Jason Bergey discusses why it's a good idea to look at your investments with a skeptical eye right now. Plus, how grandparents can effectively transfer wealth to their heirs and we remember the events of September 11th, 2001.

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Jason Bergey discusses the approach to optimizing your taxes for your retirement years. Plus, find out what popular cookout food could be shaving time off your lifespan.

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Jason Bergey reacts to a recent story out of Baltimore about firefighters and police having their pension benefits delayed by 5 years. What could this mean for you if you have a pension? Plus, why Roth conversions might not always be the best idea.

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Jason Bergey discusses a few things to be preparing for on this week's podcast. Inflation, increasing taxes, and why now is a critical time to reassess your portfolio's allocation.

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Jason Bergey talks about the power of regularly rebalancing your portfolio. How often should it be done? Can target date funds compare to working one-on-one with an advisor?

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Jason Bergey discusses how to properly establish and keep an emergency fund. Plus, tips on generating income and what can happen if we see a market correction as you approach your retirement years.

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Jason Bergey discusses how the timing of your withdrawals from different types of accounts can have a huge impact on your taxation and how long your money will last. Plus, ways to relieve the stress of financial concerns so you can focus on what really matters.

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Jason Bergey discusses his favorite part of his job - helping people live out their dreams in retirement. Plus, why it's more complicated for small business owners to retire.

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Jason Bergey discusses how he helps people find the amount of money they need to retire comfortably. Plus, how many Americans have a secret account they are hiding from their spouses?

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Jason Bergey discusses the effect that longer lifespans have on financial planning. Plus, the critical value of working with a professional instead of trying to do it all yourself.

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