Are you prepared for the winding road of retirement? Financial advisor Kelton Burgess explores asset preservation strategies for individuals and business owners, emphasizing the importance of proactive planning. Key topics include the impact of inflation and interest rates, diversification, and the emotional aspects of financial decision-making. By managing emotions and understanding economic indicators, listeners can preserve their wealth against market volatility and ensure long-term stability.

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

Are you prepared for the winding road of retirement? Financial advisor Kelton Burgess explores asset preservation strategies for individuals and business owners, emphasizing the importance of proactive planning. Key topics include the impact of inflation and interest rates, diversification, and the emotional aspects of financial decision-making. By managing emotions and understanding economic indicators, listeners can preserve their wealth against market volatility and ensure long-term stability.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.

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 financial analyses and long-term thinking to the day-to-day developments that affect your bottom line, A Slice of Advice is the cream of the podcasting crop. Listen and subscribe today to start making your retirement planning easy as pie!

Now that you&rsquo;re approaching retirement, it&rsquo;s time to get your cut of the pie. But it&rsquo;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 &ndash; and that you&rsquo;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 financial analyses and long-term thinking to the day-to-day developments that affect your bottom line, A Slice of Advice is the cream of the podcasting crop. Listen and subscribe today to start making your retirement planning easy as pie!

A Slice of Advice

How to Preserve Your Wealth Against Market Volatility

Groceries cost more, credit cards sting, and retirement savings suddenly look tempting. In this episode of A Slice of Advice, Kelton Burgess unpacks why so many Americans are pausing retirement contributions, the real risks of tapping long‑term accounts for short‑term bills, and how cash buffers fit into a high‑cost world. From everyday budget pressure to Warren Buffett’s massive cash stance, the conversation centers on balancing today’s realities with tomorrow’s retirement—without panic, guilt, or false certainty.

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

 

Groceries cost more, credit cards sting, and retirement savings suddenly look tempting. In this episode of A Slice of Advice, Kelton Burgess unpacks why so many Americans are pausing retirement contributions, the real risks of tapping long‑term accounts for short‑term bills, and how cash buffers fit into a high‑cost world. From everyday budget pressure to Warren Buffett&rsquo;s massive cash stance, the conversation centers on balancing today&rsquo;s realities with tomorrow&rsquo;s retirement&mdash;without panic, guilt, or false certainty.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.
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When Retirement Savings Start Looking Like an Emergency Fund

What happens when a parent wants to leave money to their child but keep it out of the son‑in‑law’s hands? This episode dives into the real‑world concerns families face when planning their legacy, from protecting inheritances in the event of divorce to avoiding common estate‑planning pitfalls. Kelton Burgess breaks down how trusts, beneficiary designations, and proper financial structuring can help ensure assets stay in the bloodline. He explains why choosing the right trustee matters, how to avoid co‑mingling inherited funds, and why DIY legal tools often lead to trouble.

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

What happens when a parent wants to leave money to their child but keep it out of the son‑in‑law&rsquo;s hands? This episode dives into the real‑world concerns families face when planning their legacy, from protecting inheritances in the event of divorce to avoiding common estate‑planning pitfalls. Kelton Burgess breaks down how trusts, beneficiary designations, and proper financial structuring can help ensure assets stay in the bloodline. He explains why choosing the right trustee matters, how to avoid co‑mingling inherited funds, and why DIY legal tools often lead to trouble.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.

The Estate Planning Move Most Families Get Wrong

That seven‑figure 401(k) balance might not be what you think it is. As headlines celebrate record numbers of “401(k) millionaires,” this episode pulls back the curtain on what those balances really mean after taxes and why Uncle Sam may be your biggest retirement partner. Kelton Burgess breaks down how taxes, required withdrawals, Medicare premiums, and Social Security all intersect in retirement, and why looking only at your account balance can be misleading. The conversation also challenges the long‑standing 4% rule, explores why it may feel outdated in today’s economy, and explains how thoughtful withdrawal and tax planning can shape what retirement actually looks like.

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

That seven‑figure 401(k) balance might not be what you think it is. As headlines celebrate record numbers of &ldquo;401(k) millionaires,&rdquo; this episode pulls back the curtain on what those balances really mean after taxes and why Uncle Sam may be your biggest retirement partner. Kelton Burgess breaks down how taxes, required withdrawals, Medicare premiums, and Social Security all intersect in retirement, and why looking only at your account balance can be misleading. The conversation also challenges the long‑standing 4% rule, explores why it may feel outdated in today&rsquo;s economy, and explains how thoughtful withdrawal and tax planning can shape what retirement actually looks like.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.

How to Preserve Your Wealth Against Market Volatility

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