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 risk, lifestyle costs, and having enough saved, Kelton explores what people tend to overlook when retirement starts feeling real. He also discusses why waiting too long can limit options—and how planning earlier can change the conversation entirely.
Click here to schedule an appointment with Kelton and his team or call 724-766-8853.

Rethinking Retirement: Why Old Strategies Are Fading
10:33

Why Passing Down a House Isn’t Always a Gift
12:09

When the Market Feels Good but Retirement Still Feels Risky
09:52