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 highlights the need for regular portfolio reviews to identify financial risks and ensure tax efficiency, while managing emotional responses to market volatility.

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

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 highlights the need for regular portfolio reviews to identify financial risks and ensure tax efficiency, while managing emotional responses to market volatility.
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!

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