The Retirement Redzone

Is social security going away? Jason Bergey discusses the future of the program and how you can prepare yourself now for changes down the road. He also talks about moves you can make today if the age for required minimum distributions continues to rise. 

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What is the secret ingredient to upgrade your retirement? Jason Bergey discusses the explosive elements you need to watch out for in your portfolio. He also discusses the margarita inflation index and Philadelphia Eagles Quarterback Jalen Hurts shares tips on how to save. 

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What do you need to be looking out for as you head into retirement? Jason Bergey breaks down what he sees in failed retirement plans. He also discusses the rules you should know about Roth IRA conversions and the kind of legacy you should want to leave. 

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How can your retirement stay fresher than a Twinkie? Jason Bergey discusses the ways to avoid misinformation when creating a retirement plan, how much money you should pull from your retirement account each month, and what got him into the financial advising industry. 

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What caused the Silicon Valley Bank to collapse and what does the ripple effect look like? Jason Bergey discusses the importance of becoming financially confident now and managing risk in your portfolio, He also talks about if we will see a market pullback later this year and FOMO over fixed income products. 

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What is the biggest fear in retirement? Jason Bergey discusses why it's important to stay up to date on tax laws. He also talks planning for future inflation and has tipping gotten out of control? 

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How long should an initial meeting with an advisor last? Jason Bergey discusses this, as well as, the best states to retire in and if you should have gold in your portfolio. Then he welcomes on Philadelphia Eagles Hall of Famer Bill Bergey to discuss the Eagles chances of bringing home the big win! 

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Is a 60/40 portfolio going to make a comeback? Jason Bergey discusses a famous Wayne Gretzky quote and compares it to creating a retirement plan. He also breaks down the 5 questions you should ask your financial advisor. 

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How long will it take for inflation to come back down? Jason Bergey discusses this topic, as well as, tips from Warren Buffett and checking items off of your retirement bucket list. 

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Jason Bergey discusses ways to make your money work for you outside of just a 401(k). He also talks about changes for the worse in the financial world, how often should you check your accounts, and what is a legacy plan? 

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