Retirement planning is essential for maintaining a steady and reliable income. In this episode, financial advisor Kelton Burgess discusses the importance of guaranteed income sources such as Social Security and annuities. He explains how to optimize Social Security benefits for tax efficiency and explores strategies to protect against inflation by diversifying assets. By combining these income sources with strategic withdrawals and investment plans, retirees can achieve a stable financial future and cover essential living expenses without the stress of market volatility.

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

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