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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.
By Jason BergeyMany 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.