These last few weeks have changed just about everything in our daily lives. This week, Jason discusses how the coronavirus crisis is affecting workers, our taxes and how he’s doing business too. Remember, you can reach out to us from the comfort of your home! Drop us an e-mail at www.retirementredzoneradio.com.

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Watching your retirement account balance shrink over these last few weeks might make you feel like you did in 2008, but Jason says this crisis is very different than the Great Recession. Plus, if you’re spending some extra time at home right now, you might want to take some time to spring clean your investments! Have a question you’d like us to address on the podcast? Drop us an e-mail at www.retirementredzoneradio.com.

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Jason explains why you can’t believe everything you hear from your family, friends & co-workers about financial advice. Plus, actor Ricardo Montalban explains how his Chrysler Cordoba commercials led to the role of a lifetime for him in “Fantasy Island.”  And you have to hear the story of the big green Chrysler Cordoba that Jason’s dad, Bill Bergey, never wanted to drive!  Have a question you’d like us to address on the podcast? Drop us an e-mail at www.retirementredzoneradio.com.

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It looks like helping people plan for retirement might become a family tradition at Pennsylvania Wealth Management. This week, Jason’s joined by his teenage son, Caden, who plans to follow in his father’s footsteps as a financial advisor. They discuss New Year’s resolutions, the importance of tax planning in an election year and getting started on a retirement game plan in 2020. Drop us an e-mail with your questions for Jason at www.retirementredzoneradio.com.

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One of the talking heads on CNBC thinks the market may be overvalued, calling it a “market melt-up.” But Jason calls b.s. on his comments, and explains the latest market trends. Plus, Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.

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The talking heads on the financial networks seem obsessed with the idea that the next recession is coming soon. This week, Jason gives his take, along with some tips on preparing your retirement portfolio for that next downturn. Plus, you won’t believe how much Moms & Dads are paying to help their adult children these days! Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.

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When he’s not helping people with retirement, Jason’s out on the farm. And this week...his worlds collide as we discuss how to produce more eggs in retirement, without eating the chicken! Plus, after a crazy few weeks on Wall Street, Jason discusses how often we should be checking up on our accounts. Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.

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Sometimes the hardest part of getting a retirement game plan together is just getting started. This week, get to know Jason and his approach and some of the basic plays to help you get started so you can win the retirement game!

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