Could rising interest rates be creating risks in places retirees least expect? Kelton Burgess breaks down how Federal Reserve rate hikes affect both stocks and bonds, why headline-driven investing can lead to emotional decisions, and the questions retirees should ask about portfolio risk. The conversation explores the challenges of relying on traditional stock-and-bond allocations, the limitations of the 4% withdrawal rule, and the importance of building a retirement income strategy designed to navigate market uncertainty. Kelton also shares his perspective on balancing growth opportunities with income and risk management in retirement.

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