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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 195 episodes available.
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
December 14, 2020What can we learn from the ultra-wealthy about tax planning?Are you tired of seeing the rich and famous benefit from the tax code while you seem to be paying more every year? Jason Bergey explains the importance of working with a financial professional who can help you use the system instead of having the system use you.See omnystudio.com/listener for privacy information....more5minPlay
November 30, 2020How Long Will My Retirement Last?We all usually wonder if we’ve saved enough for retirement, but that starts with understanding just how many years we’ll need to provide our own paycheck. This week, Jason breaks down how long you might want to plan for, plus we’ll discuss what to consider if 2020 has you thinking about retiring earlier than you expected. Have a question? Drop Jason an e-mail atwww.retirementredzoneradio.com.See omnystudio.com/listener for privacy information....more5minPlay
November 23, 2020Unplugging From the PoliticsMost of us are fed up with 2020, but before the year ends, there are a few things you can do to improve your retirement prospects. Jason discusses that, plus why it might be a good idea to unplug over the Thanksgiving holiday and focus on the things that matter. Have a question about your retirement? Drop Jason an e-mail at www.retirementredzoneradio.com.See omnystudio.com/listener for privacy information....more8minPlay
FAQs about The Retirement Redzone:How many episodes does The Retirement Redzone have?The podcast currently has 195 episodes available.