The Retirement Redzone

Jason Bergey discusses the advantages of using a real human advisor instead of a robo advisor. He also talks about avoiding a boomerang retirement, not letting your 401(k) take a nap, and tax scams.  

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Jason Bergey discusses easing your way into retirement instead of just flipping the switch. He also talks about collecting antiques and why it rarely seems to pay off in the long run, as well as investing outside of your retirement plan. 

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Jason Bergey discusses record high gas prices and the state of inflation. He also talks about delaying your divorce, moving your money in the market, and what questions you should be asking your advisor. 

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Jason Bergey discusses how inflation could affect your retirement plans. He also talks about the roll an annuity can play when a market correction occurs, as well as how his dad, former Philadelphia Eagles linebacker Bill Bergey, decided to retire from the NFL after playing in the Super Bowl. 

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Jason Bergey discusses the importance of protecting your portfolio. He also talks about a former NFL quarterback and late night talk show hosts outlook on retirement, as well as changes that could affect your plans. 

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Jason Bergey discusses why Americans over the age of 50 are paying a majority of the nations taxes. He also talks about which points couples should focus on when creating a retirement plan together. 

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Jason Bergey discusses being able to withstand the current inflation. He also talks about retirement risks and the phrases you need to remove from your financial future vocabulary. 

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Jason Bergey talks the concerns of playing the stock market. He also discusses if a major market sell off is around the corner, adjusting your life to match inflation, and where is the most popular place to hide presents in your portfolio. 

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Jason Bergey discusses how he is helping retirees combat inflation and manage risk in their investments. Plus, how millennials are approaching the investment world and we hear from Philadelphia Eagles' quarterback Jalen Hurts about his philosophy on saving money for the future.

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Jason Bergey discusses some end of year moves that could potentially reduce your tax burden in 2022 and beyond. Plus, have you considered retiring early due to effects of the pandemic? Find out how to know if you're ready for retirement.

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