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.