The Retirement Redzone

Is Your Portfolio a Haunted House of Clutter?


Listen Later

Is your retirement plan cluttered with accounts, investments, and spreadsheets—while you chase a “magic number” that may not even matter? This episode of Retirement Red Zone with Jason Berge reveals why most retirees don’t hit the million-dollar mark, yet still find satisfaction in retirement. Learn how simplifying your portfolio, focusing on your unique needs, and building a written plan can help you retire on your terms. Discover why debt reduction, realistic budgeting, and ignoring clickbait headlines are key to a confident financial future.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

...more
View all episodesView all episodes
Download on the App Store

The Retirement RedzoneBy Jason Bergey