The Retirement Redzone

What can war do to the market? Jason Bergey talks about the current conflicts overseas and wars have traditionally affected portfolios in the past. He also discusses the pros and cons to being in cash right now and a list of the villains who can wreck your retirement. 

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How can a war affect your retirement? Jason Bergey discusses the current political climate in the world and how it can play a role in your portfolio. He also discusses what you should do with a 401(K) from a previous employer, as well as what you should be doing now for higher taxes in the future. 

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What is the best gift you can give yourself in retirement? Jason Bergey discusses the importance of creating confidence in your portfolio. He also talks about why DIY'ing your taxes could cost you more and if we will see a reduction in social security next year. 

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Should you payoff your mortgage before retirement? Jason Bergey discusses the pro's and con's to eliminating a your house payment before retirement. He also discusses the current state of Wall Street and if you should proceed with caution or not. 

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What is the most common age to collect social security? Is it also the best age? Jason Bergey discusses how to build a personal plan for every account in your portfolio. He also talks about the potential for volatility in the market and the type of relationship you should have with your advisor. 

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Why are baby boomers retiring with less money? Jason Bergey discusses a new study that shows more people retiring with less money in their pocket. He also talks about schools implementing financial education into the curriculum and the effects it will have on their future. 

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Much like with time and technology things become outdated, and the same can be true with your portfolio. Although how would you know? Jason Bergey discusses the steps you should take to get a checkup on your finances and why using a professional can help. He also the importance of having an updated estate plan and how your loved ones can benefit from it. 

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What is the biggest expense retirees underestimate? Jason Bergey discusses what you need to prepare for in retirement both mentally and financially. He also talks about what you should do now so that you can retire on your own terms and a Hollywood icon is leaving the workforce.

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When will you be able to walk away from the workforce and call it a day? Is there a set number you need in your account to be able to do so? Jason Bergey discusses the signs you should be looking for to make sure your portfolio is on track. He also shares some financial Father's Day tips from his dad and the legacy he wants to pass on to his children. 

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Should you follow your morals when you're investing in a stock? Jason Bergey discusses how you can alter your plan to take less risk in the market when it comes to news headlines. He also talks about adjusting your portfolio to get in front of a recession. 

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