What happens when retirement planning stops treating Wall Street, banks, and insurance as rivals? In this episode of A Slice of Advice, Kelton Burgess breaks down why income planning often falls short and how a full‑service approach can change the conversation. Drawing from industry commentary, Kelton discusses the long‑standing divide between advisors and insurance, why guaranteed income is frequently missing from traditional advice, and how combining investments, bank products, and insurance can address spending anxiety, longevity risk, and market volatility. The focus stays on education, clarity, and building a more complete retirement picture.

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

What happens when retirement planning stops treating Wall Street, banks, and insurance as rivals? In this episode of A Slice of Advice, Kelton Burgess breaks down why income planning often falls short and how a full‑service approach can change the conversation. Drawing from industry commentary, Kelton discusses the long‑standing divide between advisors and insurance, why guaranteed income is frequently missing from traditional advice, and how combining investments, bank products, and insurance can address spending anxiety, longevity risk, and market volatility. The focus stays on education, clarity, and building a more complete retirement picture.
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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