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When you’re in the retirement redzone, it’s time to get serious about your game plan. Jason Bergey of Pennsylvania Wealth Management has been helping people get to the goal line for more than 20 years... more
FAQs about The Retirement Redzone:How many episodes does The Retirement Redzone have?The podcast currently has 178 episodes available.
March 15, 2021What is the largest expense in your retirement?Jason Bergey explains how impactful tax planning for the future can be. Don't get caught off guard by potentially higher tax rates in the future. Also, find out how to build in a plan for rising inflation.See omnystudio.com/listener for privacy information....more22minPlay
March 01, 2021Is it time to take money off the table?Jason Bergey discusses how to protect your financial future against inflation and higher taxes. Plus, how Jason uncovers the fees that are often overlooked in retirement accounts.See omnystudio.com/listener for privacy information....more21minPlay
February 22, 2021Tax Questions and a Healthy Financial DietJason Bergey discusses how the stimulus payments from last year will effect your taxes. Plus, the "broccoli" of retirement planning.See omnystudio.com/listener for privacy information....more20minPlay
February 15, 2021It takes a team to retire properlyJason Bergey talks about some of the most common questions that have come up at his recent tax and planning workshop and how to register for his upcoming dates. Plus, he discusses why it's important to work as a team with your spouse as the government begins to implement higher tax rates.See omnystudio.com/listener for privacy information....more15minPlay
February 08, 2021Eagles Hall of Famer, Bill BergeyOn this week's show, Jason's father and legendary NFL linebacker, Bill Bergey, joins Jason to discuss what it was like to play in the Big Game, the current status of the Philadelphia Eagles, and to share some fatherly financial wisdom.See omnystudio.com/listener for privacy information....more16minPlay
February 01, 2021Finding the Path to RetirementJason Bergey explains the "Big Picture" approach he uses when it comes to helping people plan for their retirement years. Plus, information on Jason's upcoming Tax and Planning seminars in February at Visaggio's in Enola.See omnystudio.com/listener for privacy information....more11minPlay
January 25, 2021Protect your Portfolio for the FutureJason Bergey talks about the unpredictability of the market and how to protect your life savings from uncertainty. Plus, a personal story from one of Jason's friends who lost their password to their Bitcoin.See omnystudio.com/listener for privacy information....more13minPlay
January 18, 2021Are your life savings at risk?Jason Bergey explains how he helps his clients identify unnecessary risk in their portfolios on their journey to and through retirement. Plus, how to prepare for the possibility of rising inflation rates.See omnystudio.com/listener for privacy information....more10minPlay
January 04, 2021Bouncing Back from 2020Jason Bergey explains hidden fees in 401(k)s and shares some success stories from clients who have checked off all the items on their bucket list.See omnystudio.com/listener for privacy information....more13minPlay
December 21, 2020Collecting income in retirementJason Bergey discusses the truth about annuities and creating income in retirement. Plus, some fun stories about family heirlooms and collections, including a $156,000 video game!See omnystudio.com/listener for privacy information....more13minPlay
FAQs about The Retirement Redzone:How many episodes does The Retirement Redzone have?The podcast currently has 178 episodes available.