Trying to outsmart the market can cost more than most people realize—especially near retirement. Kelton Burgess breaks down why market timing becomes riskier as retirement approaches and introduce the concept of the “retirement red zone.” The conversation explores how volatility, early withdrawals, and missed recovery periods can quietly erode long-term savings. Kelton explains why income planning, diversification, and bucket-style strategies matter most when investors shift from accumulation to distribution, and why retirees face challenges younger investors often don’t encounter.

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

Trying to outsmart the market can cost more than most people realize&mdash;especially near retirement. Kelton Burgess breaks down why market timing becomes riskier as retirement approaches and introduce the concept of the &ldquo;retirement red zone.&rdquo; The conversation explores how volatility, early withdrawals, and missed recovery periods can quietly erode long-term savings. Kelton explains why income planning, diversification, and bucket-style strategies matter most when investors shift from accumulation to distribution, and why retirees face challenges younger investors often don&rsquo;t encounter.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.

As you approach retirement, it’s time to make informed decisions about your financial future. But it’s not as simple as choosing a withdrawal strategy and hoping for the best—you need the right tools, the right strategy, and a plan designed to last.

The Cranberry Wealth Retirement Show with Kelton Burgess delivers guidance to help you navigate retirement with confidence. From in-depth financial analysis and long-term planning to the everyday market developments that impact your bottom line, the show breaks down complex topics into straightforward insights you can use.

Listen and subscribe today to start building a retirement plan that’s designed around you.

 

As you approach retirement, it&rsquo;s time to make informed decisions about your financial future. But it&rsquo;s not as simple as choosing a withdrawal strategy and hoping for the best&mdash;you need the right tools, the right strategy, and a plan designed to last.
The Cranberry Wealth Retirement Show with Kelton Burgess delivers guidance to help you navigate retirement with confidence. From in-depth financial analysis and long-term planning to the everyday market developments that impact your bottom line, the show breaks down complex topics into straightforward insights you can use.
Listen and subscribe today to start building a retirement plan that&rsquo;s designed around you.
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