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. 

See omnystudio.com/listener for privacy information.

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. 

See omnystudio.com/listener for privacy information.

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. 

See omnystudio.com/listener for privacy information.

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. 

See omnystudio.com/listener for privacy information.

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.

See omnystudio.com/listener for privacy information.

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.

See omnystudio.com/listener for privacy information.

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!

See omnystudio.com/listener for privacy information.

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. 

See omnystudio.com/listener for privacy information.

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.

See omnystudio.com/listener for privacy information.

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!

See omnystudio.com/listener for privacy information.