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Bill Kelly Financial 9/3/16

Sep 4, 2016|

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 bill Kelly call Billick Tripoli 81881. Or locally at 78184939. Feet. Stay informed. Duke doing here before we start the commercial and talk about fear he's about losses and about wounds then why in the world are you losing so much money with these four aspects of investing first of all this flag and stuff we all get Aston your energy. 88880181. Gets your book safe money strategies gets you they report the stock market heart attack into an analysis of your investments either in person or over the phone free 888800. Wanted one don't passes up it's good stuff now we get to the commercial how about a strategy about a plan and how much something to overcome these these these loans possibly show fear that you think that's important we do it Kelly financial services and we think that if you haven't made any money in the past year or two years we've lost what you've games. You might be time to take a second look at 88880181. And see what you can do to avoid the next stock market a heart attack 888800. Wounded when. Are you getting pays over five remains 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 88818. He wanted to speak to bill. What matters to build Kelly is here and we think you give him straight days. You know listening to trumpet and candidates. And you know went through the exits Julian McCormick. I'm thinking about well. This is America what's going on you know European Union clearance on Norfolk. Let's the politics just it wasn't working for me as you know I stopped so anyway manages to it's soon. It's on you have to think about in life what's gonna happen but when my unit. How long be remembered. But effective people. Have my opinions and overcome and weaknesses and have been able to create strengths and so on myself so these are the things that we. Think about it thinking as we try to create a legacy for ourselves. And maybe. When you do some planning the markets are dangerous and you know if you think you can't allow yourself to think you and still have investments right. Born don't have a plan wanna have a plan in case everything goes to you know winning hand basket. When a plan for them. 1011. Live within hanging over your head. When I'm just sick I want plan for the market correction going down 1003005000. Points. In four days that's what I wanna do sic say that to yourself. And as you do then you'll start to. Realize that this is different set of feelings. When you've done things that they are very protect you when these things happen now. Can you do that and still beat the market world. Go to kind of choose one or the other if you wanna beat the market beat the street. If you wanna beat the street humor as a lineup with a bunch of crooks that are trying to do it right now because the way they beat the street is by having insider information. Down on Austrian micro speed trains trading high frequency trading things like that you don't have that you don't live on Wall Street you know mainstream. And that's what you do what you do best you live so you don't have a chance you are a sheep. And you were there for one reason to be shorn and at the end to be productive lifestyle. But being shoring having the will taken off of you every year. When you become less and less productive you become mutton and each of Sousa is that appealing to get senior safe money strategies my first book. It ain't a 800. Eighteen you're free to you put priceless when's the best time to plan treatment twenty years ago right. Now about the second best time how about today so don't let these things bother you. Do something about them. Investing is only about one time frame the future. Whatever happened in the past is history whatever's going to happen tomorrow is a mystery with but what you planning for is the future. When you went fast obviously if you weren't you wouldn't fast would you know. So that's what's important to me what's important to you the other night at the event. That the Tuscan kitchen someone said well. What's important to. Mean it is now losing my mind. I'm excellent sense does the church to us and what's important about that passed and she said I want to make sure I'm never having to depend. On other people's support me in my own thing Internet makes a lot of sense doesn't. Make sense to me so as we move ahead in life and has reinforced into the market run for own consistent iron system. There are ways that you can make investments and then you can insure them against losing. Several hours to do that usually don't involves an insurance company that's when it calls an insurance company. You can find bones that are ensured the value of the portfolio of do you insure bonds can go up and down because. Of interest rate fluctuations. We know that it's the second thing we teacher. And start to study for new licenses so keep that in mind what's important to you how can you get it done and what were the result be if you get it done properly. Who collapse are obviously happiness. My mentor was Jewish whose name was herald's and he was a famous attorney in Springfield. And said the used to send me telling what's going on on trying to make some money and since the end. I am I am and send remember telling money prize happens it's and as of women. That's never heard that he says it does respective user Bernsen and figure out ways in. To live a great life and he helped me do that so isn't that what it's about you know I agree you don't wanna be that oil futures you don't want to. By pork bellies and we things like that tournament. Crown a market now you wanna gain and keep what you have views are you won't grow a little bit. And then just want to enjoy life pass and on if you can have an. A client since the crash. In his recent surprise they invested a lot of money and I was driving to work. Haven't been thinking about decline. Particularly Klein. And I said I called the front desk assistants of flowers out to mr. and mrs. Jones and Tom thank you for the business overall loses these years and and so I get to the office and then I get a call from the man that they cut the funds he said I just. I just got home after open heart surgery and this flowers waiting for Kelly financial person well. I had no clue you're just have heart surgery and there must be some sort of wave of length in the universe I just thought he someone send Davidson and his wife some flowers but it did so pretty interest season. If you've been around a little bit. Then things start to sort of I just she sends them you know thanks in your quiet inner voice is important remember them of these gentlemen 888801. Anyone gets you. The book senior safe money strategies my original book some of it. Is a little outdated with some of its summits could sum of its could still actually some of its fabulous right now I'm proud of it. He paid me 201 immediately to your copy of senior safe money strategies. Find a way. Where you can relax and enjoy life not going to be worried all the time about your investments and don't kid trapped and Katrina there's twelve threats out there have lined them up in the city money workbook. Any any any. 821. Events and the Tuscan kitchen of Burlington mariners coming up next month lunches dinners we're going to have them. Some events that Sampson we're going to the conference senator. Vice president of on him he should tiger and Greg Mario are vice president and are making arrangements right now tournament. A fantastic retirement investment and expo which you enjoy himself fiduciary. The deal mile long fiduciary responsibility look over that investment portfolio management fund now what really happens behind the scenes they need me any. 801 even once it's going to be mid October. And perhaps in and it's going to be. I'm probably noon to seven event and even maybe longer. You can come at different times and they'll be pretty counts sections and you can every portfolio review. If you bring in Brian. They need me 80181. Senior safe money strategies they need me in 800 wanted to when the twelfth threats any any any 800 wounded one. 200 in twenty pages the safe money workbook. 2016 by the numbers. The twelve threats and sit with us by the way in Braintree. Burlington any time there's no fee so if you have the fear you wondering what might be happening soon and if you don't wanna be part of it. Or did shorn like sheep. Want to try and what I'm from being with us in trying to figure out a strategy not to do that so. We'll see around the corner here they need me 801 evening when. Senior same funny strategies. Wealth transfer senior safe money strategies. Living trusts seniors save money strapped Medicaid crisis planning senior same content stretch. Portfolio income projections seniors. Money strapped. Call Bill Elliott 8881881. Or locally at 7818493090. Okay. Coming. Okay. I honestly. Pin. Week it's hard. Maybe it. 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. They're telling him before we start the commercial we're gonna talk about fear. He's about losses and about wounds and wine in the world are you losing so much money with these four aspects of investing first of all the slang and stuff we all get Aston who he G. 88880181. Get short book safe money strategies get to live report the stock market heart attack into an analysis of your investments either in person or over the phone free 888800. Wanted one don't pass it up it's good stuff now we get to the commercial how about a strategy about a planned and how much something to overcome these fees these loans possibly show fear that you think that's important we do it Kelly financial services and we think that if you haven't made any money in the past year or two years we've lost what you've gained. He might be time to take a second look they need they need 80181. And see what you can do to avoid the next stock market a heart attack 888800. Wounded when. Senior safe money strategies Tripoli 81881. Called today yeah. It's companies who consume obviously if you like you already know us. It's all around you and did you mean and have noticed it before what do Americans to I'm sitting in my living room thinking. About what's happening to retirement systems all over America you can trust immunity team continues mailbox money. And you might remember. When you walked to the mailbox in the first of each month with a grandparent or your parent community to fund Social Security check of pension check into question. We knew the other hand and went back to your house and me being you grandfather your father your mom. And we're really characteristics of this mailbox mom who was steady income every month you parents and grandparents always knew it was going to be here. Now we're finding new pension funds all across America and whom we have the model T. Storm in my cheer more cheap television about another report about what's happening to pension systems. Move from American people and left on their own. He don't have these retirement programs and that he had 4050 years ago thirty years ago. In the seventies and what are we going to do. We've been fixed news I'm human infants and when we're going to do when we've always done in America you're going to do what we've always done America. We're going to make our own American whom we've made our own steal we mean whom. Homes we knew our own roots we've. Made everything here. In this country and we do it again with our retirement system and army units knowing you can make you retirement system can create. You know box when you can do it then. The Houston and we've we've actually done it hundreds of times in recent history so we can be done. It's so obvious some people so they don't lose any money. The closer you get to retirement. The more important it is not to lose honeymoon and I think that's correct we have an on farm analyst and in god we spoke. And most of them who's panicked on me and I decided to sit in the room in the back to loosen some listening. Two dream team in the opinion the screen news picture of mountain Everest and loosening. The closer you aren't we taught them more dangerous to chance to boost the State's current win on the decline on the descent. When people are moving down the mountain they're very sure and soups you giving themselves pats on the back room and be extra careful management mistakes happen. So he'd be the 800 wounded he wound that you. And income from life projection there's no charge he he he he country. Wanted to be going on now with the mailbox money strategy is to me. It would be great start crying so safe reliable. Uninterrupted insecure is that what you want him and what's happening in the world the mailbox money is there for my grandfather I'm walking down in three quarter mile lane. Unpaved road. In 1960 whom enhancement and we happens be doing just his Social Security check this idea. Its own. It's so basic it's so obvious and it feels like you already knew it you have to win your own retirement income strategy and really it requires income for life planning. And it requires a twenty projection to find out we we we can be as you move from best finish and charge him we're happy to do and you can meet with us in Burlington Braintree Nashua, New Hampshire. We're in Palm Beach in the winter. The TVP 800 wounded one if you can't afford to lose any money. If you listen to from market rations if you weren't insured principal Collins can come you. Seed money strategies sit down with me most town in Burlington Braintree on national. With one of six analysts and find out what you can do everyone who knew me who have licenses to licenses at least. And we believe qualifies them to help you and I'm always there to unlike other people. And what do you view on my cell phone number when you call him and snow and give it to you don't give the team. To me he can be 800 when he went home loan influence and dizzy call back if you leave a message somebody will. He then too there are hundreds and thousands of calls begin and we. Had a great record of helping everyone who's cone and we're proud of that compounds are. Ten years. Coming up on the medium term shortened so. He he he he 101 evening when there's a lot happening out in the markets and topping and we don't you know what happened in 2000 feet. 2000. 1980. These were all the actions of EU presidency so. Remember we're in the mistakes and me when the climb mount converged on the descent on the week down people die more and more. Much more so than on the way up so with so basic it's so obvious and it feels like he owned no. Stop losing money stop worrying about feeds to a point you brought transaction costs and stuntman and income plan. Retirement comes down to cash phone. Really tunes he interruption or reduction of cash flow is often. It's awful and retirement and we are here. Do you know that we can have a very strong opinion about so you don't want to do and I don't and be right back. Keep your family fortune in the family she put 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 assets acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate and protected from predators and interloper his new legislation is here now. I do not delay take decisive action teach 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. Took gold who keep what you have. Use what you want to and pass along what's left. Are you aggressively working to achieve what can happen pass along something to those near and dear to you. One tight okay look back is install or replace their recent five year look back and replace the original three you're looking 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 bill Kelly yeah. Get bill's book scheduled review and make an appointment for have a consulting sessions to answer all of your questions today and that's 888800. 1881. And so. What is most important about every investment what is the reason for investing what is the reason that you invest money. Well it's only one reason to address the future and that's a purpose to future know where you've been. This history were you going there's a ministry with the future really is going to castings and found. And generally it's not just your future the future of maybe your employees. Maybe your family period of person you love your partner your wife your husband this is the purpose of investing for future so right now what does the future look like. Well it's pretty it's pretty risky you know their country think how do you feel about losses how do you feel about don't volatility and how you feel about the fear in the market to its governing right now and the death. On throttled down if you look at your four when Kerry if you look at the value of the national debt and everyone's for our own communities and irons particularly. Me equal to about twenty trillion dollars which happens to equal wanted to pump the national debt right now so when is somebody in Washington put tuned to reduce and had. The coup we've got your guy is a simple solution and you envisioned dome you need to be careful don't you know. He might be driving on UN general people looking out the front window he may be killing some plane attorney for the fall ranging you yards for the autumn season you might be sitting and eating breakfast or thinking. Looking out the window on your beautiful yard or just now for a drive doing some parents and you see who has the sound of her voice on the radio telling me be careful of fear fear can hurt you fear can be your enemy in the volatility. For fear in the and the chance of losing money right now I'm a believer that all time harness so PGA. 800 when he hit one to the twelfth through its report that the stock market heart attack reports find out what it looks like. Find out what the patterns and the stock markets look like right now I'm in what's going to do that underpins them any any any any country when it when we're going to have a series of events where you can hear us amuse us in person and coming up this fall September October November. At the Tuscan kitchen. Prone to Saturday brunch and evening dinner and we're having an. End of the year blowout Tony sixteen by the numbers retirement exploits annual. Last year we had 350. Plus people. And we don't have always have a ball too lenient so paid any any 821. To your seats we are planning for it and expo and Babson college and we have some industry leaders there we don't have. Experts in accounting taxation we'll have experts in legal preparation for your state. Both experts on compliance the department of flavor and the fiduciary rules that will come into effect next year we know. And we are fiduciary and Kelly financial services and we take great pride in that so he'd he'd need 800 when needed when Simon for the perhaps an event we believe it will be in mid October were. Not quite. Don't quite have our finger on the tea right now but if it's going to sellout and I can guarantee you mean because it's free and we have limited space Odyssey great venue and and perhaps it and you enjoy them very very much I'm sure some. Make sure that you sign up for the camps and retirement expo and find out. Bought retirement investors aren't doing right now if you are 500000. To ten million they'll be plenty of information for you paid and paid 800 wanted to when we don't have an exact date it's going to be a week ten it's going to be a daytime session a night time session workshops. On thing for people in Q. Who wanted to get the information. About estate planning with the attorneys who beat their Social Security from people who are qualified to speak on map strategies for you as well as investment advising and we'll show you some portfolio some ways that portfolios have put together what and the thoughts of our analysts and you find it to be very interest in hands on information. There will be plenty of breakout rooms a speeches talks presentations. 88880181. Tuscan kitchen September torn with which is a Saturday. Don't mr. We always pac ten days when we do the senators there. And 8800. When he went for lunch and then dinner. And in October 18 time belief. It need any intent in 220 winner and it's a year of blowout. Captain Marriott Burlington museum 350. People there was a lot of different speakers on taxation social security and October the retirement expo at retirement investing expo at Babson college and we that's a great when I from the when you breakout rooms they'll be plenty of investment advisors. People there analysts and killing financial as well as some of the most respective accountants in Massachusetts to. There's it was you who speak as well as some people who are pretty savvy about what's going on its risk management today so. 88880181. To the book senior safe money strategies for you it's precious and yet the stock market heart attack report get you twelve threats report final with the threats are. Any any any these 201 you warned. Investing is all about the future and the future might be now PPP 800 when he went. I and the United States is the greatest place in the world to invest we have some shingles and doing its. Few bad apples and. See this. Well I have a book I wrote called daily brook farm it's been in the Newport daily news been reviewed. On Amazon. And it's kind of a fun fun book I wrote about growing up by the ocean not on the notion that near the ocean in Middletown Rhode Island which is adjacent to Newport is on life out of aryan listeners. It wasn't until it was an idyllic. Upbringing. It was a dream. And the book's been well received had some great comments glad it's called daily brook farm. It's available on Amazon and it's available I think at Barnes & Noble. The Kindle editions only like a box if you call if needed 800 when he didn't want as a listener Palestinian copy him as a it's a fun book. We'll see my paper in my paper route took place. This is tower for WA deteriorated you know in Middletown and my paper route was. In the shadow of that tower on a wrote called paradise avenue. Prospect avenue hands. A little bit Cleveland and went over the green and it went all the way down to the beaches second beach. The last customer at the end toward the beach was mr. Sherman who's the owner and publisher of the daily news. And of course that was a very important client and against could recall paper route customer client yes we can. And that was kind of fun. I get to meet a lot of people than men in an entity and have a lasting effect on me didn't soon. Didn't immediately take effect but throughout my life I could reflect back on these people whose papers I delivered. Some of the notables in Newport and the attorneys who Cochran families were are. And more prestigious attorneys and a it was fun to learn paper because stick him huge to configure creek. American 1962. You know buck was a lot of money. So him giving up privileged information we're going to be sued by the conference had to know who they are most generous people. And those folks have them they were. They just have the greatest attitude. You know your kid in nine years old you're dropping off the paper. And they always mean a big deal to greet me. Very kind. Of killing people on the street. There was a piano teacher mr. Thorpe Carlton Thorpe was his name my father in law was up from Georgia. Two years ago and he. You know we're driving around you know illness of the astronomer paper and so we we went up to prospect came down to paradise took her right. On to Paris ended up at the beaches then took him and then to have you turned. Second beach park parking lot and went all the way up to green and avenue then we went up bailing. And he says oh my goodness what did you do during the snowstorms. And a civil hellish wind behind Q and you just let the air out of your tire about a quarter of the or some attire when the rim wouldn't hit the road. But the tire flattened out and and you had to be careful. When he stopped the complexion kick out from underneath him in the papers be everywhere at the point could be on the ground. So is basically and you just grew did you teeth zipped up your hood you know if you went south. Went along its own the book daily brook farm in Amazon.com. By yours truly build Kelly any pain any. 80181. If you wanna Kindle edition go to Amazon if you want a free copy sent to you. 88880181. There brook farm we'll be right back we'll go over one more chapter house. 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 tee ward of the mall. Are you dealing with the five tees. Dear bill Kelley senior safe money strategies and call 88881881. Fans speak to build what matters to bill Kelly. That's terrific. What is most important about it every investment what is the reason for investing what is the reason that you invest money. Well there's only one reason to invest the future and that's a purpose to future know where you've been. This history were you going there's a ministry put the future really is one interesting about. And generally it's not just your future the future of maybe your employees. Maybe your family through the person you love your partner your wife your husband this is the purpose of investing for future or right now what does the future look like. Well it's pretty it's pretty risky out there don't you think how do you feel about losses how do you feel about don't volatility and how you feel about the fear in the market to its governing right now and the death. On throttled down if you look at your 401K. If you look at the value of the national tent and everyone's following carries and irons particularly. May equal about twenty trillion dollars which happens to equal wanted to pump the national debt right now so when there's somebody in Washington and put tuned to the concern had. The coup we've got your parents a simple solution any religion don't you need to be careful don't you. He might be driving on you went Home Depot looking out the front window he may be getting some play attorney for the fall ranging you know aren't for the autumn season you might be sitting and eating breakfast or thinking. Looking out the window on your beautiful yard or just now for a drive doing some parents and as soon as the sound of her voice on the radio telling me be careful of fear fear can hurt you fear can be your enemy and the volatility. To fear him and the chance of losing money right now I'm a believer that all time harness so PGA. 800 when he hit one to the twelfth through its report that the stock market heart attack reports find out what it looks like. On that with the patterns and the stock markets look like right now I'm in what's going on to do that underpins them any data any 801 anymore. We're going to have a series of events where you can hear us amuse us in person and coming up this fall September October November at the Tuscan kitchen. Prone to Saturday brunch and evening dinner and we're having and I'm Anderson your blow out Tony sixteen by the numbers retirement exploits annual. Last year we had 350. Plus people and we don't have always have a ball too lenient so they'd pay me 821. Did you seats we are planning for it and expo and Babson college and we have some industry leaders there we have. Experts in accounting taxation will have experts in legal preparation for your state. Both experts on compliance the department of flavor and the fiduciary rules that will come into effect next year we know. And we are fiduciary and Kelly financial services and we take great pride in that so he'd need in these hundred wounded when Simon for the perhaps an event we believe it will be in mid October were. Not quite. Don't quite have our finger on the tea right now but if it's going to sellout and I can guarantee you mean because it's free and we have limited space but it's a great venue and perhaps and then you'll enjoy them very very much I'm sure so make sure that view China for the perhaps and retirement pacs are and find out. Bought retirement investors aren't doing right now if you are 500000. To ten million going to be plenty of information for you paid and paid 800 wanted to when we don't have an exact date it's going to be a week ten and it's going to be daytime session a night time session workshops. On thing for people in Q. Who want to get the information about estate planning with the attorneys who beat their Social Security from people who are qualified to speak on map strategies for you as well as investment advising and most gruesome portfolio some ways that portfolios have put together and what. And the thoughts of our analysts and you find it to be very interest in hands on information. Going to be plenty of breakout rooms a speeches talks presentations. 888800. When he won Tuscan kitchen September torn with which is a Saturday. Don't miss it. We always pac ten days when we do the senators there. 88821. Brunch and then dinner and October 18 time belief. Any any any intent into under 100 winner and has a year of blowout happened. Mary out Burlington museum 350. People there was a lot of different speakers on taxation social security and October the retirement expo at retirement investing expo at Babson college and we that's a great one from the reply in your breakout rooms that we put any of investment advisors. People there. Analysts and killing financial as well as some of them. Most respective accountants in Massachusetts to. Visit with you who speak as well as some people who are pretty savvy about what's going on with risk management today so. 88880181. Just the book senior safe money strategies for you it's precious and yet the stock market heart attack report get you twelve threats report final with the threats are any any any these 201 you warned. Investing is all about the future and the future of IP now. PPP 881. Senior same funny strategies. Wealth transfers seniors safe money strategies. Living trusts seniors earning money strapped. Medicaid crisis planning senior saint on strapped. Portfolio income projections seniors money strapped. Call bill Kelley team leading 800 in 1981. Or locally at 7818493090. How do you see yourself how do you view your investments who have known right now and how do you view your relationship with whom we work in. With the person with whom you working right now. That's something you need to. Examined when I was a kid. You could take my bicycle I could go into new courtroom. And Ireland it was the next town over and lift the ocean in Middletown and I could go down main street. Which was Bellevue avenue and some some people tune in street was main street food I can. Take my bicycle down Bellevue and I could go to the stock broker's office and it was an old hotel on the second floor took up most of the floor. And it was a ticker tape actually projected onto the won't the ticker tape. Would be punched with simple slip through telegraph. And we're talking about the early sixties here in a light which you went through it and it would actually projected onto the Holocaust on June 1 continuous and you could hear them. The punching and there were old man there who have done Bellevue avenue. With that came soon their straw hats or. They're both times and polished shoes and they would let me sit on the bench and they would speak to me and look at the ticker and they would read the Wall Street Journal now. I was of course and in my glory to me. And it's remained in my mind don't want to become a businessman in northern hadn't known businessman meant but it looked pretty good dude it's still sitting on the bench and the stock broker's office on Bellevue avenue and have been behind this would be answering phones women would be rushing around with papers and it looked like a movie out of Wall Street. And for some reason we thought those men behind us taking orders and ordering the slips and doing this and then they have a superior knowledge to us than we thought when we have such a great knowledge of the market but most of them come to find down has influenced fitness. And look back from where I am right now they knew very little except how to execute orders spot we could deal once in awhile. End to it being new clients of the state in the business Africans so our thoughts that they had some kind of mystical knowledge of what was happening we're really incorrect and I think they always have been it's the myth of Wall Street. And what happened. Peter nine years ago was someone decided that. A bunch of billionaires with too big to fail. But it didn't matter what happen to you it didn't matter what happened to you acceptance and very rare instances which don't get into later on. But others who. We too big to fail those who were using your money and dashing her hopes on the wrong exit and uncertainty. And who were using your money. To infiltrate fall schemes. And create investments that really didn't exist what a great deal of the wealth of our nation. Was intertwined. In them on just. It just wasn't right wasn't and you're on the other end of the phone you're on the other end of the radio signal right now somewhere in what you're thinking well when you calling when you're calling whoever's in charge of your money and saying no more aid. We need to now I want to get down there too much of losses what to think what did they say for the most part just hang in there. Some people are saying well if you just hung in there. You aren't you going to be all right in the people that did. We're fine we that they were fine unless they had Lehman Brothers stock unless they have Bear Stearns stock listed in General Motors stock. Do they were following militiamen loyal thing could Scotland stone most of those talks were decimated or they no longer exists think about it. So if you just hang in there it doesn't always work but if you just hang in there. And you are a group of people doing that well he keeps the market together and keeps the advisors portfolio together. And it works out for who usually. Generally the person managing the money so that's not right. So stockbrokers. Advisors. Whatever you want to call them the islanders. In my opinion I see statements from. Hundreds of them. Every year thousands of them some years so who returned to know. What's happening out there so you you're getting on with your life you're getting. You getting on with your life you if you going in for surgery you don't wanna learn surgery. If you don't have been stingy you don't wanna go and become an anesthesiologist. Went to my view surgery. You just wanna pick up the insurgent and I'm challenging you to become. I'm more demanding. Can't have people speak with you. You've acquired in her voice telling you change something can swollen listened to require an influence that's what you got that's how you obtain the wealth that's funny that when you are right now. And you went through a lot if you created any type of wealth. It involves sacrifice. It's very seldom that it didn't and it if it has involved sacrifice the reason you were successful is because you listen to you corn and force him to death to life for publication the stock market heart attack and it's in the book and it's you can have a if you call eight PP 800. When EV one and if you read it you can see patterns that have happened for years and you can see. Indications of of specific indicators. In the book. It's saying what we have a lot of debt right now we have a lot of uncertainty retail listen undergoing revolution. Brick and mortar is no longer the model. We have debt debt debt everywhere we turn we're in the but it death grip with interest rates. In the stock market is. Nearing all time highs again but it can't consolidate and move ahead so think about them too if you call me anything anything 121. Can never compete the book. You could suit with analysts at the Tuscan kitchen in Burlington and you can read us you can read our advisors. Can meet our analysts you can reach some serious people. People who are focused. We're really focused upon the folks on you. Then you become an investor with us they've become very focused on making their relationship success before you tenderness and I think that's a little bit different don't you. So there's. There's an. There's a way to do things differently and has a way that it can happen better for you that's why. We've been able to exist if there wasn't. I would have never been in business because it would not have been need. Particularly financial services there's a need for a different way and we will surely isn't and when we do it is our extreme desire that you are pleased with it and decide to work with the spring you're statements review the expenses you are on the ticket undertaking. Was in your portfolio. To do applications. Do you want them if you want to kind expenses due on different point. Would you like to get paid every month the president playing someone else only. Eight PP 800 went into one picture book safe money strategies sit down with us for. He dinner in Burlington the Tuscan kitchen they need me 800 when he didn't want to an analysis of your statements find out what those pieces of paper. Truly mean and what types of expenses you have and how you can perhaps overcome them successfully. And maybe if possible dampen down your risk creative and attack strategy and have a better relationship with the person managing your money. PPP. 800 when he needed one of them. 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. What is most important about it every investment what is the reason for investing what is the reason that you invest money. Well it's only one reason to invest the future and that's a purpose to future know where you've been. This history were you going there's a ministry put the future really is one interesting about. And generally it's not just your future the future of maybe your employees. Maybe fear me through the person you love your partner your wife your husband this is the purpose of investing for future or right now what does the future look like. Well it's pretty it's pretty risky out there don't you think how do you feel about losses how do you feel about bell volatility and how you feel about the fear in the market to its governing right now and the death. On throttled down if you look at your four when Kerry if you look at the value of the national debt and everyone's following carries and irons particularly. May equal about twenty trillion dollars which happens to equal wanted to pump the national debt right now so when there's somebody in Washington put two and two regions and the coup we've got your guys a simple solution and you envisioned dome and you need to be careful don't you. He might be driving on you went Home Depot looking out the front window he may be killing some plants are ready for the fall ranging you know aren't for the autumn season you might be sitting and eating breakfast or thinking. Looking out the window on your beautiful yard or just now for a drive doing some parents and as soon as the sound of her voice on the radio telling me be careful of fear fear can hurt you. Fear can be your enemy and the volatility. For fear and in the chance of losing money right now I'm a believer that all time harness some 808800. When he hit one to the twelfth through its report that the stock market heart attack reports find out what it looks like. On that with the patterns and the stock markets look like right now I'm in what's going on to do that underpins them any any any 801 anymore. We're going to have a series of events where you can hear us amuse us in person coming up this fall September October November. At the Tuscan kitchen. Prone to a Saturday brunch and evening dinner and we're having an. End of the year blowout Tony sixteen by the numbers retirement explore its annual. Last year we had 350. Plus people and we don't have always have a ball too lenient so they'd eaten it 121 did you seats we are planning for it and exploring Babson college and we have some industry leaders there we don't have. Experts in accounting taxation will have experts in legal preparation for your state. Both experts on compliance the department of flavor and the fiduciary rules that will come into effect next year we know. And we are fiduciary and Kelly financial services and we take great pride in that so he'd need in these hundred wounded when Simon for the perhaps an event we believe it will be in mid October were. Not quite. Don't quite have our finger on the day right now but if it's going to sellout and I can guarantee you mean because it's free and we have limited space Odyssey great venue and perhaps it and you'll enjoy that very very much I'm sure so make sure that view China for the perhaps and retirement explore and find out. Bought retirement investors aren't doing right now if you are 500000. To ten million going to be plenty of information for you need anything he is under wanted to when we don't have an exact date it's going to be a week ten and it's going to be daytime session a night time session workshops. Oh thing for people like you. Who want to get the information. About a state planning with the attorneys who beat their Social Security from people who are qualified to speak on map strategies for you as well as investment advising and was from some portfolio some ways that portfolios have put together what and the thoughts of our analysts and you find it to be very interest in hands on information. Will be plenty of breakout rooms a speeches talks presentations. 888821. Tuscan kitchen September torn with which is a Saturday. Don't miss it we always pac ten days when we do the senators there. 888821. Brunch and then dinner and October 18 time belief. Any any any intent in 221 in our end of the year a blowout happened. Marianne Burlington museum 350. People there was a lot of different speakers on taxation social security and October the retirement expo at retirement investing expo at Babson college and we that's a great one from the deployment of breakout rooms that we put any of investment advisors. Of people there. Analysts and killing financial as well as some of them. Most respective accountants and Massachusetts to. Visit with you who speak as well as some people who are pretty savvy about what's going on its risk management today so. 88880181. Just the book senior safe money strategies for you it's precious and yet the stock market heart attack report get you twelve threats report final with the threats are any any any these 201 anymore and investing is all about the future and the future might be now. PPP 800 when he went. Are you getting pays the there were 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 called 8881880. Wanted to speak to bill. What matters to bill Kelly is you know we think you give him straight days. So basic and you feel like you've always known. The fees can eat you alive you have to be careful feasts we review your statements when you come to visit with us if you're an investor and discussing for retirement even if you have 235 million. Especially if you have a hundred if you're fifty if you 400000. Fees can eat poppy profits and I mean hidden fees there's fees everywhere fees to trade. People want to charge you on a monthly some office charging a monthly fees. To hold your counter or yearly fees fees in your four own community aware of them think about the fees and think about what they do think he's doing you can means. If you gains for the year or 4% in the fees are 1%. And giving him 25% of your gains some gains have to be net of fees. If you buy in particular investment with a four point 75% load. Then you have to overcome balloon in order to make some money for yourself right. So what are the ways to do that one way to do it is to get plenty of dissidents into your account. If that's possible and I think it is and I'm pretty sure it ensure we wanted to do that. 888800. Wounded wanting to feed to do out there and everywhere. And you nearly summary must tell you the amount of fees paid and I think they're going to be astronomical. If you don't have people who are actively managing your money why pay fees paid me anything. Under wanted to he would call and Canon can investment check up. Pension investment review. You bring your statements in English million more community snowing there are over 175. Different different investments in mind you this is. Millions of dollars of talking about here it's still hundreds of positions that's too many. And every it seems every investment carries its own little feet soon went there. And that doesn't count the office the basis. That doesn't correlate to the market doesn't work in reverse correlation. But whenever you're doing the fees within your investments are incredible. Find and if there's only to not have fees to have no mood investments to not have loads fine and if there's a line and find out if there's a way. To protect yourself from the volatility. That's sitting in here. In the markets are unhinged as I said earlier is the stock market having a heart attack. Like my uncle Jimmy. You can America every years so we're not very user going to be great uncle Jimmy looked fantastic. And then one year uncle Jimmy finally had a heart attack and you haven't earned the timing of his. How he looked great and everything was fantastic Jamie I'm Schuessel. Uncle Jimmy. The key is that what you want to happen to your investments right now record debt record number of people out of the job market. Record number of people in government assistance Tony one trillion dollars can you even imagine I can and you're gonna be fully invested in the market. When two people fail when they're climbing Mount Everest generally. Degree proportion of them fail or for the you've reached the top don't you do it. Find out what's in that statement bring you and we're looking over for you would if you were full written report. We'll do three step retirement plan for you. If you're investments of more than one broker that's okay we can help you that they need a few hundred wounded one sit with us for dinner. At the Tuscan kitchen for the next 3 months we'll have evening insanity branches TV dinners Tuscan kitchen Burlington he he he. 801 you want sit with us kick the tires enjoying an evening enjoy Saturday brunch enjoy some time with us find out how to stop fees from choking your. Choking your returns off. And fun is when you have no mood investments. In your portfolios PPP. 800 we needed one there's no charge for an analysis PPP. 800 wanted to once enemies and even its. Seniors sitting on extracting. Wealth transfer senior safe money strategies. Living trusts seniors save money strapped. Medicaid crisis planning senior saint content strap. Portfolio income projections seniors money strapped. Call bill killing at 888800. The 1981. Or locally at 7818493090. I'm in my she's my seat belts on and we taking off beautiful aircraft the takeoff and a full line. Who's the smoothest I've ever experience. And I'm leaving the Caribbean and heading back to Boston and I'm just excited about the trip. I'm looking out my window onto a Vista of clowns and it's a smooth display the wrong. And then we have to cross over. On to win because it's an ocean flight. After cool over the coast which means what's happening well turbulence turns turning out to be the worst turbulence from a different experience. And questioning why I'd like to fly in the first place and in my immune response and the pilot is on the speaker telling its own to get ready for more and I'm wondering will this be okay. And I realize how minuscule chances aren't anything terrible happening. I try to relax a king and and hear the real stand consumed the fluid is standing the captain tells us we're preparing for the landing in Boston. We're on the runway. Pending for the terminal fully. Who for so this is a great thing and we've had many communities particularly financial we've grown and sometimes that takes effort and sometimes he's smooth flight can do little bumpy. When you we companies are 3000. Point shift in the market over management duties. A thousand point shift in the manner of hours presents turbulence that's a little bumpy. So we want to make sure that you can orient and torment your lines in Guam with your mission. The ground of 700005. Million. Right now you run flying your own journey he's going to hit turbulence if you don't do right you could crash so money. Goals for you know if you loosening our lofty indeed the challenges of what we do and we need to do. The upcoming news the challenges are daunting think about it record debt record margin to record volatility. Record keep record amount number of people on the workforce record amount of student in default. Record number of people on food stamps and combine that used to make investments investment decisions and changing economy. All types of volatility these are long. Years in short we struggled in toil with a every day and then we accomplish the impossible every year. That's what I like about this business it's not in my life my career my journey my farm. My youth when years in the business is not. And it's important to me or you really. And soon has been in the past really. It's great to know it's great to know me it's been too knowing you're telling you instills a power succeeded in field is not relative to what we're doing today. We need to succeed today this is human journey. Look out the windows enjoy the view enjoy the trip taken only. There could be turbulence and ready for actually no guarantee you turbulence but. We are enroute and there's very little chance we will not arrives in your seat we have our destination. Yesterday is history tomorrow is mystery. To do is all we have right now is accompanied Kelly financial it's a team of people available to you. And it's a group of people yesterday never happened we find you were the best people on earth. And I've spoken to thousands of U tens of thousands of view over the years and we wanna make sure. To a you know we appreciate you being part of the team our team too few feeling something's not completely ruined about your investments right now call me. Talk about was one of our analysts. Oh come to a meeting. Visit us from dinner can thank fund and an analysis done bring your statements give them up on the big screen fine when it's all about. My phone is always on my office is always open. You can always get him the cellphone if you call 888800. Wanted to be when if you're risking millions if you're risking a 100000. If you just trying to get a foothold. I wanna speak with you we want to talk with you. To no political buy to let it be unnoticed until it becomes too difficult to handle don't get caught don't detract our journey this year. Is that we want to have a record year of helping people and so far the flight's been smooth. With slight turbulence which by the way is now appealing to us. 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 and IRA and individual retirement account 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 and 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 use what you want and pass along what's left. Duke doing here before we start the commercial we're gonna talk about fear he's about losses and about wounds. Then why in the world are you losing so much money with these four aspects of investing first of all this flag stuff we all get Aniston beauty she. 888800. When anyone gets to a book since money strategies that you may report the stock market heart attack into an analysis of your investments either in person or over the phone free 888800. Wanted one don't passes up it's good stuff now we get to the commercial how about a strategy I'm not a plan and come out something to overcome these these these loans possibly sure fear that you think that's important we do it Kelly financial services and we think that if you haven't made any money in the past year or two years we've lost what you've gained. He might be time to take a second look at 888800. Warn anyone and see what you can do to avoid the next stock market a heart attack 888800. Wounded when she. Keep your family fortune in the family she what you can't use what you want and pass along what's left. Are there trillions of dollars in hiring and individual retirement account going to beat 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 Peter 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 a review an appointment for a consulting sessions and have all of your questions answered. That's 88881881. Yeah. Keep what you have. Use what you want and pass along what's left. OK and you say goodbye to the people. And and thank you loosening. Bolts and. Do I. And. I. Yeah. And it didn't. It's. Oh. 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 over 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 or call 888818. He wanted to speak to bill. What matters to build Kelly is yeah we think you'll give him straight days. What is most important about it every investment what is the reason for investing what is the reason that you invest money. Well it's only one reason to address the future and that's a purpose to future know where you've been. This history were you going there's a ministry with the future really is one in testing and found. And generally it's not just your future the future of maybe your employees. Maybe your family through the person you love your partner your wife your husband this is the purpose of investing for future or right now what does the future look like. Well it's pretty it's pretty risky out there don't you think how do you feel about losses how do you feel about bell volatility and how you feel about the fear in the market to its governing right now. And the death. On throttled down if you look at your for a when Kerry if you look at the value of the national tent and everyone's following carries an IRA is particularly me equal about twenty trillion dollars which happens to equal wanted to pump the national debt right now so when is somebody in Washington put two and two together and soon had. The coup we've got your parents a simple solution any religion don't you need to be careful don't you. He might be driving on UN general people looking out the front window he may be killing some plants are ready for the fall ranging you yards from the autumn season you might be sitting and eating breakfast or thinking looking out the window on your beautiful yard or just Alfred drive doing some parents and you sinuous sound for voice on the radio telling me be careful of fear fear can hurt you fear can be your enemy and the volatility. Of fear and and the chance of losing money right now I'm a believer that all time harness so PGA. 800 when he won at the twelfth through its report kept the stock market heart attack reports find out what it looks like. Find out what the patterns and the stock markets look like right now I'm in what's going on to do that underpins them any any any 801 anymore. We're going to have a series of events where you can hear us meet us in person and coming up this fall September October November. At the Tuscan kitchen. Prone to a Saturday brunch and evening dinner and we're having an. End of the year blowout Tony sixteen by the numbers retirement exploits annual. Last year we had 350. Plus people. And we don't have always have a ball doing this so they need me 800 wanted to warn that your seats we are planning for it and expo and Babson college and we have some industry leaders there we have. Experts in accounting taxation we'll have experts in legal preparation for your state. Both experts on compliance the department of flavor and the fiduciary rules that will come into effect next year we know. And we are fiduciary and Kelly financial services and we take great pride in that so he paid it 800 when needed when Simon for the perhaps an event we believe it will be in mid October were. Not quite. Don't quite have our finger on that they right now but if it's going to sellout and I can guarantee human because it's free and we have limited space Odyssey great venue and and perhaps it and you enjoy them very very much I'm sure so make sure that you sign up for the perhaps in retirement expo and find out. Bought retirement investors aren't doing right now if you are 500000. To ten million they'll be plenty of information for you paid and paid 800 wanted to when we don't have an exact date it's going to be a weekday and it's going to be a daytime session a night time session workshops. On thing for people like Q. Who want to get the information about estate planning with the attorneys who beat their Social Security from people who are qualified to speak on that strategies for you as well as investment advising and cherish some portfolio some ways that portfolios have put together what and the thoughts of our analysts and you find it to be very interest in hands on information. There will be plenty of breakout rooms a speeches talks and presentations. 88880181. Tuscan kitchen September torn with which is a Saturday. Don't mr. We always pac ten days when we do the senators didn't and 8801. And it went brunch and then dinner. And in October 18 time belief. Eight any any intent if 121 in our end of the year of blowout. Captain Marriott Burlington museum 350. People there was a lot of different speakers on taxation social security and October the retirement expo at retirement investing expo at. Babson college and we that's a great when I from the when you breakout rooms that we put any of investment advisors. People there. Analysts and killing financial as well as some of the most respective accountants in Massachusetts to. There's it was you who speak as well as some people who are pretty sappy about what's going on with risk management to yourself. 888800. When he went to the book senior safe money strategies for you it's precious and yet the stock market heart attack report get the twelfth threats report final with the threats are. Any any any these 201 viewpoint investing is all about the future and the future of IP now PPP 881. Seniors save money strap yeah wealth transfer thing you're safe money strategies. Living trusts seniors save money strapped. Medicaid crisis planning senior saint I'm strapped. Portfolio income projections seniors that money strapped. Call bill Kelli at 88800. In 1981. Or locally at 7818493090. Okay. Well I can. Only. Oh. Honestly. It's. Wait a good 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. Called today. I love. This is to kill him back again thank you first of all. When in my seeing right now what's the main topic of conversation when people said it was me. Fear number one of a collapse of the market's number two feeds people many people feel that their account values. And the small gains with the he gains at the eking out. Are being eaten don't. By fees so how do you prevent that while there are ways to do that and losses it's been hard to create gains in the last eighteen months and we're at all time highs on the market in this indices were nearing an and we are also. An all time highs in the fear index unemployment among black youth about 58%. Of people on food stamps millions in forty plus million people right now 4000 homeless people in Boston 4000 homeless children in Boston think about it. And we wanna bring in refugees here. We won't have an open city its menus we can bring what what are we insane that's it's a beautiful city I think it's a mile run I'm Merrill auction. Do you view and be angry at me for saying that put their jobs I think safety and cleanliness of the city are I guess it's good or better than any city in America. And I think the future of the jobs equality of jobs that that are coming in the city with General Electric and property values neighborhoods I think are better than ever. But I think we the people have fear because it doesn't it sort of cut. Cognitive dissonance you know something's right when you're going along was something that's not an extremely. High national that trillions and trillions of dollars of debt in our country obamacare we know is not working we're gonna we're going to cut everyone's soon be receiving your own Tony 500 dollars a year the junior if Tony fourteen just want my blue cross went from 11100 dollars a month to a crowd 18100 immediately. One letter. That's almost a 50% jump to my care. If it's helping somebody else I don't care because I can afford it I don't know him to the people who could barely afford 340 a month of may when all of a sudden at five and a quarter of them so. It was supposed to help people who were less fortunate to get medical insurance and it was and lower the cost because you're gonna have more people to opinion that's called. It's it's called spreading the risk and it it's him many more people insured. I generally the risk goes down the weather is can be calculated more. Keep it can be calculated more accurately predicted so insurance companies like the law of large numbers of what we're finding is the systems the insurance companies can't just be there to accept anybody at any time you have to have an orderly entry. Wayne has to be controlled I think the problem with medical insurance and Americanism and what it costs it doesn't matter to me. I pay the 19100 dollars a month and if my prescriptions at 101000 dollars a month rather than 7000 I have knowing him knowing and I have no way and I really don't care. New thing I chairman's can make that premium. So it's up to the insurance companies to keep prices well I think so fear fear has the fear has come from it's open season on police who shot this opens the riots riots in the Milwaukee because of black. Police officers killed a black criminal who went gigantic. Pistol pointed at him I signed on YouTube it was huge in the pocket Canon and the man was a convicted felon as far as I can see who was the policeman shot. And the policeman was blacks are what we found was violence fear whites being beaten and think about that it's frustrating time. Not really happy that much of what trump has done in his campaign and on Thursday and Friday night he says he wants to help black Americans are produced for and I have been doing that for many many years now not all. I'm not always happy was when I see on television with black voters matter in the do you black Panthers calling out white people actually makes me feel kind of strange in on the Sunday before Labor Day we end up closing to me in ninety families and London's kings and we do know me ask us to do that and I really don't mind people talk about what to do for charity song I'm breaking my own rule here. Most people do it and many people doing on a much larger scale in the Yemeni Embassy and warned about it but it was just something I picked out to do not think about that what what's going through my mind in my appropriating someone's culture and we're gonna be beaten up the next this year on a different and I'm doing and what's going to happen and why am I doing that if there are people out there who. What if I was of walking down the street in Norwalk community would have been that big music have to Duff and who have been black people and then the Sunday before Labor Day and human hand. Out clothing to African Americans so very difficult ladies and gentlemen right now and we have to stay calm and we have to think I really think the nation needs everybody aboard the more people paying taxes the more people doing better. The more people working the more people getting educated the more people working together the stronger our nation will be. It's it's a fact we don't have to even think about that so we need to reach out as a country we need to reach out. To our neighbors and we need to reach out to one another I think the government really gets in the way of this I don't think they're now. Actually I'm sure they know if you look at what the government has done for the needs of Americans you can deceive an example of what they do women really set them off to something they decimated the culture the American people and they destroyed many of their nations and today many of them are dependent on the government and they'll never break their dependency sonic and if you wanna see some of the saddest sights to school. American Indian reservations now. And see what they look like how could this have happened but it did so if if trump has some way if you can fix it he would certainly get my vote if you can prove that. Because it needs to be fixed or never going to move on the threats are the Texas dimensional threat is becoming an internal threat and we have to be very careful. You have to be very careful that it does the tipping points close so when you think about that. And in the meantime will be a few short message is about a financial planner pumps are a financial advisor with him and on and worked as me so let's talk about that for a few minutes we'll be right back. Keep your family fortune in the family teeth 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 assets acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate and protected from predators and interloper is 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. What is most important about it every investment what is the reason for investing in what is the reason that you invest money. Well it's only one reason to address the future. And that's a purpose to future know where you've been his history were you going there's a ministry put the future really is one in testing and found. And generally it's not just your future the future of maybe your employees. Maybe you feel me through the person you love your partner. Your wife your husband this is the purpose of investing in the future or right now what does the future look like violence pretty it's pretty risky you know their country thing. How do you feel about losses how do you feel about bell volatility and how you feel about the fear in the market to its governing right now. And the death. On throttled down if you look at your 401K. If you look at the value of the national test. And everyone's following carries an IRA is particularly. Me equal about twenty trillion dollars which happens to equal wanted to putt the national debt right now so when there's somebody in Washington and put two and two together and soon had the coup we've got your guns a simple solution and you envision gentlemen you need to be careful don't you. He might be driving on Newington Home Depot looking out the front window he may be getting some play attorney for the fall range and you yards from the autumn season you might be sitting and eating breakfast or thinking. Looking out the window on your beautiful yard or just out for a drive doing some parents and you sinuous the sound of her voice on the radio telling me be careful of fear fear can hurt you fear can be your enemy in the volatility. The fear and in the chance of losing money right now I'm a believer that all time harness so any any any. 800 wanted to one to the twelfth through its report kept the stock market heart attack reports find out what it looks like. Find out what the patterns of the stock markets look like right now I'm in what's going on to do that underpins them any any any any country when it went. We're going to have a series of events where you can hear us meet us in person and coming up this fall September October November at the Tuscan kitchen. Prone to a Saturday brunch and evening dinner. And we're having beaten. End of the year blowout Tony sixteen by the numbers retirement tax policy annual. Last year we had 350. Plus people and we don't have always have a ball too lenient so ADP. 821. That your seats we are planning for it and expo and Babson college and we have some industry leaders there we don't have. Experts in accounting taxation will have experts in legal preparation for your state of experts on compliance the department of flavor and the fiduciary rules that won't come into effect next year we hope and we are fiduciary and Kelly financial services and we take great pride in that so he paid me 800 when he when Simon for the perhaps an event. We believe it will be in mid October we're. Not quite. Don't quite have our finger on the tea right now but if it's going to sell wanna continue to human because it's free and we have limited space for this a great venue and and perhaps then you'll enjoy them very very much I'm sure so make sure that you sign up for the perhaps in retirement tax problem and find out. Bought retirement investors aren't doing right now if you are 500000. To ten million to be plenty of information for you need anything. 800 wanted to when we don't have an exact date it's going to be a week ten and it's going to be daytime session a night time session workshops. All thing for people like you. Who wanna get the information about a state planning with attorneys who beat their Social Security from people who are qualified to speak on map strategies for you as well as investment advising him through some portfolio some ways that portfolios have put together what. And the thoughts of our analysts and you find it to be very interest in hands on information. Going to be plenty of breakout rooms a speeches talks presentations. 888800. When he won Tuscan kitchen September torn with which is a Saturday. Don't listen we always pac ten days when we do the senators there. 88800. When he went for lunch and then dinner. In October 18 time belief. Any any any intent if 121 in her end of the year a blowout. Hampton Mary out Burlington museum 350. People there was a lot of different speakers on taxation social security and October their retirement expo at. Retirement investing expo at Babson college and we that's a great when I from the when you breakout rooms they'll be plenty of investment advisors. Of people there. Analysts and Tony financial as well as some of the most respective accountants in Massachusetts to. There's it was you who speak as well as some people who are pretty savvy about what's going on its risk management today so 888800. When he went to the book senior safe money strategies it's free you know it's precious and yet the stock market heart attack report get you twelve threats report final with the threats are any any any 801 you warned. Investing is all about the future and the future by being you know PPP 800 when he went. Don't go to a tee 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 looked 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 laws 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 and make an appointment for have a consulting sessions to answer all of your questions today due to dad's 888800. 1881. And. I think the United States is the greatest place in the world to invest. We have some changes are doing it through bad apples. You read this. Fear personal fear is when I see him any of the meetings and explore possibilities with people commend people like you people call me just like you know what today senators who don't. I've got to get something looked at my own my own business I've never had an influence there I've been wanting to get a load a second look at things for years many people are happy that I've been on the show for this length of time and they're happy to let us know. That the show was helpful. Who when he gets down to it people just want to get fear off of their minds to what to do you feel losses volatility. Not knowing what's going to happen next is the market lying to them wolves it was a movie the wolf of Wall Street that it. It seemed to be victimless the hedonistic behavior of the so called wolf. Of Wall Street then we find their victims in the people I think Wall Street thinks you're sheep that's how they view people sheep we scare easily we panic we scanner and then we're easily easily gather up again whatever is left whatever is left of you can be gathered back up into little pack and you can be led to be sure and each year again periodically and we have to feast on you are going to roast you. And he Q. That's what wolves do that's what you're trained to do so why are we blaming them we can't. How do you protect yourself when there's the shepherd. Analogy but then there's the finer analogy the street fighter analogy of funeral for a period if you correlated to this market and you're not prepared for a major crash then you're being foolish if you think it's not coming eventually so who gets along bull run but we're really innocent army before the crash where at fourteen or fourteen for I think so now we've. Gone up 4000 points. In how many years almost eight years that's 500 points a year that's what's happened is that a bull market well. Whenever has significant lasting correction so people are calling it a bull market so. 888800. Wanted to winter ritual books safe money strategies can as a company 888800. Point eight anyone -- to an analysis of your investments in your portfolio free 888800. Morally -- -- are hidden fees grinding if you portfolio is volatility eating away at your 401K are you fearful of the market or do you just plain hate having a risky at all and trying to eke out came to remember the market is risk if you're happy with lower risk if -- want lower risk and you're happy with a little lower return wanted to talk to this community does it bother you that you're always the last to find out that the market's crashing do you feel that way anyway because they slim profit offset the possibility. Of a huge loss people unhappy with a 610%. Gain right now 10% this. Astronomical. Game now. In this market the last eighteen months think about that 3000 point correction in January through do you remember it now of course you don't mind. We have short memories and that's how we function we have a cerebral cortex that's the way you can sleep when your alarm clock their view on Clark's used to warrant on the alarm clock is ticking if you didn't have a cerebral. Cortex you would be awake all night listening to ticking so it takes in signals and filters out the ones that are necessary for your survival one of them is a ticking alarm clock and just want. It doesn't wake you on every Tenet and that's why we're able to forget about what happened in January. And what happened in June sudden drops overnight. 1000 point swing that's a lot that's a lot of but you forget them and you're looking ahead and that's good optimism is great foolishness isn't so great so be very careful. Of what's happening right now. Record amount of margin to that. Record amount of volatility very weird very strange volume patterns if you don't have a defense for market crash call me me me me. 80181. And we'll talk about some ideas to do that because it's important please I am pleading with you don't lose your money if you could keep what you have you're going to be ahead when this thing goes if it can owners and wanting it's always done since 1995. I think. It's crashed periodically. If you can avoid it if you can avoid it hallelujah hallelujah you'll be so happy if you avoid losses and there are ways to ensure that you. Avoid losses so. The deal oil Department of Labor sentence again man about the way people. We're being careless with you for a one case and arteries in the fees and what they were doing feeling this is new this new rules is a new sheriff in town and the SEC is. Become extremely involved. With the investment advisor community right now and I think it's I applaud them and we had a pretty extensive audit but he about a year ago so we're probably due for another one which I welcome all so if I'm gonna handle your money your millions of people several million or some people. 400200. Whatever if I'm gonna handle your money and arms and ammunition for you at some location and then we should have a lot of scrutiny more. The veteran like it's a great country it's a great opportunity here I took this microphone over almost ten years ago. And I've been every Saturday since then except a couple of there was some it was terrorist attack and one other. Another room senator and couldn't come on but that's tennis you know 6700 shows in chains here I am so I should be regulated don't you think genuine things looked after I do. I didn't and from preaching to the choir excuse me from boring you excuse me to what people should be accountable for what they do with your money. With your investments I don't think losses are good I don't think his heroic to you know to lose a lot of money with a stiff upper lip how much can you afford to lose. Eight and 8800. Donated one if it's zero I mean no and an interest review PP and you know under 101 room. 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 team ward of the mall. Are you dealing with the five tees. Dear bill Kelley senior safe money strategies call 888800. In 1981 fans speak to build what matters to bill Kelly he's cute. That's terrific. What is most important about it every investment what is the reason for investing what is the reason that you invest money. Well there's only one reason to invest the future and that's a purpose to future know where you've been. This history were you going there's a ministry put the future really is when investing in down. And generally it's not just your future the future of maybe your employees. Maybe fear me through the person you love your partner your wife your husband this is the purpose of investing for future or right now what does the future look like. Well it's pretty it's pretty risky out there don't you think how do you feel about losses how do you feel about bill volatility and how you feel about the fear in the market to its governing right now and the death. On throttled down if you look at your four when Kerry if you look at the value of the national debt and everyone's following carries and irons particularly. May equal about twenty trillion dollars which happens to equal wanted to pump the national debt right now so when there's somebody in Washington put tuned to be concerned had. The coup we've got a guy who's a simple solution and you envision don't you need to be careful don't you know. He might be driving on you went Home Depot looking out the front window he may be getting some play attorney for the fall ranging you know aren't for the autumn season you might be sitting and eating breakfast or thinking. Looking out the window when you beautifully art or just now for a drive doing some parents and as soon as the sound of her voice on the radio telling me be careful of fear fear can hurt you fear can be your enemy and the volatility. For fear in the and the chance of losing money right now I'm a believer that all time harness so 88800. When he hit one just the twelfth through its report kept the stock market heart attack reports find out what it looks like. On that with the patterns and the stock markets look like right now I'm in what's going on to do that underpins them any any any 801 anymore. We're going to have a series of events where you can hear us amuse us in person and coming up this fall September October November. At the Tuscan kitchen. Prone to Saturday brunch and evening dinner and we're having an. I'm Anderson your blow out Tony sixteen by the numbers retirement explore its annual last year we had 350. Plus people and we don't have always have a ball too lenient so they need me 800 wanted to he went to your seats we are planning for it and expo and Babson college and we have some industry leaders there we have. Experts in accounting taxation will have experts. In legal preparation for your stay with experts on compliance the department of flavor and the fiduciary rules that will come into effect next year we hope and we are fiduciary and Kelly financial services and we take great pride in that so he'd need in these hundred wanted to when Simon for the perhaps an event we believe it will be in mid October were. Not quite. Don't quite have our finger on that they right now but if it's going to sellout and I can guarantee you mean because it's free and we have limited space but it's a great venue and perhaps and then you'll enjoy them very very much I'm sure so make sure that you China for the Sampson retirement explore and find out. Bought retirement investors aren't doing right now if you are 500000. To ten million going to be plenty of information for you need a pin is under wanted to when we don't have an exact date it's going to be a week ten who's going to be daytime session a night time session workshops. On thing for people like you. Who want to get the information. About estate planning with the attorneys who beat their Social Security from people who are qualified to speak on map strategies for you as well as investment advising and motion or some portfolio some ways that portfolios have put together what and the thoughts of our analysts and you find it to be very interest in hands on information. Will be plenty of breakout rooms a speeches talks presentations. 888800. When he went Tuscan kitchen September torn with which is a Saturday. Don't mr. we always pac ten days when we do the senators there. 888800. Wanted to anyone brunch and then dinner and October 18 time belief. Any any any intent if 121 in her end of the year a blowout happened. Marianne Burlington museum 350. People there was a lot of different speakers on taxation social security and October the retirement expo at retirement investing expo at Babson college and we that's a great went for an iPhone when you breakout rooms that we put any of investment advisors. Of people there. Analysts and killing financial as well as some of the most respective accountants in Massachusetts to. There's it was you who speak as well as some people who are pretty savvy about what's going on with risk management today so. 888821. Just the book senior safe money strategies for you it's precious and yet the stock market heart attack report get you twelve threats report final with the threats are any any any these 201 you warned. Investing is all about the future and the future of IP now PPP 800 when he went. Seniors save money extracting. Wealth transfer senior safe money strategies. Living trusts seniors save money strapped Medicaid crisis planning senior same money strapped. Portfolio income projections. Here's the money strapped. Call bill killing at 888800. In 1981. Or locally at 7818493090. Have had goes. She can live. And so. Become posts have. He saw it okay. It's just yeah. June. Father in his head. It goes back. And the. M on new Jeanne. Love hate thing. Its own. Okay. Easy. Hello ambassador plan. Yes hi dale how you Dolan relative we get good reception he had amazing what they can do now it is. It's not elected dormitories that Providence College the united yet. Yet a putt down the hallway did it. To get your buddy the into the phone and problem management on that you get to littered that he signal matters that the ones where you. The one Morrison and he is the time Boxee should not do that letter. You know it's the son when he built the not funny that this friend of mine's in Boston popular and we the morning. Bob bode for the Boston Globe and the other one vote for the Boston. Herald American. Well I used to coach the men's basketball. Insult bought and excited at basketball programs sitting around in other boys they all played in the basketball program. And now I was in the army. You know station done Maryland. Washington DC that day. Kennedy Jack Kennedy necessity and catalyst x.s and until that date that he got assassinated 1 in the morning in bullies that like coached. Got a letter. Personally I signed by Jack Kennedy. In the letter and says when he grows up is little boy I wanna grow up to be that bracelet so it can help kids home and teach kids. It was a enough that it John F Kennedy's signature. And get it alive and his post as easy as walking up to see is some gate at church at school. His he mother was watching the loose. He came across that Kennedy had been shut in Dallas. And she was excited to tell him that he had just received a letter. A personal letter from president John F. Kennedy as he opened it up. Second bulletin came across the news and Walter Cronkite. That Kennedy yet guide tuck but irony Mason. People put my urine paradise. We're talking you were in Italy so that's very exciting time for you and for the world. It really is incredible. My wife and I took out good luck walk around to Rome. Now of course I spent on the side abuse via. The book about so we we got to know the city feeling well. But it is interesting to let the same people the people that work field. Would kill the restaurants that that flashing restaurants that trendy restaurants. The IKEA. It's a group but different people from across the world easily Meyer lose in follow loose but not Patrice. In the addressed. He held up quite a lot like minorities address just regular season. Cheering women. In and husband in in children. And did not concede that did not not wealthy. But there here than they really excited uses different kind of city than anything I've ever seen. In it in courses today's society instead into this Sunday is the event. Also there are people coming from all over the world a lot of Americans. People from all the world just average people. Coming here to. She'll be we expect an appreciation to all but not between India for the needy for the poor and some of working class and we and so what's so it really is is something remarkable built city. Can you and so on and on September 4 is not the time yeah and it really going to be an exciting event it's gonna be different than anything that. Most people. That note of that again. I have ever experienced it it is a huge crowd of people in the very different there. Passing out medals under a tree and it passing out. Metals and John Paul the second mask. In trick. You know it's it's it is a great atmosphere you know. Just a week ago billow and at that completely. Crushed. In the word game one that the new this and those. The world is changing in salute that church. Or that what he said he's been wanting me of the cents. He looked like kind of grew up with you know the troops will that change means the way it is in the teachings of Jesus and all that. But you know. I think the change the world is certainly changing. In and an am looking at these people today and saying. You know on the people running government a lot of people running society businesses. Did change it differently at different philosophy. Than not the same kind of people. And I'm looking at here today and all the other admirers some not which we. Who believed in helping the poor. Handicapped special needs. Didn't seem too good solid. Catholic education despite that they mean at that kind of money sure so while the world is changing. And I didn't want her believe that the truth she's changing. You know we have to. And I'm hoping that this. That this in solutions not which is a wake up call all of us. That we have to get back to load basic yet. But helping the needy. Helping kids get good solid education and discipline. Use in let's make sure that the church. Doesn't change my society. Is changing let's hold onto those dead. Even if we're fighting an uphill fight so that money. That's my call here this week you're at home is the site for at the Catholic Church that it doesn't change to go along with. Financial world changes seen out of you know out of saint I don't know what Americans around the church assistant my gut and. It's true that church I think kind of became fearful and they decided well we're gonna do that you know reasonable. We're going to be like capital to get more people on the church's slowly emptying you know I think they've become more complex. They didn't give up more people I think there's seem like today as saying in Rome and you know it's great. But I'm glad you I'm glad you're saying that bill that's you know 'cause I was struggling with debt. And in and I didn't know whether or not that was right up fight could freeze it right so wouldn't come off that. Kamal the long way but I mean that's just my gut instinct I'm gonna try to put that in and talking to a group of priests. Tonight Brian in nothing gather tomorrow and zero conversation. With. With you know we went the old school we believe in helping people we we believe in social injustice we believe that helped PR. People. In giving people you know. A little bit helped but a it will boosting the debt deal you know it in society today. But we have to pass that on a revenge does on the link was broken when we passed that on argues that you don't see why you know what some think. The event every Sunday evening and basketball league's. All been done that you coast's worst we're basically Catholic league and so that you know the link was broken when things like that we we know what happened but I think Christ is these senate in my life now. And heartedly back end you know maybe fifteen years ago it's been a great time for me so. If this hope remains that certainly hope everybody and we help you know as many people as we can I don't. You do seriously just thousands and thousands of people look forward. Hearing what you have to say do you know what I think better days are coming in good days here. Bill I'm mom has been a couple of dollars and church today just thinking about this. And I'm going to be spending a couple of dollars interest Martin I'm going to be in couple prayers. Your success and help help you in ya yes and we happiness completely yet little. I'm glad that you can tell the present anything tell them. People are coming to the cap pictures because they want to be Catholic and other economies something else so don't worry about it renounces you know we know there are rules and things so. Think about what you think about what we just talked about outback you get a lot of response of people probably telling us where we're we're rock about it might even that we would at. But let's let's open the debate here in America Catholics. Some great ambassador when I'm wrong have a great time will produce it traveled back mrs. Clinton. Can't wait to talk with you next week again. But. Yeah. OK okay. Okay. Yeah. Okay. Who's now. We're slowly go back. Heart pain. Well hey big. But you. Yeah. I. Yeah okay. It's okay. 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 yeah. What is most important about every investment what is the reason for investing what is the reason that you invest money. Well it's only one reason to address the future. And that's a purpose to future know where you've been his history were you going there's a ministry with the future really is going to investing and found. And generally it's not just your future the future of maybe your employees. Maybe you feel me into the person you love your partner your wife your husband this is the purpose of investing for future right now what does the future look like. Well it's pretty it's pretty risky out their country thing. How do you feel about losses how do you feel about don't volatility and how you feel about the fear in the market to its governing right now. And the death. On Ronald if you look at your four when Kerry if you look at the value of the national debt and everyone's following communities and irons particularly. Me equal to about twenty trillion dollars which happens to equal wanted to putt the national debt right now so when is somebody in Washington and put two and two together and soon had. The crew we've got your parents a simple solution and you envisioned dome you need to be careful don't you. He might be driving on UN general people looking out the front window he may be killing some plants are ready for the fall ranging you aren't for the autumn season you might be sitting and eating breakfast or thinking. Looking out the window on your beautiful yard or just now for a drive doing some parents and as soon as the sound of her voice on the radio telling me be careful of fear fear can hurt you fear can be your enemy and the volatility. Of fear in the and the chance of losing money right now I'm believer that all time harness so PGA. 800 when he hit one of the twelfth through its report kept the stock market heart attack reports find out what it looks like -- that with the patterns of the stock markets look like right now I'm in what's going on to do that underpins them any any any any country when it went really have a series of events where you can hear us meet us in person and coming up this fall September October November. At the Tuscan kitchen. Prone to Saturday brunch and evening dinner and we're having and end of the year blowout Tony sixteen by the numbers retirement and explore its annual. Last year we had 350. Plus people. And we don't have always have a ball too lenient so they need it if 121 that your seats we are planning for it and exploring Babson college and we have some industry leaders there we don't have. Experts in accounting taxation will have experts in legal preparation for your state. Both experts on compliance the department of flavor and the fiduciary rules that will come into effect next year we know. And we are fiduciary and Kelly financial services and we take great pride in that so he paid me 800 wounded when Simon for the perhaps an event we believe it will be in mid October were. Not quite. Don't quite have our finger on the tea right now but if it's going to sell out and I can guarantee you mean because it's free and we have limited space but it's a great venue and perhaps and you enjoy them very very much I'm sure some. Make sure that you sign up for the perhaps in retirement expo and find out. Bought retirement investors aren't doing right now if you are 500000. To ten million they'll be plenty of information for you need and an 800 wanted to when we don't have an exact date it's going to be re doing and it's going to be a daytime session at nighttime session workshops. On thing for people like you. Who want to get the information about estate planning with the attorneys who beat their Social Security from people who are qualified to speak on map strategies for you as well as investment advising and we'll show you some portfolio some ways that portfolios have put together what. And the thoughts of our analysts and you find it to be very interest in hands on information. There will be plenty of breakout rooms a speeches talks presentations. 888800. Wanted to be one Tuscan kitchen September torn with which is a Saturday. Don't mr. We always pack that today when we do the senators there. 88800. When he went brunch and then dinner and October 18 time belief. Paid me any intent if 121 of them are. And as a year of blowout happened. Marriott Burlington mussina 350. People there was a lot of different speakers on taxation social security and October the retirement expo at retirement investing expo at. Babson college and we that's a great when I found that when you break out rooms they'll be plenty of investment advisors. People there analysts and Kelly financial as well as some of the most respective accountants in Massachusetts to. Visit with you and speak as well as some people who are pretty sappy about what's going on its risk management today self 888800. When he went to the book senior safe money strategies for you it's precious and yet the stock market heart attack report get you twelve threats report final with the threats are. Any any any these 201 you warned. Investing is all about the future and the future of IP now PPP 800 when he went. Are you getting case there were five days bundle to any investing relationship. One is the ability of your professional. Another is availability. There's attitude action. And accountability. To listen to bill Kelley senior safe money strategies and call 88881881. And speak to bill. What matters to build Kelly is you know and we think you give him straight days. I'm thinking about well this is America. Incentive to think about in life what's gonna happen but when in my unit. How long be remembered when effective people. Have my opinions overcome and weaknesses and have been able to create strengths and so on myself so these are the things that we think about it thank you as we try to create a legacy for ourselves. And maybe. When you do some planning the markets are dangerous and you know if you think you can't allow yourself to think you can still have investments right. Who want to have a plan wanna have a plan in case everything coast to you know win a hand basket. When a plan for them when not 11 live within hanging over your head. Why not just sit I want a plan for the market correction going down 1003005000. Points. In four days that's what I wanna do so it says that to yourself. And as you do that you'll start to. Realize that this is different set of feelings. When you've done things that they are very protect you when these things happen now. Can you do that and still beat the market world go to kind of choose one or the other. If you wanna beat the market beat the street. If you wanna beat the street humor as a lineup with a bunch of crooks that are trying to do it right now because the way they beat the street. Is by having insider information. Down on Austrian micro speed trains treating high frequency trading things I tell you don't have that you don't live on Wall Street you know on mainstream. And it's we do what you do best you live so you don't have a chance you are he sheep and you were there for one reason to be shorn. And at the end of the productive lifestyle. Are being shoring having the will taken off of you every year. When you become less and less productive you become mutton and each of Suzanne is that appealing to get senior safe money strategies my first book. Eight in any. 818. You want free to you put priceless when is the best time to plan treatment twenty years ago right. Now about the second best time how about today so don't let these things bother you. Do something about them investing is only about one time frame the future. Whatever happened in the past is history whatever's going to happen tomorrow is a mystery with but what you're planning for is the future. When you went fast obviously if you weren't you wouldn't fast would you know. So that's what's important to me what's important to you the other night at the event. That the Tuscan kitchen someone said well. What's important to. The news now losing my mind. I'm excellent sense doesn't church to us and what's important about that passed and she said I want to make sure I'm never having to depend. On other people's support me in my innovation and makes a lot of sense to us and makes sense to me so as we move ahead in life and has reinforced into the market and a four own consistent iron system. There are ways that you can make investments and then you can insure them against losing. Several hours to do that usually done involves an insurance company that's what it calls an insurance group. You can phoned bonds that are ensured the value of the portfolio of the insured bonds can go up and down because of interest rate. Fluctuations. We know that the second thing we teach you. Instantly to study for your licenses so keep that in mind what's important to you how can you get it done MO the result pretty if you get it done properly. I've are obviously happiness. My mentor was Jewish whose name was Harold and he was a famous attorney in Springfield. And since he used to send me telling what's going on on trying to make some money and since the end. I am I am any sense remember telling money prize happens it's that as of women. That's never heard that he says it does. Respected music earns him. And figure out a way to deliver great life and he helped me do that so isn't that what it's about you know I agree you don't wanna be that oil futures you know under. By pork bellies and we things like that in time. Crown a market now you wanna gain and keep what you have user view and grown a little bit and then. Just want to enjoy life pass him on the team can have an. A client since the crash. In his recent surprise the interests of a lot of money and I was driving to work. Haven't been thinking about decline. But it can climb and I said I called the front insists his sense of flowers out to mr. and mrs. Jones and Tom thank you for the business overall it was these years and until I get to the office and then I get a call from the man that they cut the funds he said I just. I just got home after open heart surgery and this flowers waiting for Kelly financial person well. I had no clue you're just have heart surgery and there must be some sort of wave of length in the universe I just thought he zealous and Davidson and his wife some flowers which I did so pretty interest season. If you go around a little bit. And things start to sort of additions since then you know thanks in your quiet inner voice is important remember them ladies and gentlemen. 888801. Anyone can chew the books senior safe money strategies my original book some of it. Is a little outdated with some of its summits could sum of its could still actually some of its fabulous right now I'm proud of it. He paid me 801 immediately to your copy of senior safe money strategies. Find a way. Where you can relax and enjoy life not going to be worried all the time about your investments and don't kid trapped two Katrina or twelve threats out there have lined them up and save money workbook. Any any any. 821. Events at the Tuscan kitchen the Burlington Marion coming up next month lunches dinners we're going to have them. Some events that Sampson we're going to the conference and there. Vice president of on them should tiger and Greg Mario are vice president and are making arrangements right now tournament. A fantastic retirement investment expo which you enjoy himself fiduciary. The deal on a long fiduciary responsibility look over that investment portfolio management find out what really happens behind the scenes and he beat me. 800 point of view once it's going to be mid October. And perhaps and and it's going to be I'm probably noon to seven event and even maybe longer. You can come at different times and they'll be pretty counts sections and you can every portfolio review. If you bring him behind me me me 800 warn anyone. Senior safe money strategies need any any any hundred wounded when the twelfth threats any any any 800 wounded one. 220. Pages the safe money workbook. 2016 by the numbers. The twelfth threats and sit with us by the wind in Braintree. Burlington anytime there's no fee so if you have the fear you wondering what might be happening soon and if you don't wanna be part of it. Or did shorn like sheep. Wanna try and what I'm from being with us and trying to figure out a strategy not to do that so we'll see around the corner here and he gave me an 801 evening when. Keep your family fortune in the family she which you have to use what you want. And pass along what's left. Are they 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 and 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. Keep your family fortune in the family she what you had to use what you want and pass along what's left. Are there trillions of dollars in 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 Peter 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 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. OK and you say goodbye to the people. And thank you listening. For his. And. Oh. What's most important to you about your retirement years trying senior safe money strategies with Phil Kelly called bill a triple A 81881. Or locally at 78184939. Feet. Stay informed. Duke doing here before we start the commercial we're gonna talk about fear. He's about losses and about loans then why in the world are you losing so much money with these foreign aspects of investing first of all this flag and stuff we all get pastor who he G. 888801. And anyone who gets your book since money strategies can that you may report the stock market a heart attack into an analysis of your investments either in person or over the phone free 888800. Wanted one don't pass it up it's good stuff now we get to the commercial how about a strategy about a planned and how -- something to overcome these fees these loans possibly sure fear that you think that's important we do it Kelly financial services and we think that if you haven't made any money in the past year or two years we've lost what -- games. He might be time to take a second look they need they need 80181. And see what you can do to avoid the next stock market heart attack 888800. Wounded when. Are you getting pays over five bogeys vital to any investing relationship the one he has the ability of your professional and another is availability. There's attitude and action. And accountability. And 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 here and we think you'll give him straight days. You know listening to trumpet and candidates. And you know went through the exits Julian McCormick. I'm thinking about well this is America what's going on you know that the end the inning appearance on and off with whom. But soon politics we just it was a working for me as you know when stops so anyway I just. It's soon. And so you have to think about in life what's gonna happen but when women. I don't want to be remembered but effective people. Have my opinions overcome and weaknesses haven't been able to treat strengths and so on myself so these are the things that we. Think about it thinking as we try to create a legacy for ourselves and maybe when you do some planning the markets are dangerous and you know if you think you can't allow yourself to think you can still have investments right. Why not have a plan wanna have a plan in case everything goes to you know win a hand basket. When a plan for them when not one more lucrative hanging over your head. Why not just sick I want plan for the market crashing going down 1003005000. Points. In four days that's what I wanna do so it says that to yourself. And as you do then you'll start to. Realize that this is different set of feelings. When you've done things that they are very protect you when these things happen now. Can you do that and still beat the market world. Go to kind of choose one or the other if you wanna beat the market beat the street. If you wanna beat the street humor as a lineup with a bunch of crooks that are trying to do right now because the way they beat the street. Is by having insider information. On Wall Street micro speed training it's trading as high frequency trading things like that you don't have that you don't live on Wall Street you know on mainstream. And it's we do what you do best you live so you don't have a chance you are he sheep and you were there for one reason to be shorn. And at the end of you productive lifestyle. Of being shoring having the will taken off of you every year. When you become less and less productive you become mutton and the teacher Suzanne is that appealing to get senior safe money strategies my first book. Eight in any. 800 eighteen he went free to you put priceless when's the best time to plan treatment twenty years ago right. Now about the second best time how about today so don't let these things bother you. Do something about them investing is only about one time frame the future. Whatever happened in the past is history whatever's going to happen tomorrow is a mystery of what but what you planning for is the future. When you went fast obviously if you weren't you wouldn't fast would you know. So that's what's important to me. What's important to you the other night at the event. That the Tuscan kitchen someone said well. What's important to. Me is not losing my mind. I'm excellent sense doesn't churches and what's important about that passed and she said I want to make sure I'm never having to depend. On other people's support me in my own the Internet makes a lot of sense to isn't. Make sense to me so as we move ahead in life and has reinforced into the market from the four own consistent iron system. There are ways that you can make investments and you can insure them against losing. Several hours to do that usually don't involves an insurance company that's when it calls an insurance group. You can phoned bonds that are ensured the value of the portfolio of the insured bonds can go up and down because of interest rate. Fluctuations. We know that it's the second thing we teach you. Instead to study for new licenses so keep that in mind what's important to you how could you get it done and move to resolve the if you get it done properly. Who collapse are obviously happiness. My mentor was Jewish whose name was Harold and he was a famous attorney in Springfield. And Cindy's decision McAllen what's Conan on trying to make some money innocent community. I am I am and he said remember telling money prize happens it's that as of women. That's never heard that he says it does. Respective views it earns him. And figure out ways and deliver great life and he helped me do that there was and then what it's about you know greedy you don't want to be that oil futures you know wounded. By pork bellies and we do things like that in China. Crowned a market now you wanna gain and keep what you have usually you won't grow a little bit. And then just want to enjoy life pass a non if you can have an. A client since the crash. In his recent surprise the interest of a lot of money and I was driving to work. And I'm thinking about decline. But it can climb and I said I called the front justices' sense of flowers out to mr. and mrs. Jones and Tom thank you for the business overall is these years and and so I get to the office and then I get a call from the man that they cut the funds he said I just. I just got home after open heart surgery and this flowers waiting for Kelly financial person well. I had no clue you're just have heart surgery and there must be some sort of wave of length in the universe I just thought. He's someone send Davidson and his wife some flowers which I did so pretty interest season and if you go around a little bit. Then things start to sort of because she sensed immune no thanks in your quiet in her voice is important remember them ladies and gentlemen 888800. When anyone gets you. The books senior safe money strategies my original book some of it. Is a little outdated with some of it's sound it's good so that's good still actually some of its fabulous right now I'm proud of it. He paid me 800 wounded when can you copy it seems safe money strategies. Find a way. Where you can relax and enjoy life not going to be worried all the time about your investments and don't kid trapped. Don't Katrina or twelve threats out there have lined them up in the city money workbook. Any any any. 821. Events and the Tuscan kitchen the Burlington mariners coming up next month. Lunches dinners we're going to have. Some events and perhaps and we're going to the conference senator. Vice president on them should tiger and Greg Mario are vice president and are making arrangements right now tournament. A fantastic retirement investment and expo which you enjoy himself fiduciary. The deal or a long fiduciary responsibility look over that investment portfolio management find out what really happens behind the scenes they need me any. 801 even once it's going to be mid October. And apps and and it's going to be. I'd probably noon to seven event maybe and maybe longer you can come at different times and they'll be pretty counts sections and you can every portfolio review. If you bring in Brian. They need me 800 quantity one. Senior safe money strategies need any need 80101 to twelve threats any any any 801 anyone. 220. Pages the safe money workbook. 2016 by the numbers. The twelfth threats and sit with us by the way in Braintree. Burlington any time there's no fee so if you have the fear you're wondering what might be happening soon and if you don't wanna be part of me. Or did shorn like she. Want to try and I have a meeting with us and trying to figure out a strategy not to do that so. We'll see around the corner you're 888801. Evening when. Senior safe money strategies. Wealth transfer senior safe money strategies. Living trusts seniors save money strapped. Medicaid crisis planning senior same content strapped. Portfolio income projections seniors. Money strapped. Call bill Kelli at 88881881. Or locally at 7818493090. Okay. Coming up. Oh. I can't get. It's. Leave the it's hard. It's. What's most important to you about your retirement years trying senior safe money strategies with bill Kelly called killer triple A 81881. Or locally at 78184939. Feet. Stay informed. Duke doing here before we start to commercial and talk about fear. He's about losses and about wounds and wine in the world are you losing so much money with these foreign aspects of investing first of all this flag stuff we all get Aston who I NG. 888801. And anyone who gets your book since money strategies get to the report the stock market heart attack came to an analysis of your investments either in person or over the phone free 888800. Wanted one don't pass it up it's good stuff now we get to the commercial how about a strategy I'm on a plan and how -- something to overcome these these these loans possibly sure fear that you think that's important we do it Kelly financial services and we think that if you haven't made any money in the past year or two years we've lost what you've gained. He might be time to take a second look they need me 800 warn anyone can see what you can do to avoid the next stock market a heart attack 888800. Wounded when. Senior safe money strategies Tripoli 81881. Called two days yeah. It's companies who consume obviously if you like you already know if it's all around you and yet you mean under noticed it before what do Americans to I'm sitting in my living room thinking. About what's happening to retirement systems all over America you can trust you and your team continues mailbox money. And you might remember. When you walked to the mailbox in the first of each month with a grandparent or your parent community to fund Social Security check pension Chan can Accenture. We knew the other hand and went back to my house and me being you grandfather your father your mom. And we're really characteristics of this mailbox mom who was still the income every month you parents and grandparents always knew it was going to be here. Now we're finding new pension funds all across America has whom we have them on T. Showing in my cheer them watching television about another report about what's happening to pension systems. Move from American people and left on their own. We don't have these retirement programs that he had 4050 years ago thirty years ago. In the seventies and what are we going to do. We unit fixed news I'm human infection when we're going to do when we've always done in America you're going to do. What we've always been an American we're going to make our own room income we've made our own steal we mean room. Homes we knew her own roots we've. Made everything here. In this country and we do begin with our retirement system and I'm here in tune you can make your retirement system can create. Your own immune box money you can do it in Houston and we've. We've actually done it hundreds of times in recent history so we can be done it's so obvious some people stood to lose any money. The closer you get to retirement. The more important it is not to lose and moon and I think that's correct we have a woman's arm. Analyst who cannot respond. And most of them who's panicked on me and I decided to sit in the room in the back to loosen some listening to bring him. And looking at this screen whose picture of mountain Everest and loosening. The closer you are in the top them more dangerous he counts the most estimates that crew went on the decline. On the descent. When people are moving down the mountain the very sure of themselves. You giving themselves pats on the back room and be extra careful in its mistakes happen. So he'd be the 800 when he he wound that you. And income from life projection there's no charge he he he he country. Wanted to be going on now with the mailbox money strategy is simply me. It would be great start running so safe reliable. Uninterrupted insecure is that what you want him and what's happening in the world the mailbox money is there for my grandfather I'm walking down in three quarter mile lane. Unpaved road. In 1960 holding hands and who happens we doing just his Social Security check this idea. Its own. It's so basic and so obvious and it feels like you already knew if you have to win your own retirement income strategy and really it requires income for life planning and it requires a twenty year projection to find out we we we didn't beat. As you move through this initial charge and we're happy to do and you can meet with us in Burlington for me treatment Nashua, New Hampshire. We're in Palm Beach in the winter PPP 800 wounded one if you can't afford to lose any money. If you listen to for market rations if you want insured principal Collins can come view. Safe money strategies to do with me most town in Burlington Braintree when national. With one of six analysts and find out what you can do every woman with whom you meet who have licenses to loosened since at least. And we believe qualifies them to help you in on who's in two unlike other people. And what do you view on my cell phone number when you call and let us know and would give it to you give the team. Two PP PP 801 and one home loan if the lines were busy call back. If you leave a message soon he will. He's been achieved there are hundreds and thousands of calls begin and we. Had a great record of helping everyone who's cone and we're proud of them and proud of our ten year. Coming up on the medium term shortened so. PPP he's under when you when there's a lot happening out in the markets and toppings and we own you know what happened in 2000 feet. 2000. 1980. These were only means of EU presidency so. Remember when the mistakes and me when the climb mountain first on the descent on the week down people die. More and more. Much more so than on the way up so it's so basic it's so obvious and it feels like he owned no. Stop losing money stop worrying about feeds so worn out transaction costs and stuntman and income plan. Retirement comes down to cash on June Jones the interruption or reduction of cash flow is often. It's awful in retirement and we are here tonight you know that we can. Very strong opinion about so you don't want to do happen I don't and be right back. Keep your family fortune in the family she what you have use what you want and pass along what's left. Are there trillions of dollars in diary and individual retirement accounts going to be too much for Uncle Sam to overlook. Have you done tactical planning to strategically guard bureau assets acquired through a lifetime of hard work. How can you take a lifetime fortune off of the table secured from probate and 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. Don't go to a tee what you have to use what you want to and pass along what's left. Are you aggressively working to keep would you happen to pass along something to those near and dear to you. One typo I looked back you Zoostorm replaced their recent five year look back and replace the original three year look back. Are you worried about the new tax laws. Well above potential means testing for Social Security Medicare and Medicaid and call 188881881. Now and speak to build Kelly yeah. Get bills courtroom schedule review and make an appointment for have a consulting sessions to answer all of your questions today due to. There's 888800. 1881. And. I. It's the. What is most important about it every investment what is the reason for investing what is the reason that you invest money. Well it's only one reason to address the future. And that's a purpose to future now where you've been his history were you going there's a ministry with the future really is going to investing and found. And generally it's not just your future the future of maybe your employees. Maybe you feel me through the person you love your partner. Your wife your husband this is the purpose of investing for future or right now what does the future look like well it's pretty it's pretty risky you know their country thing. How do you feel about losses how do you feel about bell volatility and how you feel about the fear in the market to its governing right now. And the death on Ronald if you look at your 401K. If you look at the value of the national debt and everyone's following carries in the irons particularly. Me equal about twenty trillion dollars which happens to equal what about the national debt right now so when there's somebody in Washington and put two and two together and soon had the coup we've got your guys a simple solution and you envision gentlemen you need to be careful don't you. He might be driving on Newington Home Depot looking out the front window he may be getting some play attorney for the fall range and you yards from the autumn season you might be sitting and eating breakfast or thinking. Looking out the window on your beautiful yard or just now for a drive doing some parents and as soon as the sound of her voice on the radio telling me be careful of fear fear can hurt you fear can be your enemy in the volatility. To fear him in the chance of losing money right now I'm a believer that all time harness so any any any. 800 wanted to one of the twelfth through its report kept the stock market heart attack reports find out what it looks like. On that with the patterns of the stock markets look like right now I'm in what's going on to do that underpins them any any any 801 anymore. We're going to have a series of events where you can hear us meet us in person and coming up this fall September October November. At the Tuscan kitchen. Prone to a Saturday brunch and evening dinner. And we're having beaten. End of the year blowout Tony sixteenth on the numbers retirement tax policy annual. Last year we had 350. Plus people and we don't have always have a ball doing this so ADP. 821. That your seats we are planning for it and expo and Babson college and we have some industry leaders there we don't have. Experts in accounting taxation will have experts in legal preparation for your state of experts on compliance the department of flavor and the fiduciary rules that will come into effect next year we hope and we are fiduciary and Kelly financial services and we take great pride in that so he paid me 800 when he when Simon for the perhaps an event we believe it will be in mid October were. Not quite don't quite have our finger on the tea right now but if it's going to sell out American community human because it's free and we have limited space Odyssey great venue. And perhaps and you'll enjoy that very very much I'm sure so make sure that you sign up for the perhaps in retirement tax problem and find out. For retirement investors aren't doing right now if you are 500000. To ten million to be plenty of information for you pay and pay 800 wanted to when we don't have an exact date it's going to be a week ten and it's going to be daytime session and any time sessions and workshops. All thing for people like you. Who wanna get the information about estate planning with attorneys who beat their Social Security from people who are qualified to speak on map strategies for you as well as investment advising and most gruesome portfolio some ways that portfolios have put together what. And the thoughts of our analysts and you find it to be very interest in hands on information. Going to be plenty of breakout rooms a speeches talks presentations. 888800. Wanted to warn Tuscan kitchen September torn with which is a Saturday. Don't listen we always pac ten days when we do the senators there. The 8800. When he didn't went for lunch and then dinner. And October 18 time belief. Aid in any event he's 121 in her end of the year a blowout happened. Mary out Burlington museum 350. People there was a lot of different speakers on taxation social security and October the retirement expo at retirement investing expo at Babson college and we that's a great one of whom and when you breakout rooms that we put any of investment advisors. Of people there. Analysts and Kelly financial as well as some of the most respective accountants in Massachusetts to. There's it was you who speak as well as some people who are pretty savvy about what's going on its risk management today so 888800. When he went to the book senior safe money strategies it's free you know it's precious and yet the stock market heart attack report get you twelve threats report final with the threats are any any any 801 anymore and investing is all about the future and the future by being now. PPP 800 when he went. I and the United States is the greatest place in the world to invest we have some say it's. Too bad apples and we'd. Well I have a book I wrote called daily brook farm it's been in the Newport daily news been reviewed. On Amazon. And it's kind of a fun fun book I wrote about growing up by the ocean not on the notion that near the ocean in Middletown Rhode Island which is adjacent to Newport is on life out of area listeners. It wasn't until it was an idyllic. Upbringing. It was a dream. And the book's been well received we've had some great comments glad it's called daily brook farm. It's available on Amazon and it's available I think at Barnes & Noble. The Kindle editions only like eight bucks if you call if needed 80181. As a listener Palestinian competence and it's a fund book. Mostly my paper in my paper route took place. This is tower for WA deteriorated you know in Middletown and my paper route was. In the shadow of that tower on the road called paradise avenue. And prospect avenue hands. A little bit we went I went over the green and it went all the way down to the beaches second PH. The last customer at the end toward the beach was mr. Sherman who's the owner and publisher of the daily news. And of course that was a very important client against could recall paper route customer client yes we can. And that was kind of fun. I get to meet a lot of people tune into infinity. And had a lasting effect on me didn't soon. Didn't immediately take effect but throughout my life I can reflect back on these people whose papers on delivered. Some of the notables in Newport and the attorneys who Cochran famine where are. And more prestigious attorneys and it was fun delivering the paper because the commute huge tip country creek. And back in 1962. You know buck was a lot of money. So am I giving up privileged information we're gonna be sued by the conference had to know who they are most generous people. And those folks have them they were. They just have the greatest attitude. You know your kid in nine years old you're dropping off the paper. And they always mean a big deal to greet me. Very kind. Very kind people on the street. There was a piano teacher mr. Thorpe Carlton Thorpe was his name my father in law was up from Georgia. Two years ago and he. We know we're driving around in adolescence with strong in my paper and so we we went up to prospect came down to paradise took a right. Until Paris ended up to the beaches then took him out then too there you turn. Second beach park parking Lauren went all the way up to green and avenue there we went up bailing. And he says oh my goodness what did you do during the snowstorms. And a single has Schwinn bike and you just let the air out of your time about a quarter of the or some retire wouldn't the rim wouldn't hit the road. But the tire flattened out and you had to be careful. When you stop the device didn't kick out from underneath feeling in the papers be everywhere at the point could be on the ground. So I was basically and you just grew did you teeth zipped up your hood you know if you went south. Learned along its own the book daily brook farm in Amazon.com. I yours truly build Kelly any pain any. 80181. If you wanna Kindle edition go to limbs on if you want a free copy sent to you. 888800. Wanted to be one. They regrouped farm we'll be right back we'll go over one more chapter house. Discover five keywords bundled for your retirement years the first is time. Second is trust Texas is a keyword technology has impact. Terrorism is the worst team ward of the mall. Are you dealing with a five tees. Dear bill Kelley senior safe money strategies poll 88881881. And speak to build what matters to bill Kelly. Q that's terrific. What is most important about it every investment what is the reason for investing what is the reason that you invest money. Well it's only one reason to address the future. And that's a purpose to future now where you've been his history were you going there's a ministry with the future really is going to interesting about. And generally it's not just your future the future of maybe your employees. Maybe you feel me into the person you love your partner your wife your husband this is the purpose of investing for future right now what does the future look like. Well it's pretty it's pretty risky you know their country thing. How do you feel about losses how do you feel about bell volatility and how you feel about the fear in the market to its governing right now. And the death on Ronald if you look at your four when Kerry if you look at the value of the national test in everyone's following communities and irons particularly. Me equal about twenty trillion dollars which happens to equal wanted to pump the national debt right now so women somebody in Washington and put two and two together and sent him. The crew we've got you're gonna use a simple solution and you envision gentlemen you need to be careful don't you. He might be driving on Newington Home Depot looking out the front window he may be getting some play attorney for the fall range and you yarn for the autumn season you might be sitting and eating breakfast or thinking. Looking out the window on your beautiful yard or just now for a drive doing some parents and you see who has the sound of her voice on the radio telling me be careful of fear fear can hurt you fear can be your enemy in the volatility. For fear in the and the chance of losing money right now I'm a believer that all time harness some 888800. When he hit one. If the twelfth through its report kept the stock market heart attack reports find out what it looks like. Find out what the patterns and the stock markets look like right now I'm in what's going on to do that underpins them any any any 800 when it when we're going to have a series of events where you can hear us meet us in person and coming up this fall September October November. At the Tuscan kitchen. Prone to Saturday brunch and evening dinner and we're having an. Anderson your blog Tony sixteen by the numbers retirement explore its annual. Last year we had 350. Plus people and we don't have always have a ball too lenient so they need me 800 wanted to he went to your seats we are planning for it and expo I Babson college and we have some industry leaders there we don't have. Experts in accounting taxation will have experts in legal preparation for your state. Both experts on compliance the department of flavor and the fiduciary rules that will come into effect next year we hope and we are fiduciary and Kelly financial services and we take great pride in that so he'd he'd need 80181. Sign up for the perhaps an event. We believe you will be in mid October were. Not quite. Don't quite have our finger on the tea right now but if it's going to sell out American community human because it's free and we have limited space Odyssey great venue and tent camps and then you'll enjoy that very very much I'm sure so make sure that you sign up for the perhaps in retirement expo and find out. For retirement investors aren't doing right now if you are 500000. To ten million going to be plenty of information for you pay and pay 800 wanted to when we don't have an exact date it's going to be a week ten it's going to be daytime session at nighttime session workshops. On thing for people like you. Who wanna get the information about estate planning with attorneys who beat their Social Security from people who are qualified to speak on map strategies for you as well as investment advising and push through some portfolio some ways that portfolios have put together what. And the thoughts of our analysts and you find it to be very interest in hands on information. Will be playing breakout rooms a speeches talks presentations. 888800. When he warned Tuscan kitchen September 20 which is a Saturday. Don't listen we always pac ten days when we do the senators there. 88800. When he came when brunch and then dinner and October 18 time belief. Paid any any intent if 120 women in our end of the year a blowout. And then. Mary out Burlington museum 350. People there was a lot of different speakers on taxation social security and October the retirement expo at retirement investing expo at Babson college and we that's a great when I from the when you breakout rooms there will be plenty of investment advisors. People there. Analysts and Kelly financial as well as some of the most respective accountants in Massachusetts to. There's it was you who speak as well as some people who are pretty sappy about what's going on with risk management today so 888800. When he went to the book senior safe money strategies for you it's precious and yet the stock market heart attack report get you twelve threats report final with the threats are any any any 801. You warned. Investing is all about the future and the future might be now. PPP 800 when he went. Seniors save money strategies. Wealth transfer senior safe money strategies. Living trusts seniors save money strapped. Medicaid crisis planning a senior saint money strapped. Portfolio income projections seniors save you money strapped. Call bill Kelley team leading 81981. Or locally at 7818493090. How do you see yourself how do you view your investments swimming around him and how do you view your relationship. With whom you working with the person with whom you working right now and that's something you need to. Examine when I was a kid. You could take my bicycle I could go into new partner. And Ireland was the next town over and lift the ocean in Middletown and I could go down main street. Which was Bellevue avenue incidents and people tune in street was main street but I can take my bicycle to Bellevue and I could go to the stockbrokers. Office and it was in an old hotel on the second floor took up most of the floor. And there was a ticker tape actually projected onto the wall to ticker tape. Would be punched with symbols an through telegraph and we're talking about the early sixties here. And unlike what you went through it and it would actually projecting onto the wall like a slide shown interest continuous and you could hear the the punching and there were old man there who lived on Bellevue avenue. With that came soon there strong chance of they both times in the polish Jews and they would let me sit on the bench and they would speak to me and look at the ticker and they retrieved the Wall Street Journal now. I was of course and in my glory again and that's remained in my mind don't want to become a businessman in northern hadn't known businessman meant but it looked pretty good dude it's still sitting on the bench at the stock broker's office on Bellevue avenue and have been behind this would be answering phones women would be rushing around with papers and it looked like a movie out of Wall Street. And for some reason we thought those men behind us taking orders and ordering the slips in doing this and then they have superior acknowledged to us and we thought well I have such a great knowledge of the market. The most of them come to find down as him through life in his. I look back from where I am right now they knew very little except how to fix acute orders spot could deal once in awhile. End to it being new clients of the state in the business advocates so our thoughts that they had some kind of mystical knowledge of what was happening we're really incorrect and I think they always have been it's the myth of Wall Street and what happened. Peter knowing years ago was someone decided that. A bunch of billionaires with too big to fail. But it didn't matter what happened to you it didn't matter what happened to you acceptance in very rare instances which don't get into later on. But others who. We too big to fail those who were using your money and cashing your hopes on the wrong exit and uncertainty. And who were using your money. To infiltrate false schemes. And create investments that really didn't exist but a great Cuba to wealth of our nation. Was intertwined. In them. On just it just wasn't right closet and your on the other end of the phone you're on the other end of it. Radio signal right now somewhere in what you're thinking well when you're calling when you're calling whoever's in charge of your money and saying no more aid. We need to now I want to do now with the too much of losses what does it what did they say for the most part just hang in there. Some people are saying well if you just hung in there who aren't you going to be all right and people attended. We're fine meal they were fine analyst in Lehman Brothers stock mostly a Bear Stearns stock listed in General Motors stock. Do they were following an issue and royal bank of Scott wants to on most of those talks were decimated when they no longer exist think about that. So if you just hang in there it doesn't always work but if you just hang in there. And you are a group of people doing that well he keeps the market together and keeps the advisors portfolio together. And it works out for who usually generally the person managing the money so that's not right. So stock brokers and advisors. Whatever you want to call them the orders. In my opinion I see statements from. Hundreds of them every year thousands of them some years so we return to know. What's happening out there so you you're getting on with your life you're doing. You getting on with your life if you going in for surgery you don't wanna learn surgery. If you don't have amnesties you don't want to grow and become an anesthesiologist. And in my view surgery. You just wanna pick up the insurgents and I'm challenging you to become. I'm more demanding. Can't have people speak with you. You've acquired in her voice telling you change something can swollen listen to acquire influence that's when you've got that's how you obtained the wealth that's on that when you are right now. And you went through a lot if you created any type of wealth it involve sacrifice. It's very seldom that it didn't and it if it has involved sacrifice the reason you were successful is because you listen to you corn and force him to death so I for publication the stock market heart attack and it's in the book and it's you can have a if you call eight PP 800. When heated one in if you read it you can see patterns that have happened for years and you concede. Indications of of specific indicators. In the book that says it will we have a lot of depth right now. We have a lot of uncertainty retail listen undergoing revolution brick and mortar is no longer the model. We have debt debt debt everywhere returned or in the but it death grip with interest rates. In the stock market is. Nearing all time highs again but it can't consolidate and move ahead so think about them too if you call me anything 800 wounded when you can have a copy of the book. You consumed with us at the Tuscan kitchen in Burlington. And you can meet us you can read our advisors. Can meet our analysts you can meet some serious people people who are focused and we're really focused upon the folks on you. And as you become an investor with us they've become very focused on making their relationship success before you and us and I think that's a little bit different and you. So there's. There's an. There's a way to do things differently and as a way that it can happen better for you that's why. We've been able to exist if there wasn't I would have never been in business as it would not have been need. Particularly financial services there's a need for different wing and we would surely is and when we do. It is our extreme desire that you are pleased with it and decide to work with the spring your statements review the expenses you are undeterred undertaking. Within your portfolio. To do applications. Do you want them you want to kind expenses due on different way. Would you like to get paid every month the president thinks someone else only. Eight PP 800 wanted to do when pitcher book safe money strategies sit down with us for. He dinner in Burlington the Tuscan kitchen paying me any. 800 when he didn't want to an analysis of your statements find out what those pieces of paper. Truly mean in what types of expenses you have. And you know you can perhaps overcome them successfully. And maybe if possible. Dampen down your risk creative and attack strategy and have a better relationship. With the person managing your money. PPP. 800. Wanted to you want them back. This is the bill Kelley show there's nothing ever false about hope. Keep your family fortune in the family. Call 188881981. Now and speak to do Kelly. What is most important about every investment what is the reason for investing what is the reason that you invest money. Well it's only one reason to address the future. And that's a purpose to future now where you've been his history were you going there's a ministry with the future really is going to advance teams have found. And generally it's not just your future the future maybe your employees. Maybe you feel me into the person you love your partner your wife your husband this is the purpose of investing for future or right now what does the future look like. Well it's pretty it's pretty risky out their country thing. How do you feel about losses how do you feel about don't volatility and how you feel about the fear in the market to its governing right now. And the death. On Ronald if you look at your 401K. If you look at the value of the national debt and everyone's following carries an IRA is particularly. Me equal about twenty trillion dollars which happens to equal wanted to putt the national debt right now so when is somebody in Washington and put two and two together and sent him. The crew we've got your parents a simple solution and Univision gentlemen you need to be careful don't you. He might be driving on Newington on people looking out the front window he may be getting some play attorney for the fall range and you yards from the autumn season you might be sitting and eating breakfast or thinking. Looking out the window on your beautiful yard or just now for a drive doing some parents and as soon as the sound of her voice on the radio telling me be careful of fear fear can hurt you fear can be your enemy in the volatility. For fear in the and the chance of losing money right now I'm believer that all time harness some 888800. When he hit one to the twelfth through its report kept the stock market heart attack reports find out what it looks like. Find out what the patterns and the stock markets look like right now I'm in what's going on to do that underpins them any any any any country when it went. We're going to have a series of events where you can hear us meet us in person and coming up this fall September October November at the Tuscan kitchen. Prone to a Saturday brunch and evening dinner and we're having and industry your blog Tony sixteen by the numbers retirement exploits annual. Last year we had 350 plus people and we don't have always have a ball too lenient so paid eight and 800 wanted to he went to your seats we are planning for it and expo I Babson college and we have some industry leaders there we have. Experts and accounting taxation will have experts in legal preparation for your state. Both experts on compliance the department of flavor and the fiduciary rules that will come into effect next year we hope and we are fiduciary and Kelly financial services and we take great pride in that so he paid me 80181. Sign up for the perhaps an event. We believe you will be in mid October were. Not quite. Don't quite have our finger on the tea right now but if it's going to sellout and I can guarantee human because it's free and we have limited space Odyssey great venue and and perhaps and you'll enjoy that very very much I'm sure so make sure that you sign up for the perhaps in retirement tax problem and find out. Bought retirement investors aren't doing right now if you are 500000. To ten million they'll be plenty of information for you need anything. 800 wanted to when we don't have an exact date it's going to be a week ten it's going to be daytime session a night time session workshops. All thing for people like you. Who want to get the information about estate planning with attorneys who beat their Social Security from people who are qualified to speak on that strategies for you as well as investment advising and push through some portfolio some ways that portfolios have put together what. And the thoughts of our analysts and you find it to be very interest in hands on information. Will be plenty of breakout rooms a speeches talks presentations. 888800. Wanted to warn Tuscan kitchen September 20 which is a Saturday. Don't mr. We always pac ten days when we do the senators there. 88800. Wanted to anyone brunch and then dinner and October 18 time belief. Paid me any intent and 120 women in our end of the year of blowout happened. Marriott Burlington museum 350. People there was a lot of different speakers on taxation social security and October the retirement expo at. Retirement investing expo at Babson college and we that's a great one of whom and when you breakout rooms there will be plenty of investment advisors. People there analysts and Kelly financial as well as some of the most respective accountants in Massachusetts to. There's it was you who speak as well as some people who are pretty sappy about what's going on its risk management today self 888800. When he went to the book senior safe money strategies for you it's precious and yet the stock market heart attack report get you twelve threats report final with the threats are any any any 801. You warned. Investing is all about the future and the future might be now. PPP 800 when he went. Are you getting pays there were five bogeys bundle to any investing relationship. One is the ability of your professional and another is availability. There's attitude action and accountability. To listen to bill Kelly's senior safe money strategies. Called 8881880. Wanted to speak to bill. What matters to build Kelly it's you know and we think you give him straight days. So basic and you feel like you've always known that the fees can eat you alive. You have to be careful of fees we review your statements when you come to visit with us if you're an investor if conspiracy for retirement even if you have 235 million. Especially if you have a hundred if you're fifty if you 400000. Fees can eat poppy profits and I mean hidden fees there's fees everywhere fees to trade. People wanna challenge you on a monthly some office charging a monthly fee to hold your counter or yearly fees fees in your four own community aware of him. Think about the fees and think about what they do think he's doing you gains. If you gains for the year or 4% in the fees are 1%. He's giving a tour only 5% of your gains some gains have to be net of fees. If you sign a particular investment with a four point 75% load. And you have to overcome the balloon in order to make some money for yourself right. So what are the ways to do that one way to do it is to get plenty of dissidents into your account if that's possible and I think it is. And I'm pretty sure to ensure we always do that. They need any 801 even want him to feed to do out there everywhere. And you nearly summary must tell you the amount of fees and I think they can be astronomical. If you don't have people who are actively managing your money why pay fees paid me anything. Under wanted to he would call in June can investment check up. Pension and investment review and bring your statements emotionally and more communities now there are. Over 175. Different different investments in mind you this is millions of dollars in talking about here it's still. Hundreds of positions that's too many. And every it seems every investment carries its own little feet soon there. And that doesn't count the office the basis. Is it just a Corley the market hasn't been reverse correlation but whenever you doing the fees within your investments are incredible. Find that if there's only to not have fees to have no mood investments to not have moves front and if there's a wait and find out if there's no way. To protect yourself from the volatility. That's sitting in here. And the markets are unhinged as I said earlier is the stock market having a heart attack. Like my uncle Jimmy. You can make every year and so were not very user going to be great uncle Jimmy looked fantastic. And then when your uncle Jimmy finally had a heart attack and he had to run the timing of his. How he looked great and everything was fantastic Jamie come rushers so. Uncle Jimmy. The team is that what you want to happen to your investments right now record debt record number of people out of the job market. Record number of people in government assistance Tony one trillion dollars can you even imagine I can and you're going to be fully invested in the market. When do people fail when they're climbing Mount Everest generally. The great. Proportion of them fail my for the you've reached the top don't you do it find out what's in the instantly bringing him. We're looking over for you would if you were full written report. We'll do a three step retirement plan for you. If you're investments give more than one broker that's okay we can help you invent a DPP's 121. Silliness for dinner. At the Tuscan kitchen it. For the next 3 months my evening insanity branches TV dinners Tuscan kitchen Burlington he he he. 801 you once it was us kick the tires enjoying an evening enjoy Saturday brunch enjoy some time with us find out how to stop fees from choking your. Choking your returns off. And fun is when you have no mood investments in your portfolios PPP. 800. We needed one there's no charge for an analysis DPP. He's hundred wounded once Saturdays and he needs. Seniors save money extracting. Wealth transfer seniors save money strategy. Living trusts seniors think money strapped Medicaid crisis planning senior saint content strategy. Portfolio income projections seniors at you funny strategies. Call bill Kelly 88881981. Or locally at 78184. Non 3090. I. I mean my she received built on and we're taking off beautiful aircraft the takeoff in the following is the smoothness I've ever experience. And I'm leaving the Caribbean and heading back to Boston and I'm just excited about the trip. I'm looking out my window on to a Vista of clowns. And it's a smooth display you know. And then we have to cross over. On to win because it's an ocean flight after cool over the coast which means what's happening now turbulence turbulence turning out to be the worst turbulence I think of her experience. And questioning why I'd like to fly in the first place and remind them in response to. The pilot is on the speaker telling insult to get ready for more. And I'm wondering who's being okay and I realize how minuscule chances aren't anything terrible happening. I try to relax a king and then hear the we you stand consumed the fluid is standing the captain tells us we're preparing for the landing in Boston. We're on the runway. Pending for the terminal fully. Who for so this is agreed to and the reason many communities particularly financial we've grown and sometimes that takes effort. And sometimes he smooth flight can can bumpy. When you when companies are 3000. Point shift in the market over amendments to these thousand point shift in the matter of hours that's turbulence that's a little bumpy. So we want to make sure that you can orient and torment your lives in Guam with your mission. The ground of 700005. Million. Right now your own flying your own journey he's going to hit turbulence if you don't do run you could crash so money. Goals for you know views these are lofty indeed the challenges of what we do and we need to do. The upcoming news the challenges are daunting think about it record debt record marching into record volatility. Market keep record amount number of people out of the workforce record amount of student and to follow. Record number of people on food stamps and combine that used to make investments investment decisions and changing economy. All types of volatility duties on long. Years in short we struggled in toiled with the every day and then we accomplish the impossible every year that's what I like about this business with sent in my life my career my journey my farm. My youth when years in the business is not. And it's important to me or you really. This has been in the past really it's great to know it's great to know me it's been two million telling you instills a power succeeded in field is not relative to what we're doing today. We need to succeed today this is human journey. Looking out the windows enjoy the view enjoy the trip taken own and there could be turbulence and we are ready for a actually no guarantee you turbulence but. We are enroute and there's very little chance we will not run senate seat we have our destination. Yesterday is history tomorrow is mystery. To do is all we have right now as a company if Kelly financial institute in of people available to you. And it's a group of people. Yesterday never happened we find you are the best people on earth. And I've spoken to thousands of U tens of thousands of view over the years and we want to make sure. To a you know we appreciate your being part of a team our team to a few feeling something's not completely right about your investments right now call me. Talk about was one of our analysts. Oh come to a meeting. Visit us for dinner can thank find an analysis on bring your statements give them up on the big screen fine when it's all about. My phone is always on my office is always open you can always get me on the cellphone if you call the PP. 800 wanted to be when if you're risking millions if you're risking a 100000. If you just turning in a foothold I want to speak with you we want to talk with you. To no political buy to let it be unnoticed until it becomes too difficult to handle don't get caught don't detract our journey this year. Is that we want to have a record year of helping people and so far the flights since moved. With slight turbulence which by the way is now behind us. Keep your family fortune in the family. She 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 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 use what you want and pass along what's left. Duke doing here before we start to commercial and talk about fear. He's about losses and about wounds and why in the world are you losing so much money with these foreign aspects of investing first of all this flag stuff we all get Aston who I did she. 888801. And anyone who gets your book series money strategies gets you they report the stock market a heart attack came to an analysis of your investments either in person or over the phone free 888800. Wanted one don't pass it up it's good stuff now we get to the commercial how about a strategy about a planned and how about something to overcome these fees these loans possibly issue a fear that you think that's important we do it Kelly financial services and we think that if you haven't made any money in the past year or two years we've lost when -- games. You might be time to take a second look they need me 80181. And see what you can do to avoid the next stock market heart attack 888800. Wounded when. 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 rate and individual retirement accounts are going to be too much for Uncle Sam do overlook. As you've done tactical planning to strategically 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 Peter lowers 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. Yeah. Keep what you have. Use what you want and pass along what's left. OK and you say goodbye to the people. And thank you listening. For him and. When I. I. It's. Oh.