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 align with your lifestyle. From seeking to minimize future tax exposure to planning for big goals like travel or a second home, this conversation offers helpful insights for those approaching retirement.

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

Listen to Kelton every Saturday at 10:30 AM on WJAS.

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 align with your lifestyle. From seeking to minimize future tax exposure to planning for big goals like travel or a second home, this conversation offers helpful insights for those approaching retirement.
Click&nbsp;<a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.
Listen to Kelton every Saturday at 10:30 AM on <a href="https://1320wjas.com/">WJAS</a>.

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

Is the IRS Watching Your Retirement Savings? | The RMD Season: Key Insights You Should Know | Retirement Goals vs. Reality—How Prepared Are You?

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 distributions. We also cover Roth conversions, tax-loss harvesting, and charitable giving strategies that can help keep more money in your pocket. Don’t let procrastination cost you—get the insights you need to finish the year strong.

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

Listen to Kelton every Saturday at 10:30 AM on WJAS.

Holiday shopping isn&rsquo;t the only thing sneaking up on you&mdash;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 distributions. We also cover Roth conversions, tax-loss harvesting, and charitable giving strategies that can help keep more money in your pocket. Don&rsquo;t let procrastination cost you&mdash;get the insights you need to finish the year strong.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.
Listen to Kelton every Saturday at 10:30 AM on <a href="https://1320wjas.com/">WJAS</a>.

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

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 you age. From managing fees to creating guaranteed income streams, Kelton shares practical insights for building a plan that fits your life—not the Joneses’.

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

Listen to Kelton every Saturday at 10:30 AM on WJAS.

What do Tom Cruise movies and retirement planning have in common? Predictability&mdash;except your financial future shouldn&rsquo;t follow a cookie-cutter script. In this episode&nbsp;Kelton breaks down why personalized retirement plans matter, how to balance wants versus needs, and why risk tolerance changes as you age. From managing fees to creating guaranteed income streams, Kelton shares practical insights for building a plan that fits your life&mdash;not the Joneses&rsquo;.
Click&nbsp;<a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.
Listen to Kelton every Saturday at 10:30 AM on <a href="https://1320wjas.com/">WJAS</a>.

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 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 with confidence and clarity.

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

Listen to Kelton every Saturday at 10:30 AM on WJAS.

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&rsquo;s impact on women, and breaks down how alternative investments can help retirees navigate market volatility with confidence and clarity.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.
Listen to Kelton every Saturday at 10:30 AM on <a href="https://1320wjas.com/">WJAS</a>.

Is the IRS Watching Your Retirement Savings? | The RMD Season: Key Insights You Should Know | Retirement Goals vs. Reality—How Prepared Are You?

In 1 playlist(s)

A Slice of Advice

Social links

Follow podcast

Recent clips