Jason Bergey discusses the challenges retirees are facing right now. He also talks about the right time to take social security, fear of retiring, and how to become more tax efficient. 

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Jason Bergey discusses what predictions we should be listening to when it comes to your financial futures. He also talks about what you should do if you come into a large sum of money and the financial advise he received from his Dad, as well as what he's passing on to his kids. 

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Jason Bergey discusses the options you have when creating a retirement plan today.  He also talks about inflation affecting your summer plans and if you should have gold in portfolio. 

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Jason Bergey discusses the hardest part about retirement and you might be surprised by his answer. He also talks about how you can learn more about your advisor and if it's possible to retire during a market pullback. 

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Jason Bergey discusses creating a retirement plan with actor and comedian Bill Murray. He also talks about the maximizing your social security, putting digital assets in your retirement plan, and avoiding financial regrets. 

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Jason Bergey discusses the benefits of having a real person advisor as opposed to a robo advisor. He also talk's about the financial strain that can be created from keeping up with the Joneses. 

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Jason Bergey discusses speculation on a market pullback. He also talks about creating your retirement number and things you thought meant someone was rich when you were a kid. 

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Jason Bergey discusses hidden fee's you might not know about in your portfolio. He also talks about annuities and if it's right for you, as well as if there's an age where you should start investing. 

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Jason Bergey discusses the advantages of using a real human advisor instead of a robo advisor. He also talks about avoiding a boomerang retirement, not letting your 401(k) take a nap, and tax scams.  

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Jason Bergey discusses easing your way into retirement instead of just flipping the switch. He also talks about collecting antiques and why it rarely seems to pay off in the long run, as well as investing outside of your retirement plan. 

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