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. Kelton Burgess breaks down how trusts, beneficiary designations, and proper financial structuring can help ensure assets stay in the bloodline. He explains why choosing the right trustee matters, how to avoid co‑mingling inherited funds, and why DIY legal tools often lead to trouble.

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

What happens when a parent wants to leave money to their child but keep it out of the son‑in‑law&rsquo;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. Kelton Burgess breaks down how trusts, beneficiary designations, and proper financial structuring can help ensure assets stay in the bloodline. He explains why choosing the right trustee matters, how to avoid co‑mingling inherited funds, and why DIY legal tools often lead to trouble.
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!

A Slice of Advice

The Estate Planning Move Most Families Get Wrong

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 how taxes, required withdrawals, Medicare premiums, and Social Security all intersect in retirement, and why looking only at your account balance can be misleading. The conversation also challenges the long‑standing 4% rule, explores why it may feel outdated in today’s economy, and explains how thoughtful withdrawal and tax planning can shape what retirement actually looks like.

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

That seven‑figure 401(k) balance might not be what you think it is. As headlines celebrate record numbers of &ldquo;401(k) millionaires,&rdquo; 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 how taxes, required withdrawals, Medicare premiums, and Social Security all intersect in retirement, and why looking only at your account balance can be misleading. The conversation also challenges the long‑standing 4% rule, explores why it may feel outdated in today&rsquo;s economy, and explains how thoughtful withdrawal and tax planning can shape what retirement actually looks like.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.

Why Retirement Math Looks Very Different After Taxes

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‑bucket approach for near‑, mid‑, and long‑term goals, Kelton explains how thoughtful planning can create confidence at every stage of retirement. He also dives into the role of guaranteed income, like Social Security and income annuities, and how these tools can help bridge the gap between what you have and what you’ll need.

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

What can a retired NFL star teach us about building financial stability? In this episode, Kelton breaks down Rob Gronkowski&rsquo;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‑bucket approach for near‑, mid‑, and long‑term goals, Kelton explains how thoughtful planning can create confidence at every stage of retirement. He also dives into the role of guaranteed income, like Social Security and income annuities, and how these tools can help bridge the gap between what you have and what you&rsquo;ll need.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.

The Money Move Rob Gronkowski Made That You Can Too

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 planning is “for” to the pitfalls of Googling your way through retirement, Kelton explains why professional guidance matters and how slow‑and‑steady strategy beats flashy promises every time. 

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 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 planning is &ldquo;for&rdquo; to the pitfalls of Googling your way through retirement, Kelton explains why professional guidance matters and how slow‑and‑steady strategy beats flashy promises every time.&nbsp;
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 Estate Planning Move Most Families Get Wrong

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