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 …

Are You Riding the Retirement Roller Coaster?

Market swings can feel like a roller coaster, especially when retirement is closer than it used to be. In this episode, Kelton breaks down why volatility hits harder for pre‑retirees and how smart planning can help steady the ride. He explores practical strategies for managing risk, diversifying be…

Being Cautious When The Market is Near All-Time Highs

The market may be soaring, but is investor confidence rising even faster? In this episode, Kelton breaks down why bull‑market optimism can quietly morph into dangerous overconfidence, especially for retirees with limited time to recover from downturns. From the dominance of the “Magnificent Seven” …

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

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 distribut…

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 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 yo…