The Retirement Redzone: Recent Episodes
Jason Bergey
When you’re in the retirement redzone, it’s time to get serious about your game plan. Jason Bergey of Pennsylvania Wealth Management has been helping people get to the goal line for more than 20 years. Jason credits his dad, pro football legend Bill Bergey, with passing down great financial lessons and a tough work ethic. And as a husband and father to 4 sons, he’s passing on those lessons to them as well. Have a question for Jason? Drop him an e-mail at www.retirementredzoneradio.com.
What do outdated annuities, forgotten 401(k)s, and a penny that costs two cents to make have in common? They all highlight how easy it is to overlook inefficiencies in your retirement plan. In this episode, Jason Bergey of Pennsylvania Wealth Management breaks down the hidden costs, mismatched investments, and legacy documents that could be quietly undermining your financial future. From misunderstood annuity guarantees to the real impact of where you retire, this episode is a wake-up call to revisit what you think you know about retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Many retirees are jumping head first into retirement only to find that they are getting "bore-out" and it's not quite what they signed up for. How does Jason Bergey help his client avoid the bore and get more out of retirement? Is there any validity to retirement test runs?
And no matter the time of year, tax season or not, taxes are always a thing. They play a part in every aspect of the retirement portfolio. Jason helps us with ways to minimize the effect of taxes.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey talks all things retirement and retirement planning. This week, the conversation focuses on the best times of year to retire and what factors can and will play a part in deciding that. Jason also talks about habits that Bill Gates has that have made him so successful. What are some good habits to create and follow when it comes to retirement planning? Tune in to find out!
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Drew Barrymore turned 50 this year. She's been acting since before she can remember, but now realizes that retirement could be in the near future. Jason Bergey has some things to think about for her and anyone else who is close to retirement. Or can't believe that retirement might actually be right around the corner!
Listen in for strategies and tidbits that you can implement to your retirement plan today, or get one started with Jason and Pennsylvania Wealth Management!
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Ken Griffey Jr. has recently been spotted at big time sporting events. But not as the all-star he once was or even a fan. He's now photographing the biggest moments in sports as a credentialed photographer as a hobby and second job in retirement.
Jason Bergey thinks this is a great idea and that retirees should have a hobby or job in retirement, only if it's not a necessity. The way to make sure you don't NEED a job in retirement is to make sure you have a retirement plan that works for you. Hear what Jason has to say and make sure you're ready for retirement and beyond!
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jeremy Lin has a fantastic story about his mom borrowing from her 401(k) to help fund his dreams as a basketball player. While Jason Bergey, wouldn't recommend that, he has some ideas of ways to avoid having to take from your retirement funds.
And with all of the noise surrounding Social Security and taxes, Jason sets the record straight when it comes to this hot button topic.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Many retirees are jumping head first into retirement only to find that they are getting "bore-out" and it's not quite what they signed up for. How does Jason Bergey help his client avoid the bore and get more out of retirement? Is there any validity to retirement test runs?
And no matter the time of year, tax season or not, taxes are always a thing. They play a part in every aspect of the retirement portfolio. Jason helps us with ways to minimize the effect of taxes.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey talks about everyone's least favorite part of retirement planning, fees. What should you be looking for when it comes to fees and are fees necessarily a bad thing? How does Starbucks tie into all of it? Find out on this week's episode of Retirement Red Zone.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses the news that the New York Yankees have relaxed their facial hair policy and will allow players to have beards. Obviously an outdated rule, it made the guys think if there might be some outdated rules in retirement that Jason still sees today. What are some and why should you avoid them?
And sometimes annuities get a bad rap. Why is that and how might you better look at annuities when it comes to your portfolio and retirement plan?
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
The astronauts who were stranded in space were not planning on being up there for as long as they were. Thankfully they had enough food and provisions to get them through. Jason Bergey knows retirement can last longer than you expect as well. What are some ways you can prepare for your retirement to last years past your original plans?
And when folks do retire, do they typically dive right in? Or do they ease their way in? Jason looks at the benefits of both and how proper planning is key to both.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Kenny Chesney is preparing to play in The Sphere in Las Vegas. With that comes new preparations and things to think about when playing in a different environment. Jason Bergey knows that retirement can be a whole new environment and that his clients need to adapt. How does he help them do that?
Plus, the Iditarod just wrapped up in Alaska. A course with a bunch of twists, turns and unexpected obstacles can take some serious navigating. Retirement is no different. Jason helps his clients and listeners know when to change course, stay straight or make corrections on the fly. He can help you too!
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason compares DOGE to cleaning out your retirement portfolio. Where can you save money and perhaps cut out waste when it comes to your assets?
And also, for those who will be retiring or are retired and don't have kids, what are some things to think about and implement into your plan?
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey got the chance to sit down with country music star Scotty Hasting. The two of them discuss what led to Scotty learning to play the guitar only a few years ago and how his message is for other veterans like himself. Jason and Scotty find a shared ground on overcoming adversity and giving back to others.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses the news that the New York Yankees have relaxed their facial hair policy and will allow players to have beards. Obviously an outdated rule, it made the guys think if there might be some outdated rules in retirement that Jason still sees today. What are some and why should you avoid them?
And sometimes annuities get a bad rap. Why is that and how might you better look at annuities when it comes to your portfolio and retirement plan?
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
This week, the conversation focuses on the best times of year to retire and what factors can and will play a part in deciding that. The guys also talk about habits that Bill Gates has that have made him so successful. What are some good habits to create and follow when it comes to retirement planning? Tune in to find out!
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey tackles the penalties that you should be looking out for in your retirement plan. Don't get a flag on the play, take a listen and make sure you're on track with your retirement!
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey runs through important age milestones for all retirees to know as they move into that chapter of their life. He also points out that different ages or goals will change depending on goals in retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses unexpected hiccups in your retirement plan. How should you handle those things? How can you avoid them? Jason answers all of that and more in this week's trip to the Red Zone.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey talks all things retirement planning. This week he focuses on dead and lazy money that might be plaguing your retirement plan. How can you battle this and what are some ways to avoid dead and lazy money altogether? Plus, learn the slight differences in the two, and a whole lot more.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey talks about everyone's least favorite part of retirement planning, fees. What should you be looking for when it comes to fees and are fees necessarily a bad thing? How does Starbucks tie into all of it? Find out on this week's episode of Retirement Red Zone.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
In this episode of the Retirement Red Zone, Jason Bergey discusses the importance of retirement planning, strategies for ensuring longevity in retirement, and the recent changes brought about by the Secure 2.0 Act. He emphasizes the need for clarity in financial advice and the significance of understanding one's retirement savings and income strategies. The conversation also touches on the benefits of automatic enrollment in 401ks and the importance of financial education for making informed decisions about retirement savings.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey tackles the penalties that you should be looking out for in your retirement plan. Don't get a flag on the play, take a listen and make sure you're on track with your retirement!
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses the intersection of retirement planning and enjoying life, using Jon Bon Jovi's reflections on aging and health as a backdrop. He emphasizes the importance of having a plan for retirement that includes not just financial aspects but also finding purpose and joy in life after work. The discussion covers the significance of maintaining relationships, engaging in hobbies, and budgeting for desired experiences in retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses the parallels between coaching and teaching, the importance of financial planning for retirement, and the significance of defining personal retirement goals. He emphasizes the need for proper estate planning and understanding the risks associated with retirement, including market volatility and debt management. The discussion highlights the importance of having multiple income streams and being proactive in financial planning to ensure a fulfilling retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
On this episode, Jason Bergey discusses the barriers to achieving the American Dream, particularly focusing on financial aspects such as retirement planning, tax efficiency, and social security. He emphasizes the importance of understanding financial documents and the need for effective communication between partners regarding finances. The discussion also highlights the complexities of the tax code and the necessity of seeking professional advice for retirement planning.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
In this episode of the Retirement Red Zone, Jason Bergey discusses the importance of retirement planning, strategies for ensuring longevity in retirement, and the recent changes brought about by the Secure 2.0 Act. He emphasizes the need for clarity in financial advice and the significance of understanding one's retirement savings and income strategies. The conversation also touches on the benefits of automatic enrollment in 401ks and the importance of financial education for making informed decisions about retirement savings.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses the financial lessons learned from Al Pacino's experience with losing money to a Ponzi scheme. Jason emphasizes the importance of choosing the right financial advisor, understanding fiduciary responsibilities, and the value of health savings accounts (HSAs) for retirement planning. The conversation highlights the need for financial literacy and proactive planning to ensure a secure retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
In this episode of Retirement Red Zone, Jason Bergey discusses the importance of legacy and estate planning, using the story of a Christmas tree in Rockefeller Center as a poignant example. He emphasizes the need for a well-structured estate plan to ensure family security and prevent disputes. The conversation shifts to the significance of understanding financial fees and the importance of maintaining a clean and efficient investment portfolio. Jason provides insights on how to achieve a balanced portfolio that aligns with retirement goals while ensuring that clients are aware of the fees they are paying.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses the fast-paced nature of football seasons, the importance of estate planning, and how to prepare financially for retirement. Jason emphasizes the need for clear communication regarding estate plans to avoid family disputes and highlights the significance of financial planning as one approaches retirement. The conversation also touches on Thanksgiving preparations and the evolving convenience of holiday meals.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses the importance of planning for retirement, emphasizing the need for a solid budget and income plan. He explains the intricacies of social security benefits and the potential pitfalls of delaying benefits. The conversation also touches on the significance of long-term care insurance and annuities, as well as the importance of tailoring retirement plans to individual needs and goals. The episode concludes with a reminder of the value of laughter and enjoying life in retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey and Kevin McAlpin discuss the financial lessons learned from Al Pacino's experience with losing money to a Ponzi scheme. Jason emphasizes the importance of choosing the right financial advisor, understanding fiduciary responsibilities, and the value of health savings accounts (HSAs) for retirement planning. The conversation highlights the need for financial literacy and proactive planning to ensure a secure retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey and Kevin McAlpin discuss the intersection of retirement planning and enjoying life, using Jon Bon Jovi's reflections on aging and health as a backdrop. He emphasizes the importance of having a plan for retirement that includes not just financial aspects but also finding purpose and joy in life after work. The discussion covers the significance of maintaining relationships, engaging in hobbies, and budgeting for desired experiences in retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey and Jerry Payne discuss unique experiences, particularly an interview with the band Lynyrd Skynyrd, and delve into the themes of teamwork, longevity, and the fears surrounding retirement. They explore how passion and respect contribute to lasting relationships, both in music and in retirement planning. The conversation highlights the importance of having a plan for retirement to avoid feelings of disconnection and to ensure a fulfilling life after work.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
The conversation discusses the recent market volatility and the importance of managing risk in retirement. It emphasizes the need to be cautious and not take unnecessary risks. The hosts also talk about the role of advisors in protecting clients' investments and providing peace of mind. They highlight the importance of reviewing and adjusting investment portfolios to adapt to changing market conditions. The conversation also touches on the upcoming election and its potential impact on the markets. Overall, the main theme is the need for careful financial planning and risk management in retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses the parallels between coaching and teaching, the importance of financial planning for retirement, and the significance of defining personal retirement goals. He emphasizes the need for proper estate planning and understanding the risks associated with retirement, including market volatility and debt management. The discussion highlights the importance of having multiple income streams and being proactive in financial planning to ensure a fulfilling retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason discusses the importance of having a purpose in retirement and how to fill your time. He emphasizes that retirement is not just about financial planning, but also about finding activities that bring joy and fulfillment. The conversation also touches on the topic of rolling over a 401k into an IRA and the benefits of doing so. Overall, the conversation highlights the need for careful consideration and planning when it comes to retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses the recent Fed rate cuts and the implications of inflation on retirement planning. He expresses concerns about the Fed's understanding of the current economic climate and emphasizes the importance of protecting retirement savings amidst uncertainty. The conversation highlights strategies for safe investments and the need for caution as the economy faces potential challenges.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey and Jerry Payne discuss unique experiences, particularly an interview with the band Lynyrd Skynyrd, and delve into the themes of teamwork, longevity, and the fears surrounding retirement. They explore how passion and respect contribute to lasting relationships, both in music and in retirement planning. The conversation highlights the importance of having a plan for retirement to avoid feelings of disconnection and to ensure a fulfilling life after work.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
This episode of the Retirement Red Zone podcast discusses the financial mistakes made by NFL players and the importance of making smart investments. It also touches on the potential stock market pullback before the election and the need to protect retirement savings. The main takeaways include the importance of surrounding oneself with good people, making wise investments, and being cautious with market volatility. The episode emphasizes the need for a conservative approach to retirement planning and the significance of securing one's financial future.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey and Jerry Payne discuss various topics including running with the bulls in Spain, fishing, changing financial advisors, and retirement planning. They also address the misconception that retiring at 62 is always the best option and highlight the importance of considering factors like healthcare costs and longevity. Jason emphasizes the need for personalized financial planning and ensuring a secure retirement. The conversation ends with a reminder to stay informed and engaged as citizens of the United States.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason discusses the importance of having a purpose in retirement and how to fill your time. He emphasizes that retirement is not just about financial planning, but also about finding activities that bring joy and fulfillment. The conversation also touches on the topic of rolling over a 401k into an IRA and the benefits of doing so. Overall, the conversation highlights the need for careful consideration and planning when it comes to retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses the importance of financial freedom in retirement and the need for a solid retirement plan. He emphasizes the value of having a trusted advisor who is accessible to clients. The conversation also touches on the potential elimination of pre-tax contributions to retirement savings and explores alternative options for saving for retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
The conversation discusses the recent market volatility and the importance of managing risk in retirement. It emphasizes the need to be cautious and not take unnecessary risks. The hosts also talk about the role of advisors in protecting clients' investments and providing peace of mind. They highlight the importance of reviewing and adjusting investment portfolios to adapt to changing market conditions. The conversation also touches on the upcoming election and its potential impact on the markets. Overall, the main theme is the need for careful financial planning and risk management in retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
This episode of the Retirement Red Zone podcast discusses the financial mistakes made by NFL players and the importance of making smart investments. It also touches on the potential stock market pullback before the election and the need to protect retirement savings. The main takeaways include the importance of surrounding oneself with good people, making wise investments, and being cautious with market volatility. The episode emphasizes the need for a conservative approach to retirement planning and the significance of securing one's financial future.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey and Jerry Payne discuss various topics including running with the bulls in Spain, fishing, changing financial advisors, and retirement planning. They also address the misconception that retiring at 62 is always the best option and highlight the importance of considering factors like healthcare costs and longevity. Jason emphasizes the need for personalized financial planning and ensuring a secure retirement. The conversation ends with a reminder to stay informed and engaged as citizens of the United States.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
In this episode, Jason Bergey discusses the potential impact of rate hikes on the economy and the politicization of the Federal Reserve. He also explores the benefits of locking in guaranteed rates for retirement savings and strategies to minimize taxes on required minimum distributions. The conversation highlights the importance of financial planning and explores options such as Roth conversions and life insurance contracts.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
In this episode of the Retirement Red Zone podcast, Jason Bergey discusses various financial topics related to retirement. He addresses the misconception that cash is a bad investment and highlights the benefits of short-term CDs and fixed annuities. He also explains the impact of interest rates on bonds and the potential effects of tax hikes on the economy. The importance of having a retirement plan and creating a sustainable income stream is emphasized. The episode concludes with a reminder to thank veterans and a message of gratitude.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
In this episode of Retirement Red Zone Radio, Jason Bergey from Pennsylvania Wealth Management discusses the topic of taxes and the importance of having a tax plan in retirement. He highlights Warren Buffett's comments on taxes and the disparity in tax payments between the top 1% and the rest of the population. Jason also mentions the potential tax increases under the Biden administration and the concern over taxing unrealized capital gains. The conversation then shifts to the importance of seeking professional help for retirement planning and the risks of DIY investing. Jason emphasizes the need for a comprehensive retirement plan that includes income planning, investment planning, and tax planning.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey discusses the importance of financial freedom in retirement and the need for a solid retirement plan. He emphasizes the value of having a trusted advisor who is accessible to clients. The conversation also touches on the potential elimination of pre-tax contributions to retirement savings and explores alternative options for saving for retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey of Pennsylvania Wealth Management discusses the importance of a mid-year financial checkup and offers tips on what to review. He emphasizes the need to assess contributions, withholding, asset allocation, and estate planning. Jason also addresses concerns about a potential stock market bubble and suggests ways to protect investments. He highlights the value of working with a financial professional and offers resources for scheduling a meeting. The episode concludes with a reminder to prioritize retirement planning and a message of gratitude and well wishes.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
In this episode, Jason Bergey discusses the potential impact of rate hikes on the economy and the politicization of the Federal Reserve. He also explores the benefits of locking in guaranteed rates for retirement savings and strategies to minimize taxes on required minimum distributions. The conversation highlights the importance of financial planning and explores options such as Roth conversions and life insurance contracts.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
In this episode of Retirement Red Zone Radio, Jason Bergey discusses the importance of avoiding financial mistakes in retirement. He compares retirement planning to avoiding blown calls in sports and emphasizes the need for careful consideration of long-term care, investment strategies, and social security claiming. He also highlights the significance of having a well-diversified portfolio and a solid estate plan. The episode concludes with a discussion on the advantages of early retirement planning and the importance of making smart money moves.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Jason Bergey covers a range of financial topics, including stock market performance, retirement planning, annuities, estate planning, and the impact of higher interest rates. Jason, along with Jerry Payne, provide insights and advice on these subjects, addressing concerns about the economy, market volatility, and financial security in retirement.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
In this episode of the Retirement Red Zone podcast, Jason Bergey discusses various financial topics related to retirement. He addresses the misconception that cash is a bad investment and highlights the benefits of short-term CDs and fixed annuities. He also explains the impact of interest rates on bonds and the potential effects of tax hikes on the economy. The importance of having a retirement plan and creating a sustainable income stream is emphasized. The episode concludes with a reminder to thank veterans and a message of gratitude.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
In this episode of Retirement Red Zone Radio, Jason Bergey from Pennsylvania Wealth Management discusses the topic of taxes and the importance of having a tax plan in retirement. He highlights Warren Buffett's comments on taxes and the disparity in tax payments between the top 1% and the rest of the population. Jason also mentions the potential tax increases under the Biden administration and the concern over taxing unrealized capital gains. The conversation then shifts to the importance of seeking professional help for retirement planning and the risks of DIY investing. Jason emphasizes the need for a comprehensive retirement plan that includes income planning, investment planning, and tax planning.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Based on a Tom Hanks sound bite, Jason and Jerry discuss retirement planning and the importance of time in financial planning. They emphasize the need for a solid retirement plan and budget, as well as the right timing to start planning. They also touch on the role of a financial advisor and the importance of finding one who is a fiduciary and offers a range of options.
Ready to connect with Jason? Visit The Retirement Red Zone today!
See omnystudio.com/listener for privacy information.
Americans have a negative reaction to the word 'budget' and often avoid knowing where their money goes. However, a budget is essential for a successful retirement. A recent poll found that 70% of Americans believe a budget would help them, but 40% admit to never having one. A spending plan is a better term for a budget. It is important to be honest about spending habits and prioritize needs and wants. Savers may need encouragement to spend their hard-earned money in retirement. Gold as an investment can be risky, and physical gold may be difficult to sell. An ETF could be a better option for investing in gold.
See omnystudio.com/listener for privacy information.
How does an election year affect the market? Jason Bergey discusses the financial changes you most commonly see during an election year and the role it plays on your retirement plan. He also talks about what percentage of your savings you should be able to spend in retirement and not be worried.
See omnystudio.com/listener for privacy information.
Comedian Ron White is coming out of retirement and jokes that it may be because of his tax plan. Jason Bergey discusses why it's important to have a complete retirement plan that includes tax. He also talks about Philadelphia Eagle's Center, Jason Kelce, and his potential transition into retirement.
See omnystudio.com/listener for privacy information.
What alternative options do you have right now to take advantage of high interest rates in your retirement plan? Jason Bergey discusses how to utilize the tools available to you and your portfolio. He also talks about what should come with financial warning label and what a snow day looks like in retirement.
See omnystudio.com/listener for privacy information.
Is being lucky just gambling with your retirement savings? Jason Bergey discusses the tools that you can utilize when it comes to retirement. He also talks about creating mailbox money!
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How will the 2024 election affect retirees? Jason Bergey discuss how the upcoming presidential election could affect your finances in retirement. He also talks about the fees hiding in your 401(K).
See omnystudio.com/listener for privacy information.
Do you know which financial boxes you haven't checked before the end of the year? Why is that even important? Jason Bergey breaks down why you need to start future planning now before it's 2024. He also talks about who you should and should not ask for financial advice.
See omnystudio.com/listener for privacy information.
What can war do to the market? Jason Bergey talks about the current conflicts overseas and wars have traditionally affected portfolios in the past. He also discusses the pros and cons to being in cash right now and a list of the villains who can wreck your retirement.
See omnystudio.com/listener for privacy information.
How can a war affect your retirement? Jason Bergey discusses the current political climate in the world and how it can play a role in your portfolio. He also discusses what you should do with a 401(K) from a previous employer, as well as what you should be doing now for higher taxes in the future.
See omnystudio.com/listener for privacy information.
What is the best gift you can give yourself in retirement? Jason Bergey discusses the importance of creating confidence in your portfolio. He also talks about why DIY'ing your taxes could cost you more and if we will see a reduction in social security next year.
See omnystudio.com/listener for privacy information.
Should you payoff your mortgage before retirement? Jason Bergey discusses the pro's and con's to eliminating a your house payment before retirement. He also discusses the current state of Wall Street and if you should proceed with caution or not.
See omnystudio.com/listener for privacy information.
What is the most common age to collect social security? Is it also the best age? Jason Bergey discusses how to build a personal plan for every account in your portfolio. He also talks about the potential for volatility in the market and the type of relationship you should have with your advisor.
See omnystudio.com/listener for privacy information.
Why are baby boomers retiring with less money? Jason Bergey discusses a new study that shows more people retiring with less money in their pocket. He also talks about schools implementing financial education into the curriculum and the effects it will have on their future.
Much like with time and technology things become outdated, and the same can be true with your portfolio. Although how would you know? Jason Bergey discusses the steps you should take to get a checkup on your finances and why using a professional can help. He also the importance of having an updated estate plan and how your loved ones can benefit from it.
What is the biggest expense retirees underestimate? Jason Bergey discusses what you need to prepare for in retirement both mentally and financially. He also talks about what you should do now so that you can retire on your own terms and a Hollywood icon is leaving the workforce.
When will you be able to walk away from the workforce and call it a day? Is there a set number you need in your account to be able to do so? Jason Bergey discusses the signs you should be looking for to make sure your portfolio is on track. He also shares some financial Father's Day tips from his dad and the legacy he wants to pass on to his children.
Should you follow your morals when you're investing in a stock? Jason Bergey discusses how you can alter your plan to take less risk in the market when it comes to news headlines. He also talks about adjusting your portfolio to get in front of a recession.
Is social security going away? Jason Bergey discusses the future of the program and how you can prepare yourself now for changes down the road. He also talks about moves you can make today if the age for required minimum distributions continues to rise.
What is the secret ingredient to upgrade your retirement? Jason Bergey discusses the explosive elements you need to watch out for in your portfolio. He also discusses the margarita inflation index and Philadelphia Eagles Quarterback Jalen Hurts shares tips on how to save.
What do you need to be looking out for as you head into retirement? Jason Bergey breaks down what he sees in failed retirement plans. He also discusses the rules you should know about Roth IRA conversions and the kind of legacy you should want to leave.
How can your retirement stay fresher than a Twinkie? Jason Bergey discusses the ways to avoid misinformation when creating a retirement plan, how much money you should pull from your retirement account each month, and what got him into the financial advising industry.
What caused the Silicon Valley Bank to collapse and what does the ripple effect look like? Jason Bergey discusses the importance of becoming financially confident now and managing risk in your portfolio, He also talks about if we will see a market pullback later this year and FOMO over fixed income products.
What is the biggest fear in retirement? Jason Bergey discusses why it's important to stay up to date on tax laws. He also talks planning for future inflation and has tipping gotten out of control?
Can artificial intelligence create a retirement plan? Jason Bergey breaks down what AI is missing and the benefits to meeting with a real person. He also discusses the upcoming Super Bowl and sits down with his dad and Eagles Hall of Fame Linebacker Bill Bergey to discuss the big game.
Can artificial intelligence create a retirement plan? Jason Bergey breaks down what AI is missing and the benefits to meeting with a real person. He also discusses the upcoming Super Bowl and sits down with his dad and Eagles Hall of Fame Linebacker Bill Bergey to discuss the big game.
How long should an initial meeting with an advisor last? Jason Bergey discusses this, as well as, the best states to retire in and if you should have gold in your portfolio. Then he welcomes on Philadelphia Eagles Hall of Famer Bill Bergey to discuss the Eagles chances of bringing home the big win!
Is a 60/40 portfolio going to make a comeback? Jason Bergey discusses a famous Wayne Gretzky quote and compares it to creating a retirement plan. He also breaks down the 5 questions you should ask your financial advisor.
How long will it take for inflation to come back down? Jason Bergey discusses this topic, as well as, tips from Warren Buffett and checking items off of your retirement bucket list.
Jason Bergey discusses ways to make your money work for you outside of just a 401(k). He also talks about changes for the worse in the financial world, how often should you check your accounts, and what is a legacy plan?
Are you ready to retire now or are you able to retire now? Jason Bergey discusses how to answer these questions and how to create an income plan for the future. He also talks about the best decade of your life and what financial advice he wishes he had then.
Is the deepest part of the recession ahead of us? Jason Bergey discusses this and why putting your portfolio on autopilot may be putting you at risk.
Are you creating an income stream to combat market volatility? Jason Bergey discusses Social Security cost of living adjustment and creating a plan for what to do in retirement. He also discusses competition fishermen who got caught red handed.
Jason Bergey discusses what you might be missing in your 401(k). He also talks about the outdated rules for retirement, continuing to work in retirement, and have we seen the end of interest rate hikes?
Jason Bergey discusses the importance of protecting your portfolio so the market won't ruin your retirement. He also talks about maximizing your plan to avoid a tax hit, out of the box thinking, and getting tackled by your mom.
Jason Bergey discusses the importance of de-risking your portfolio as the number of 401(k) millionaires drops. He also talks about waiting until the market comes back and former Pro Football Hall of Famer Warren Moon's transition into retirement.
Jason Bergey discusses the Inflation reduction Act and how it might affect your pocket. He also talks about what moves you can make now to set yourself up for lower taxes in the future and why is the IRS adding tens of thousands of new agents?
Jason Bergey discusses active vs. passive responsibility when it comes to planning a retirement with your significant other. He also talks about if it's smart to wait to collect Social Security and what should you do if you come into a large sum of money.
Jason Bergey discusses the pro's and con's of annuities. He also talks about how you can lower your taxes in retirement, tuning out the noise of the media, and one celebrity's son who doesn't want to rely on his fathers fortune to be financially independent.
Jason Bergey discusses the importance of adjusting your financial plan to evolve with a changing world. He also talks about how long it will take to break even with social security and the new trend known as "having a boommate."
Jason Bergey discusses what history can show us about a bear market. He also talks about the benefits of being financially literate and the amount of income needed for retirement.
Jason Bergey discusses the steps you can make now to minimize the impact of a recession on your retirement. He also talks about the difference between a retirement coach vs. caddy and a well-known NFL player is hanging up his cleats...again.
Jason Bergey discusses the challenges retirees are facing right now. He also talks about the right time to take social security, fear of retiring, and how to become more tax efficient.
Jason Bergey discusses what predictions we should be listening to when it comes to your financial futures. He also talks about what you should do if you come into a large sum of money and the financial advise he received from his Dad, as well as what he's passing on to his kids.
Jason Bergey discusses the options you have when creating a retirement plan today. He also talks about inflation affecting your summer plans and if you should have gold in portfolio.
Jason Bergey discusses the hardest part about retirement and you might be surprised by his answer. He also talks about how you can learn more about your advisor and if it's possible to retire during a market pullback.
Jason Bergey discusses creating a retirement plan with actor and comedian Bill Murray. He also talks about the maximizing your social security, putting digital assets in your retirement plan, and avoiding financial regrets.
Jason Bergey discusses the benefits of having a real person advisor as opposed to a robo advisor. He also talk's about the financial strain that can be created from keeping up with the Joneses.
Jason Bergey discusses speculation on a market pullback. He also talks about creating your retirement number and things you thought meant someone was rich when you were a kid.
Jason Bergey discusses hidden fee's you might not know about in your portfolio. He also talks about annuities and if it's right for you, as well as if there's an age where you should start investing.
Jason Bergey discusses the advantages of using a real human advisor instead of a robo advisor. He also talks about avoiding a boomerang retirement, not letting your 401(k) take a nap, and tax scams.
Jason Bergey discusses easing your way into retirement instead of just flipping the switch. He also talks about collecting antiques and why it rarely seems to pay off in the long run, as well as investing outside of your retirement plan.
Jason Bergey discusses record high gas prices and the state of inflation. He also talks about delaying your divorce, moving your money in the market, and what questions you should be asking your advisor.
Jason Bergey discusses how inflation could affect your retirement plans. He also talks about the roll an annuity can play when a market correction occurs, as well as how his dad, former Philadelphia Eagles linebacker Bill Bergey, decided to retire from the NFL after playing in the Super Bowl.
Jason Bergey discusses the importance of protecting your portfolio. He also talks about a former NFL quarterback and late night talk show hosts outlook on retirement, as well as changes that could affect your plans.
Jason Bergey discusses why Americans over the age of 50 are paying a majority of the nations taxes. He also talks about which points couples should focus on when creating a retirement plan together.
Jason Bergey discusses being able to withstand the current inflation. He also talks about retirement risks and the phrases you need to remove from your financial future vocabulary.
Jason Bergey talks the concerns of playing the stock market. He also discusses if a major market sell off is around the corner, adjusting your life to match inflation, and where is the most popular place to hide presents in your portfolio.
Jason Bergey discusses how he is helping retirees combat inflation and manage risk in their investments. Plus, how millennials are approaching the investment world and we hear from Philadelphia Eagles' quarterback Jalen Hurts about his philosophy on saving money for the future.
Jason Bergey discusses some end of year moves that could potentially reduce your tax burden in 2022 and beyond. Plus, have you considered retiring early due to effects of the pandemic? Find out how to know if you're ready for retirement.
Jason Bergey describes how he helps his clients find confidence in their spending plans for retirement. Many people are afraid to spend from their savings, but as the old saying goes, "You can't take it with you." Find out what Jason has to say on this week's episode!
Jason Bergey talk's about creating a strategy for dips in the market. He also talks about how you can maximize your dollar in retirement.
Jason Bergey discusses the most common fears of retirees, according to a recent Kiplinger survey. Plus, how taxes become the highest expense for retirees and the possibility of the IRS monitoring your bank accounts.
Jason Bergey discusses some examples of clients who have relocated in retirement and what to consider if you're thinking about doing the same. Plus, find out which celebrity is celebrating his 90th year on Earth by going to outer space!
Jason Bergey reacts to a rocky week in the stock market and talks about how he helps his clients find strategies that work for their specific situation. Plus, Bill Murray's favorite piece of financial advice and Jason shares some of his favorite advice from his father.
Jason Bergey discusses fess in retirement accounts that you may not be aware of. Plus, after a record number of record highs, are we in for a 10-20 percent correction in the market?
Jason Bergey discusses why it's a good idea to look at your investments with a skeptical eye right now. Plus, how grandparents can effectively transfer wealth to their heirs and we remember the events of September 11th, 2001.
Jason Bergey discusses the approach to optimizing your taxes for your retirement years. Plus, find out what popular cookout food could be shaving time off your lifespan.
Jason Bergey reacts to a recent story out of Baltimore about firefighters and police having their pension benefits delayed by 5 years. What could this mean for you if you have a pension? Plus, why Roth conversions might not always be the best idea.
Jason Bergey discusses a few things to be preparing for on this week's podcast. Inflation, increasing taxes, and why now is a critical time to reassess your portfolio's allocation.
Jason Bergey talks about the power of regularly rebalancing your portfolio. How often should it be done? Can target date funds compare to working one-on-one with an advisor?
Jason Bergey discusses how to properly establish and keep an emergency fund. Plus, tips on generating income and what can happen if we see a market correction as you approach your retirement years.
Jason Bergey discusses how the timing of your withdrawals from different types of accounts can have a huge impact on your taxation and how long your money will last. Plus, ways to relieve the stress of financial concerns so you can focus on what really matters.
Jason Bergey discusses his favorite part of his job - helping people live out their dreams in retirement. Plus, why it's more complicated for small business owners to retire.
Jason Bergey discusses how he helps people find the amount of money they need to retire comfortably. Plus, how many Americans have a secret account they are hiding from their spouses?
Jason Bergey discusses the effect that longer lifespans have on financial planning. Plus, the critical value of working with a professional instead of trying to do it all yourself.
Jason Bergey shares a story about a client who hid her cash in her home. What are some better options than burying gold in your backyard? Plus, what should you be aware of in the last year of your career?
Jason Bergey addresses the latest hot topic that is on everyone's mind - Inflation. What can we do to prepare for higher costs of goods and services, and how does Jason build that into plans for the people he works with?
Jason Bergey discusses how to build in a raise for yourself in retirement. Learn how to protect yourself from the rising cost of goods and services by taking the Replace My Paycheck Challenge today!
Jason Bergey discusses some new tax proposals targeting financial transactions and how it will effect those who are saving for retirement. Plus, the popularity of Jason's recent Replace Your Paycheck challenge and the upcoming Retirement Red Zone workshop.
Jason Bergey describes how he helps people maintain their standard of living in retirement. Plus, more changes in how inherited IRAs are taxed from the IRS.
Jason Bergey discusses some of the fears that people have about retirement and how he helps his clients gain confidence as they make the change from growing their savings to spending their savings.
Jason Bergey points out some of the important steps that might be overlooked if you're trying to plan your retirement on your own. Plus, what financial lessons are you passing to your children?
Jason Bergey discusses strategies to avoid higher taxation in the future. What effect will inflation and ongoing stimulus have on the way the government taxes your retirement accounts? Plus, some of the scams that are continuing to target seniors.
Jason Bergey explains how impactful tax planning for the future can be. Don't get caught off guard by potentially higher tax rates in the future. Also, find out how to build in a plan for rising inflation.
Jason Bergey discusses how to protect your financial future against inflation and higher taxes. Plus, how Jason uncovers the fees that are often overlooked in retirement accounts.
Jason Bergey discusses how the stimulus payments from last year will effect your taxes. Plus, the "broccoli" of retirement planning.
Jason Bergey talks about some of the most common questions that have come up at his recent tax and planning workshop and how to register for his upcoming dates. Plus, he discusses why it's important to work as a team with your spouse as the government begins to implement higher tax rates.
On this week's show, Jason's father and legendary NFL linebacker, Bill Bergey, joins Jason to discuss what it was like to play in the Big Game, the current status of the Philadelphia Eagles, and to share some fatherly financial wisdom.
Jason Bergey explains the "Big Picture" approach he uses when it comes to helping people plan for their retirement years. Plus, information on Jason's upcoming Tax and Planning seminars in February at Visaggio's in Enola.
Jason Bergey talks about the unpredictability of the market and how to protect your life savings from uncertainty. Plus, a personal story from one of Jason's friends who lost their password to their Bitcoin.
Jason Bergey explains how he helps his clients identify unnecessary risk in their portfolios on their journey to and through retirement. Plus, how to prepare for the possibility of rising inflation rates.
Jason Bergey explains hidden fees in 401(k)s and shares some success stories from clients who have checked off all the items on their bucket list.
Jason Bergey discusses the truth about annuities and creating income in retirement. Plus, some fun stories about family heirlooms and collections, including a $156,000 video game!
Are you tired of seeing the rich and famous benefit from the tax code while you seem to be paying more every year? Jason Bergey explains the importance of working with a financial professional who can help you use the system instead of having the system use you.
We all usually wonder if we’ve saved enough for retirement, but that starts with understanding just how many years we’ll need to provide our own paycheck. This week, Jason breaks down how long you might want to plan for, plus we’ll discuss what to consider if 2020 has you thinking about retiring earlier than you expected. Have a question? Drop Jason an e-mail atwww.retirementredzoneradio.com.
Most of us are fed up with 2020, but before the year ends, there are a few things you can do to improve your retirement prospects. Jason discusses that, plus why it might be a good idea to unplug over the Thanksgiving holiday and focus on the things that matter. Have a question about your retirement? Drop Jason an e-mail at www.retirementredzoneradio.com.
A new poll shows people from both major political parties are concerned about how the outcome of the election will affect them financially. This week, Jason discusses the moves to consider if you share those concerns. Plus, we’ll have a little fun as Jason admits the weirdest job he’s ever had – and it’s VERY weird. Have a question for us? Drop Jason an e-mail at www.retirementredzoneradio.com.
Take a break from the political talk this week for some inspiration from retired football star Tim Tebow. Despite his multi-faceted career in football, baseball and broadcasting, he’s found another purpose in life. What’s yours? Jason discusses that, and the difference between investment-based planning versus goals-based planning for retirement. Schedule your year-end retirement review at www.retirementredzoneradio.com.
It’s decision time! There’s a lot of uncertainty about what happens after the election, but Jason breaks down what could happen to the market & taxes, depending on the outcome. Plus, we’ll explain the difference between the millionaires in Congress & the everyday millionaires that Jason works with. There’s still time to make some changes in 2020! Schedule your year-end retirement review at www.retirementredzoneradio.com.
Taxes are in the spotlight as we head toward election day. Rapper 50 Cent says he doesn’t want to become “20 Cent” under Democrat Joe Biden’s tax proposals, and he’s not the only one worried about it! This week, Jason discusses the tax moves you might want to consider before 2020 comes to a close. Schedule your year-end retirement review at www.retirementredzoneradio.com.
There’s a lot of opportunity for saving money – even during a financial crisis. This week, Jason discusses why it might make sense to take advantage of historically low tax rates while you still can in 2020. Plus, he’ll explain how retirees & near-retirees may also benefit from low interest rates by refinancing their homes. Schedule your year-end retirement review at www.retirementredzoneradio.com.
The President’s tax records are under scrutiny, but USA Today says it’s also causing some of us to question what we’re doing wrong with our own taxes. Jason breaks down what the media’s getting wrong about Trump’s taxes, and how the same tax code can benefit retirement savers too. Get started on your own personal tax map with Jason by signing up for a complimentary review at www.retirementredzoneradio.com.
We didn’t get much substance in the Presidential debate, but we do know what the candidates have proposed when it comes to taxes. This week, Jason breaks down one particular proposal from Joe Biden that could affect the tax breaks on your 401(k). Plus, why you might want to update your estate plan before the November election. Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.
Wondering how the election might affect Wall Street? This week, hear one market historian’s take. Jason also gives his thoughts on the impact of a Biden or Trump win. Plus, the pandemic may have people thinking about retiring earlier – but what do you need to consider before pulling the trigger? Start on your retirement game plan at www.retirementredzoneradio.com.
By now, most of us have had enough of 2020, but one analyst says next year could be one of the best economic years in U.S. history. So how can we position ourselves for a better 2021, especially with an election coming up? Jason discusses that on this week’s episode. Have a question about how your retirement prospects have changed this year? Drop Jason an e-mail at www.retirementredzoneradio.com.
Football may look a lot different this year, but we’re glad it’s back! Listen this week as retired pro football hall-of-famer Michael Irvin explains what inspired his strong work ethic. Plus, Jason describes why his dad – legendary Eagles linebacker Bill Bergey – had to hitchhike his way to a successful football career. Ready to protect your years of hard work? Get started on a retirement game plan at www.retirementredzoneradio.com.
You won’t believe the latest tax proposal coming from California Democrats. Their new wealth tax would follow residents – even if they move out of state! Jason discusses why it’s more important than ever to protect yourself from whatever tax proposals our politicians come up with next. Plus, why states may put pension funding on the backburner due to the pandemic. Have a question about taxes or your pension? Drop Jason an e-mail at www.retirementredzoneradio.com.
Yes, 2020’s been a weird year…and there’s more weirdness ahead with the November election and the possibility of more layoffs starting in October. Jason explains how to prepare yourself financially for what’s ahead. Plus, we’ll explain the difference between being rich and being wealthy. Have a question or concern you need to address? Drop Jason an e-mail at www.retirementredzoneradio.com.
Jason’s back from the perfect social distancing vacation in Alaska! We’ll hear about his time in the great outdoors. Plus, Fidelity’s out with some new health care estimates for retired couples. Warning: the price tag is hefty! And we’ll hear about the unique way that NFL rookie Joe Burrow plans to spend & save his football income. Jason discusses how you can set up a similar strategy with your retirement income. Have a question about your retirement? Contact us at www.retirementredzoneradio.com.
The headlines are negative right now, and retirement confidence is down…but don’t let that stop you from getting answers about your future. This week, Jason discusses how to address your concerns head-on, and why you may want to do a little dreaming about retirement! Have a question for Jason? Contact us at www.retirementredzoneradio.com.
Listen to the talking heads on the financial networks and you’ll hear all kinds of doom-and-gloom predictions about what’s ahead on Wall Street…but Jason says there’s a way to help protect your portfolio no matter what the market does next. Plus, how much of a bite will health care take out of your retirement budget? Have a question for Jason? Contact us at www.retirementredzoneradio.com.
State and local governments are hurting during the pandemic, so what does that mean for the future of your taxes and pension? Jason discusses the long-term effects and how you can help protect your personal economy. Plus, a new study says the average person now forgets what day it is at least 5 times per week! Jason discusses why that can also be the case for retirees, and how to plan for all that free time when you stop working. Have a question you’d like us to address on the podcast? Contact us at www.retirementredzoneradio.com.
Every single July, retired baseball star Bobby Bonilla receives a paycheck for more than $1 million from the New York Mets! This week, Jason discusses how you can set up a Bonilla-style income plan for your retirement. Plus, we celebrate the retirement of Pennsylvania Wealth Management’s own Nancy Baker. Have a question for Jason? Contact us at www.retirementredzoneradio.com.
When it comes to retirement fears, one of the big ones for retirees is not having enough money to cover basic expenses. But a goodretirement plan should cover more than that. Jason discusses how to build that kind of retirement game plan. Plus, is there an alternative to stocks when interest rates are this low? Drop us an e-mail with your questions for Jason at www.retirementredzoneradio.com.
Let’s face it…2020 is turning out to be a challenging year on many levels. But right now may be an opportunity to revisit your financial goals and find out if you’re still on track. Plus, Jason explains some of the crazy tax deductions people claim – that actually work! But here’s the good news…you don’t necessarily need those crazy deductions to save money in retirement. Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.
There’s no doubt that these are tough times for many Americans who are dealing with the economic fallout from the coronavirus pandemic, but Jason can’t believe what’s in the latest stimulus spending bill in Washington. Plus, which numbers should you be checking right now to track your retirement progress? Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.
When casinos closed and sports betting came to a halt during the coronavirus crisis, day trading of stocks went up! Does that mean investing in the market is just like gambling? Jason gives his take. Plus, what steps should you consider if you were on the verge of retirement before this crisis began? If there’s a question Jason can help you with, drop us an e-mail at www.retirementredzoneradio.com.
Could the current financial crisis & stimulus spending change capitalism and taxes forever? Jason discusses that this week, plus what to do if your company stops matching your 401(k) contributions. Have a question? Connect with Jason online at www.retirementredzoneradio.com.
Since you’re isolated at home and maybe watching a little more financial news, you probably have questions about your money. Jason addresses some of those questions this week. Plus, Rob Gronkowski is coming out of retirement to rejoin Tom Brady in Tampa! Do other new retirees get the itch to get back in the game? Send us your questions…connect with Jason online at www.retirementredzoneradio.com.
Quarantine life in the Bergey household includes making fun bets. Find out which Bergey ended up on the losing end this week. More quality time with our spouses might lead to interesting conversations about risk. Plus, what do you regret not doing with your money before the financial crisis began? And a weird, wacky 2020 continues with Eagles legend Bill Bergey surviving a tornado in Florida. Jason shares the story of how his dad (hilariously!) protected himself during the storm. Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.
It’s been 50 years since the Apollo 13 near disaster, which NASA managed to survive. Today, we’re trying to survive another near disaster with the economy. But how can we turn things around? Jason discusses that, plus the importance of saving for emergencies. Have a question? Drop Jason an e-mail at www.retirementredzoneradio.com.
Wall Street tumbled fast in response to the coronavirus, but how long will retirement savers have to wait for the economy to bounce back? Jason discusses that this week, plus the impact of the stimulus package on Social Security recipients. Have a question about how the stimulus affects you? Drop Jason an e-mail at www.retirementredzoneradio.com.
Your 401(k) and other investments might’ve taken a hit during the recent coronavirus sell-off on Wall Street…so is now a good time to think about rebalancing? Jason discusses that, plus the advantages of tactical management in a volatile market. Have a question about your retirement strategy at a time like this? Drop Jason an e-mail at www.retirementredzoneradio.com.
These last few weeks have changed just about everything in our daily lives. This week, Jason discusses how the coronavirus crisis is affecting workers, our taxes and how he’s doing business too. Remember, you can reach out to us from the comfort of your home! Drop us an e-mail at www.retirementredzoneradio.com.
Watching your retirement account balance shrink over these last few weeks might make you feel like you did in 2008, but Jason says this crisis is very different than the Great Recession. Plus, if you’re spending some extra time at home right now, you might want to take some time to spring clean your investments! Have a question you’d like us to address on the podcast? Drop us an e-mail at www.retirementredzoneradio.com.
Jason explains why you can’t believe everything you hear from your family, friends & co-workers about financial advice. Plus, actor Ricardo Montalban explains how his Chrysler Cordoba commercials led to the role of a lifetime for him in “Fantasy Island.” And you have to hear the story of the big green Chrysler Cordoba that Jason’s dad, Bill Bergey, never wanted to drive! Have a question you’d like us to address on the podcast? Drop us an e-mail at www.retirementredzoneradio.com.
It looks like helping people plan for retirement might become a family tradition at Pennsylvania Wealth Management. This week, Jason’s joined by his teenage son, Caden, who plans to follow in his father’s footsteps as a financial advisor. They discuss New Year’s resolutions, the importance of tax planning in an election year and getting started on a retirement game plan in 2020. Drop us an e-mail with your questions for Jason at www.retirementredzoneradio.com.
One of the talking heads on CNBC thinks the market may be overvalued, calling it a “market melt-up.” But Jason calls b.s. on his comments, and explains the latest market trends. Plus, Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.
The talking heads on the financial networks seem obsessed with the idea that the next recession is coming soon. This week, Jason gives his take, along with some tips on preparing your retirement portfolio for that next downturn. Plus, you won’t believe how much Moms & Dads are paying to help their adult children these days! Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.
When he’s not helping people with retirement, Jason’s out on the farm. And this week...his worlds collide as we discuss how to produce more eggs in retirement, without eating the chicken! Plus, after a crazy few weeks on Wall Street, Jason discusses how often we should be checking up on our accounts. Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.
Sometimes the hardest part of getting a retirement game plan together is just getting started. This week, get to know Jason and his approach and some of the basic plays to help you get started so you can win the retirement game!