Rethinking Retirement: Why Old Strategies Are Fading

Why are more financial advisors turning to a strategy they once criticized? This episode explores the growing role of annuities in today’s retirement planning landscape and why market volatility, inflation, and longevity concerns are reshaping how income strategies are built. Kelton Burgess breaks …

Why Passing Down a House Isn’t Always a Gift

A million-dollar home can quickly become a financial burden instead of a legacy. This episode explores the real risks of passing down real estate, from hidden costs and inheritance taxes to family conflicts and illiquidity. Kelton Burgess breaks down why gifting a home during your lifetime can crea…

When the Market Feels Good but Retirement Still Feels Risky

Strong market gains have boosted retirement confidence, but is that confidence built on something solid? Kelton Burgess examines why recent stock market returns are making many people feel better about retirement, while inflation, taxes, and global uncertainty still keep investors up at night. Burg…

The Hidden Risk of Waiting Too Long to Plan

Most people don’t realize retirement decisions can get riskier the closer you get to the finish line. In this episode of A Slice of Advice, Kelton Burgess breaks down when it actually makes sense to start talking to a financial advisor—and why waiting too long can limit your options. Using real-wor…

How Close Is Too Close to Retirement Planning?

Is there really a “right” time to start working with a financial advisor? In this episode of A Slice of Advice, Kelton Burgess breaks down why retirement planning looks very different depending on where you are on the timeline. From the “retirement red zone” analogy to common worries about market r…

The Costly Difference Between Relief and Flexibility

What would you do if a surprise inheritance hit your bank account tomorrow? In this episode of A Slice of Advice, Kelton Burgess breaks down two very different paths taken after a sudden windfall—and how emotion, debt, and liquidity can quietly shape long-term outcomes. Using a real-world inheritan…

The Retirement Conversation Most Couples Never Finish

Most couples spend more time scrolling than talking—so what happens when retirement finally shows up? Kelton Burgess digs into why many couples assume they’re aligned on retirement, only to discover later they were picturing very different futures. From missed conversations and knowledge gaps to sp…

The Retirement Red Zone No One Talks About

Trying to outsmart the market can cost more than most people realize—especially near retirement. Kelton Burgess breaks down why market timing becomes riskier as retirement approaches and introduce the concept of the “retirement red zone.” The conversation explores how volatility, early withdrawals,…

Why Wall Street Alone Isn’t the Whole Answer

What happens when retirement planning stops treating Wall Street, banks, and insurance as rivals? In this episode of A Slice of Advice, Kelton Burgess breaks down why income planning often falls short and how a full‑service approach can change the conversation. Drawing from industry commentary, Kel…

The Slow-Cooker Approach to Retirement Planning

What does chili have to do with retirement planning, and why does it actually make sense? In this episode of A Slice of Advice, Kelton Burgess uses a kitchen-table analogy to break down portfolio construction, risk management, and retirement income. From non‑negotiable base ingredients like cash an…