How Much Risk Is Too Much When Retirement Is on the Line?

What if the biggest risk in retirement isn’t the market—but how much uncertainty you can actually live with? In this episode of A Slice of Advice, Kelton Burgess explores the growing disconnect between how much risk advisors assume retirees can tolerate and what retirees truly feel comfortable with…

When a Tax Refund Becomes a Retirement Turning Point

What if your tax refund could quietly reshape how retirement feels years from now? In this episode of A Slice of Advice, Kelton Burgess breaks down how recent tax changes, Roth IRAs, and small, strategic decisions can influence retirement income and taxes over time. The conversation explores why ta…

The Retirement Trap Even Millionaires Fall Into

What if earning more money isn’t the problem—and running out of it is? In this episode of A Slice of Advice, Kelton Burgess breaks down why even high earners, from pro athletes to everyday retirees, can go broke after the paychecks stop. Using real-world examples and market headlines, the conversat…

When Retirement Savings Start Looking Like an Emergency Fund

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 fi…

The Estate Planning Move Most Families Get Wrong

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. Kelto…

Why Retirement Math Looks Very Different After Taxes

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…

The Money Move Rob Gronkowski Made That You Can Too

What can a retired NFL star teach us about building financial stability? In this episode, Kelton breaks down Rob Gronkowski’s surprisingly disciplined money habits and uses them to explore practical strategies anyone can apply. From separating spending cash from long‑term savings to using a three‑b…

The Real Reason People Avoid Financial Advisors

What keeps so many people from seeking real financial guidance, even when their future is on the line? In this episode, Kelton Burgess breaks down the emotional, financial, and cultural barriers that stop everyday Americans from turning to a trusted advisor. From misconceptions about who financial …

The Best Cities to Retire to in 2026 According to WalletHub

What if the secret to a happy retirement isn’t where you live, but who you’re with and how you plan? This episode dives into the real factors that shape retirement satisfaction beyond the “best cities” lists and sunny destinations. Discover why emotional connections, support networks, and practical…

The Retirement Threat Nobody Talks About

What if the biggest threat to your retirement isn’t the market, but your taxes? In this episode, Kelton breaks down how different income streams—IRAs, Roth accounts, brokerage investments, annuities, and Social Security—are all taxed in unique ways that can quietly drain your nest egg. You’ll hear …