Jason Bergey describes how he helps people maintain their standard of living in retirement. Plus, more changes in how inherited IRAs are taxed from the IRS.

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Jason Bergey discusses some of the fears that people have about retirement and how he helps his clients gain confidence as they make the change from growing their savings to spending their savings.

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Jason Bergey points out some of the important steps that might be overlooked if you're trying to plan your retirement on your own. Plus, what financial lessons are you passing to your children?

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Jason Bergey discusses strategies to avoid higher taxation in the future. What effect will inflation and ongoing stimulus have on the way the government taxes your retirement accounts? Plus, some of the scams that are continuing to target seniors. 

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Jason Bergey explains how impactful tax planning for the future can be. Don't get caught off guard by potentially higher tax rates in the future. Also, find out how to build in a plan for rising inflation.

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Jason Bergey discusses how to protect your financial future against inflation and higher taxes. Plus, how Jason uncovers the fees that are often overlooked in retirement accounts.

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Jason Bergey discusses how the stimulus payments from last year will effect your taxes. Plus, the "broccoli" of retirement planning.

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Jason 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.

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On 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.

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Jason 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.

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