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 taxes often become the biggest surprise in retirement, how refunds and late starts can still matter, and why today’s uncertain markets are pushing many savers toward safety. Along the way, Kelton shares perspective on risk, diversification, and aligning investment choices with your stage of life.

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

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 taxes often become the biggest surprise in retirement, how refunds and late starts can still matter, and why today&rsquo;s uncertain markets are pushing many savers toward safety. Along the way, Kelton shares perspective on risk, diversification, and aligning investment choices with your stage of life.
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

When a Tax Refund Becomes a Retirement Turning Point

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. Drawing on recent research and real client conversations, the discussion centers on peace of mind, income planning, and why protecting lifestyle often matters more than chasing headline returns. It’s a grounded look at aligning investments with real-world retirement priorities.

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

What if the biggest risk in retirement isn&rsquo;t the market&mdash;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. Drawing on recent research and real client conversations, the discussion centers on peace of mind, income planning, and why protecting lifestyle often matters more than chasing headline returns. It&rsquo;s a grounded look at aligning investments with real-world retirement priorities.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.

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

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 conversation focuses on early-retirement spending, income planning, taxes, and why flexibility matters when markets turn volatile. The episode also explores Ray Dalio’s “three rabbit holes” analogy and how diversification, contingency planning, and structured income strategies play a role in long-term retirement stability.

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

 

What if earning more money isn&rsquo;t the problem&mdash;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 conversation focuses on early-retirement spending, income planning, taxes, and why flexibility matters when markets turn volatile. The episode also explores Ray Dalio&rsquo;s &ldquo;three rabbit holes&rdquo; analogy and how diversification, contingency planning, and structured income strategies play a role in long-term retirement stability.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.
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The Retirement Trap Even Millionaires Fall Into

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 fit into a high‑cost world. From everyday budget pressure to Warren Buffett’s massive cash stance, the conversation centers on balancing today’s realities with tomorrow’s retirement—without panic, guilt, or false certainty.

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

 

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 fit into a high‑cost world. From everyday budget pressure to Warren Buffett&rsquo;s massive cash stance, the conversation centers on balancing today&rsquo;s realities with tomorrow&rsquo;s retirement&mdash;without panic, guilt, or false certainty.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.
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When a Tax Refund Becomes a Retirement Turning Point

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