The Retirement Redzone

Like Father, Like Son


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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.

 

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The Retirement RedzoneBy Jason Bergey