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The Hidden Fees That Could Be Disrupting Your Retirement | Retirement’s Overlooked Realities—Revealed | Why Your Portfolio Might Be More Risk-Prone Than You Think
What if your retirement plan is quietly draining your savings? In this episode, financial advisor Kelton Burgess shares his personal journey from estate attorney to founder of Cranberry Wealth, revealing the hidden fees and financial “toxins” that could be lurking in your investment accounts. From misleading management costs to the impact of Medicare premiums on Social Security COLA, Kelton breaks down the real risks retirees face—and how to spot them. Tune in for a candid conversation that blends Wall Street insight with Main Street sensibility.
Click here to schedule an appointment with Kelton and his team or call 724-766-8853.
Listen to Kelton every Saturday at 10:30 AM on WJAS.
See omnystudio.com/listener for privacy information.
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By Kelton BurgessWhat if your retirement plan is quietly draining your savings? In this episode, financial advisor Kelton Burgess shares his personal journey from estate attorney to founder of Cranberry Wealth, revealing the hidden fees and financial “toxins” that could be lurking in your investment accounts. From misleading management costs to the impact of Medicare premiums on Social Security COLA, Kelton breaks down the real risks retirees face—and how to spot them. Tune in for a candid conversation that blends Wall Street insight with Main Street sensibility.
Click here to schedule an appointment with Kelton and his team or call 724-766-8853.
Listen to Kelton every Saturday at 10:30 AM on WJAS.
See omnystudio.com/listener for privacy information.