The Retirement Redzone

Jason Bergey describes how he helps his clients find confidence in their spending plans for retirement. Many people are afraid to spend from their savings, but as the old saying goes, "You can't take it with you." Find out what Jason has to say on this week's episode!

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Jason Bergey talk's about creating a strategy for dips in the market. He also talks about how you can maximize your dollar in retirement. 

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Jason Bergey discusses the most common fears of retirees, according to a recent Kiplinger survey. Plus, how taxes become the highest expense for retirees and the possibility of the IRS monitoring your bank accounts.

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Jason Bergey discusses some examples of clients who have relocated in retirement and what to consider if you're thinking about doing the same. Plus, find out which celebrity is celebrating his 90th year on Earth by going to outer space!

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Jason Bergey reacts to a rocky week in the stock market and talks about how he helps his clients find strategies that work for their specific situation. Plus, Bill Murray's favorite piece of financial advice and Jason shares some of his favorite advice from his father.

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Jason Bergey discusses fess in retirement accounts that you may not be aware of. Plus, after a record number of record highs, are we in for a 10-20 percent correction in the market?

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Jason Bergey discusses why it's a good idea to look at your investments with a skeptical eye right now. Plus, how grandparents can effectively transfer wealth to their heirs and we remember the events of September 11th, 2001.

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Jason Bergey discusses the approach to optimizing your taxes for your retirement years. Plus, find out what popular cookout food could be shaving time off your lifespan.

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Jason Bergey reacts to a recent story out of Baltimore about firefighters and police having their pension benefits delayed by 5 years. What could this mean for you if you have a pension? Plus, why Roth conversions might not always be the best idea.

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Jason Bergey discusses a few things to be preparing for on this week's podcast. Inflation, increasing taxes, and why now is a critical time to reassess your portfolio's allocation.

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