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

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>.

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

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>.

Turkey-Flavored Oreos and the Truth About Retirement | Why Watching the Market Might Be Hurting Your Retirement

What if your retirement plan is quietly draining your savings? In this episode, financial advisor Kelton Burgess shares his personal journey from estate attorney to founder of Cranberry Wealth, revealing the hidden fees and financial “toxins” that could be lurking in your investment accounts. From misleading management costs to the impact of Medicare premiums on Social Security COLA, Kelton breaks down the real risks retirees face—and how to spot them. Tune in for a candid conversation that blends Wall Street insight with Main Street sensibility.

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 if your retirement plan is quietly draining your savings? In this episode, financial advisor Kelton Burgess shares his personal journey from estate attorney to founder of Cranberry Wealth, revealing the hidden fees and financial &ldquo;toxins&rdquo; that could be lurking in your investment accounts. From misleading management costs to the impact of Medicare premiums on Social Security COLA, Kelton breaks down the real risks retirees face&mdash;and how to spot them. Tune in for a candid conversation that blends Wall Street insight with Main Street sensibility.
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>.

The Hidden Fees That Could Be Disrupting Your Retirement | Retirement’s Overlooked Realities—Revealed | Why Your Portfolio Might Be More Risk-Prone Than You Think

Are hidden fees quietly sinking your retirement dreams? In this episode, Kelton Burgess reveals how overlooked costs can erode your nest egg and why understanding both the financial and emotional sides of retirement is crucial. Discover practical strategies to uncover hidden expenses, maintain purpose after leaving the workplace, and build a fulfilling new chapter. Tune in for real stories, expert insights, and actionable advice to help you navigate retirement with confidence.

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

Are hidden fees quietly sinking your retirement dreams? In this episode, Kelton Burgess reveals how overlooked costs can erode your nest egg and why understanding both the financial and emotional sides of retirement is crucial. Discover practical strategies to uncover hidden expenses, maintain purpose after leaving the workplace, and build a fulfilling new chapter. Tune in for real stories, expert insights, and actionable advice to help you navigate retirement with confidence.
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.

Is Your Retirement Fund Paying for Someone Else’s Yacht?

When Warren Buffett shifts $344 billion into cash, it raises eyebrows—is he seeing something we’re not? In this episode of A Slice of Advice, Kelton Burgess breaks down what Buffett’s move means for everyday investors and why copying a trillionaire’s strategy might backfire. From market signals to tax bracket management, Kelton shares insights on how to navigate retirement with clarity and confidence. Plus, learn why underspending in early retirement could be a costly mistake and how to make the most of your “gap years.”

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

When Warren Buffett shifts $344 billion into cash, it raises eyebrows&mdash;is he seeing something we&rsquo;re not? In this episode of A Slice of Advice, Kelton Burgess breaks down what Buffett&rsquo;s move means for everyday investors and why copying a trillionaire&rsquo;s strategy might backfire. From market signals to tax bracket management, Kelton shares insights on how to navigate retirement with clarity and confidence. Plus, learn why underspending in early retirement could be a costly mistake and how to make the most of your &ldquo;gap years.&rdquo;
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.

Warren Buffett’s $344B Warning: Should You Be Worried?

Feeling overwhelmed by economic uncertainty? In this episode of A Slice of Advice, Kelton Burgess of Cranberry Wealth shares how to cut through the noise and focus on what truly matters for your retirement. From navigating interest rate anxiety to making smart decisions about Roth IRAs and early inheritance for grandkids, Kelton offers grounded, practical insights. Whether you're nearing retirement or planning your legacy, this episode helps you stay focused, calm, and in control.

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

Feeling overwhelmed by economic uncertainty?&nbsp;In this episode of&nbsp;A Slice of Advice, Kelton Burgess of Cranberry Wealth shares how to cut through the noise and focus on what truly matters for your retirement. From navigating interest rate anxiety to making smart decisions about Roth IRAs and early inheritance for grandkids, Kelton offers grounded, practical insights. Whether you're nearing retirement or planning your legacy, this episode helps you stay focused, calm, and in control.
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.

Roth IRAs, Grandkids, and the Retirement Balancing Act

What if your retirement plan includes going back to work? In this episode, Kelton Burgess of Cranberry Wealth challenge conventional advice on navigating retirement in a volatile market. From building a cash buffer to understanding Social Security timing and managing risk tolerance, they unpack practical strategies to help retirees stay in control—without panic or guesswork. Whether you're nearing 65 or already retired, this conversation offers clarity on making smarter, more personalized financial decisions.

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

What if your retirement plan includes going back to work? In this episode, Kelton Burgess of Cranberry Wealth challenge conventional advice on navigating retirement in a volatile market. From building a cash buffer to understanding Social Security timing and managing risk tolerance, they unpack practical strategies to help retirees stay in control&mdash;without panic or guesswork. Whether you're nearing 65 or already retired, this conversation offers clarity on making smarter, more personalized financial decisions.
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.

Retirement Advice So Bad, It Sends You Back to Work?

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.

Navigating Economic Uncertainty in Retirement

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

Social links:

Follow the podcast:

20 clip(s)