decisive action to keep your family fortune in the family. Call 188881881. Now and speak to bill Kelly. Schedule a review an appointment for a consulting sessions and have all of your questions answered. That's 88881881. Keep what you have. Use what you want and pass along what's left. It's Saturday morning and what's most important to you about your retirement years. Tried senior safe money strategies with bill Kelley on six AB WRK go. Call bill at triple A 81881. Or locally at 78184939. Feet. Stay informed. OK and you say goodbye to the people. And thank you for listening. And. I.