Why Wall Street Alone Isn’t the Whole Answer

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.See omnystudio.com/listener for privacy information.