A million-dollar home can quickly become a financial burden instead of a legacy. This episode explores the real risks of passing down real estate, from hidden costs and inheritance taxes to family conflicts and illiquidity. Kelton Burgess breaks down why gifting a home during your lifetime can create major tax consequences, and how strategies like the step-up in basis can protect your heirs. The conversation also highlights the emotional weight tied to family homes and why decisions should be guided by planning—not sentiment—within a coordinated retirement, tax, and estate strategy.

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

A million-dollar home can quickly become a financial burden instead of a legacy. This episode explores the real risks of passing down real estate, from hidden costs and inheritance taxes to family conflicts and illiquidity. Kelton Burgess breaks down why gifting a home during your lifetime can create major tax consequences, and how strategies like the step-up in basis can protect your heirs. The conversation also highlights the emotional weight tied to family homes and why decisions should be guided by planning&mdash;not sentiment&mdash;within a coordinated retirement, tax, and estate strategy.
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.
&nbsp;

The Cranberry Wealth Retirement Show

Why Passing Down a House Isn’t Always a Gift

The biggest drain on your retirement savings might be the one you never see. Hidden fees—from advisor charges to fund expenses—can quietly erode your portfolio over time. Kelton Burgess breaks down where these costs hide, why most investors don’t fully understand what they’re paying, and how transparency impacts performance. He discusses industry shifts toward fee-based advice, the role of ETFs and mutual funds, and why a deeper audit of your accounts matters more than most realize. It’s a closer look at what your money is really doing—and what it’s really costing you.

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

The biggest drain on your retirement savings might be the one you never see. Hidden fees&mdash;from advisor charges to fund expenses&mdash;can quietly erode your portfolio over time. Kelton Burgess breaks down where these costs hide, why most investors don&rsquo;t fully understand what they&rsquo;re paying, and how transparency impacts performance. He discusses industry shifts toward fee-based advice, the role of ETFs and mutual funds, and why a deeper audit of your accounts matters more than most realize. It&rsquo;s a closer look at what your money is really doing&mdash;and what it&rsquo;s really costing you.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.

What Your Advisor Isn’t Showing You

What if retirement really comes down to a few core trade-offs most people overlook? This episode breaks down the layered worries behind retirement planning, starting with health versus wealth and expanding into income versus longevity. Kelton Burgess unpacks how longer lifespans and fewer pensions raise the stakes for reliable income, while market volatility highlights the balance between control and uncertainty. The conversation also explores the importance of proactive planning over reactive decisions and tuning out financial noise. With a focus on building a flexible, comprehensive strategy, this episode highlights how clarity can replace chaos in today’s unpredictable retirement landscape.

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

What if retirement really comes down to a few core trade-offs most people overlook? This episode breaks down the layered worries behind retirement planning, starting with health versus wealth and expanding into income versus longevity. Kelton Burgess unpacks how longer lifespans and fewer pensions raise the stakes for reliable income, while market volatility highlights the balance between control and uncertainty. The conversation also explores the importance of proactive planning over reactive decisions and tuning out financial noise. With a focus on building a flexible, comprehensive strategy, this episode highlights how clarity can replace chaos in today&rsquo;s unpredictable retirement landscape.
Click <a href="https://www.cranberrywealth.com/contact">here</a> to schedule an appointment with Kelton and his team or call 724-766-8853.

What Actually Keeps Retirees Up at Night

Procrastination might feel harmless, until it quietly reshapes your family’s future. Kelton Burgess breaks down why legacy planning is so often delayed, from fear of confronting mortality to the misconception that it’s only for the wealthy. Using real-world examples, the conversation highlights how avoiding wills, powers of attorney, and basic planning decisions can leave loved ones with difficult consequences. Kelton outlines a simple starting point, cuts through confusion fueled by bad information, and reframes legacy planning as a meaningful step taken for others, not yourself.

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

Procrastination might feel harmless, until it quietly reshapes your family&rsquo;s future. Kelton Burgess breaks down why legacy planning is so often delayed, from fear of confronting mortality to the misconception that it&rsquo;s only for the wealthy. Using real-world examples, the conversation highlights how avoiding wills, powers of attorney, and basic planning decisions can leave loved ones with difficult consequences. Kelton outlines a simple starting point, cuts through confusion fueled by bad information, and reframes legacy planning as a meaningful step taken for others, not yourself.
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 Passing Down a House Isn’t Always a Gift

In 1 playlist(s)

The Cranberry Wealth Retirement Show

Social links

Follow podcast

Recent clips