A Slice of Advice
A Slice of Advice
Now that you’re approaching retirement, it’s time to get your cut of the pie. But it’s not as simple as taking a slice out of the fridge. You need to make sure you have the right tool for the job – and that you’re taking as much as you need. A Slice of Advice with Kelton Burgess, the podcast from Cranberry Wealth financial advisor Kelton Burgess, is your recipe for retirement. From in-depth finan…Social links:
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Holiday Shopping Isn’t Your Only Deadline | The Year-End Financial Moves You Can’t Ignore | Avoid the 25% Penalty Before It’s Too Late
Holiday shopping isn’t the only thing sneaking up on you—year-end financial deadlines are too. In this episode of A Slice of Advice, Kelton breaks down the critical moves to make before December 31st, from maxing out 401(k) contributions to avoiding hefty IRS penalties on required minimum distribut…
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Your Retirement Isn’t a Tom Cruise Movie | Why One-Size-Fits-All Fails in Retirement Planning | Wants vs. Needs: The Retirement Conversation You Need
What do Tom Cruise movies and retirement planning have in common? Predictability—except your financial future shouldn’t follow a cookie-cutter script. In this episode Kelton breaks down why personalized retirement plans matter, how to balance wants versus needs, and why risk tolerance changes as yo…
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Is the IRS Watching Your Retirement Savings? | The RMD Season: Key Insights You Should Know | Retirement Goals vs. Reality—How Prepared Are You?
Could the IRS impact your retirement savings? In this episode, Kelton discusses Required Minimum Distributions (RMDs), tax-efficient strategies, and why timing matters for withdrawals. He shares ways to balance needs and wants, prepare for unexpected early retirement, and explore strategies that al…
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Turkey-Flavored Oreos and the Truth About Retirement | Why Watching the Market Might Be Hurting Your Retirement
What do turkey-flavored Oreos and retirement planning have in common? More than you'd expect. Kelton Burgess shares insights inspired by Warren Buffett, explores the Great Wealth Transfer’s impact on women, and breaks down how alternative investments can help retirees navigate market volatility wit…
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The Hidden Fees That Could Be Disrupting Your Retirement | Retirement’s Overlooked Realities—Revealed | Why Your Portfolio Might Be More Risk-Prone Than You Think
What if your retirement plan is quietly draining your savings? In this episode, financial advisor Kelton Burgess shares his personal journey from estate attorney to founder of Cranberry Wealth, revealing the hidden fees and financial “toxins” that could be lurking in your investment accounts. From …
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Is Your Retirement Fund Paying for Someone Else’s Yacht?
Are hidden fees quietly sinking your retirement dreams? In this episode, Kelton Burgess reveals how overlooked costs can erode your nest egg and why understanding both the financial and emotional sides of retirement is crucial. Discover practical strategies to uncover hidden expenses, maintain purp…
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Warren Buffett’s $344B Warning: Should You Be Worried?
When Warren Buffett shifts $344 billion into cash, it raises eyebrows—is he seeing something we’re not? In this episode of A Slice of Advice, Kelton Burgess breaks down what Buffett’s move means for everyday investors and why copying a trillionaire’s strategy might backfire. From market signals to …
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Roth IRAs, Grandkids, and the Retirement Balancing Act
Feeling overwhelmed by economic uncertainty? In this episode of A Slice of Advice, Kelton Burgess of Cranberry Wealth shares how to cut through the noise and focus on what truly matters for your retirement. From navigating interest rate anxiety to making smart decisions about Roth IRAs and early in…
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Retirement Advice So Bad, It Sends You Back to Work?
What if your retirement plan includes going back to work? In this episode, Kelton Burgess of Cranberry Wealth challenge conventional advice on navigating retirement in a volatile market. From building a cash buffer to understanding Social Security timing and managing risk tolerance, they unpack pra…
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Navigating Economic Uncertainty in Retirement
On this episode, Kelton discusses the current economic climate and its impact on retirement planning. They emphasize the importance of focusing on controllable factors, such as creating a solid financial plan and understanding the implications of Roth conversions on Medicare premiums. Kelton also h…
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