Could claiming Social Security too early create a bigger retirement challenge than most people realize? In this episode, Kelton Burgess breaks down the uncertainty surrounding Social Security, why taxes may have a larger impact on retirement than many expect, and how investment priorities often shift as retirement approaches. He also discusses the importance of planning for healthcare costs, market volatility, and unexpected expenses that can disrupt even well-funded retirement plans. The conversation explores the transition from accumulating wealth to creating a sustainable income strategy designed to support retirement goals over the long term.

Click here to schedule an appointment with Kelton and his team or call 724-766-8853.

Could claiming Social Security too early create a bigger retirement challenge than most people realize? In this episode, Kelton Burgess breaks down the uncertainty surrounding Social Security, why taxes may have a larger impact on retirement than many expect, and how investment priorities often shift as retirement approaches. He also discusses the importance of planning for healthcare costs, market volatility, and unexpected expenses that can disrupt even well-funded retirement plans. The conversation explores the transition from accumulating wealth to creating a sustainable income strategy designed to support retirement goals over the long term.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.

As you approach retirement, it’s time to make informed decisions about your financial future. But it’s not as simple as choosing a withdrawal strategy and hoping for the best—you need the right tools, the right strategy, and a plan designed to last.

The Cranberry Wealth Retirement Show with Kelton Burgess delivers guidance to help you navigate retirement with confidence. From in-depth financial analysis and long-term planning to the everyday market developments that impact your bottom line, the show breaks down complex topics into straightforward insights you can use.

Listen and subscribe today to start building a retirement plan that’s designed around you.

 

As you approach retirement, it&rsquo;s time to make informed decisions about your financial future. But it&rsquo;s not as simple as choosing a withdrawal strategy and hoping for the best&mdash;you need the right tools, the right strategy, and a plan designed to last.
The Cranberry Wealth Retirement Show with Kelton Burgess delivers guidance to help you navigate retirement with confidence. From in-depth financial analysis and long-term planning to the everyday market developments that impact your bottom line, the show breaks down complex topics into straightforward insights you can use.
Listen and subscribe today to start building a retirement plan that&rsquo;s designed around you.
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