The Retirement Redzone

Are you ready to retire now or are you able to retire now? Jason Bergey discusses how to answer these questions and how to create an income plan for the future. He also talks about the best decade of your life and what financial advice he wishes he had then. 

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Is the deepest part of the recession ahead of us? Jason Bergey discusses this and why putting your portfolio on autopilot may be putting you at risk.

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Are you creating an income stream to combat market volatility? Jason Bergey discusses Social Security cost of living adjustment and creating a plan for what to do in retirement. He also discusses competition fishermen who got caught red handed. 

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Jason Bergey discusses what you might be missing in your 401(k). He also talks about the outdated rules for retirement, continuing to work in retirement, and have we seen the end of interest rate hikes? 

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Jason Bergey discusses the importance of protecting your portfolio so the market won't ruin your retirement. He also talks about maximizing your plan to avoid a tax hit, out of the box thinking, and getting tackled by your mom. 

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Jason Bergey discusses the importance of de-risking your portfolio as the number of 401(k) millionaires drops. He also talks about waiting until the market comes back and former Pro Football Hall of Famer Warren Moon's transition into retirement. 

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Jason Bergey discusses the Inflation reduction Act and how it might affect your pocket. He also talks about what moves you can make now to set yourself up for lower taxes in the future and why is the IRS adding tens of thousands of new agents? 

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Jason Bergey discusses active vs. passive responsibility when it comes to planning a retirement with your significant other. He also talks about if it's smart to wait to collect Social Security and what should you do if you come into a large sum of money. 

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Jason Bergey discusses the pro's and con's of annuities. He also talks about how you can lower your taxes in retirement, tuning out the noise of the media, and one celebrity's son who doesn't want to rely on his fathers fortune to be financially independent. 

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Jason Bergey discusses the importance of adjusting your financial plan to evolve with a changing world. He also talks about how long it will take to break even with social security and the new trend known as "having a boommate." 

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