What do outdated annuities, forgotten 401(k)s, and a penny that costs two cents to make have in common? They all highlight how easy it is to overlook inefficiencies in your retirement plan. In this episode, Jason Bergey of Pennsylvania Wealth Management breaks down the hidden costs, mismatched investments, and legacy documents that could be quietly undermining your financial future. From misunderstood annuity guarantees to the real impact of where you retire, this episode is a wake-up call to revisit what you think you know about retirement.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

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Many retirees are jumping head first into retirement only to find that they are getting "bore-out" and it's not quite what they signed up for. How does Jason Bergey help his client avoid the bore and get more out of retirement? Is there any validity to retirement test runs?

And no matter the time of year, tax season or not, taxes are always a thing. They play a part in every aspect of the retirement portfolio. Jason helps us with ways to minimize the effect of taxes.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Jason Bergey talks all things retirement and retirement planning. This week, the conversation focuses on the best times of year to retire and what factors can and will play a part in deciding that. Jason also talks about habits that Bill Gates has that have made him so successful. What are some good habits to create and follow when it comes to retirement planning? Tune in to find out!

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Drew Barrymore turned 50 this year. She's been acting since before she can remember, but now realizes that retirement could be in the near future. Jason Bergey has some things to think about for her and anyone else who is close to retirement. Or can't believe that retirement might actually be right around the corner!

Listen in for strategies and tidbits that you can implement to your retirement plan today, or get one started with Jason and Pennsylvania Wealth Management!

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Ken Griffey Jr. has recently been spotted at big time sporting events. But not as the all-star he once was or even a fan. He's now photographing the biggest moments in sports as a credentialed photographer as a hobby and second job in retirement.

Jason Bergey thinks this is a great idea and that retirees should have a hobby or job in retirement, only if it's not a necessity. The way to make sure you don't NEED a job in retirement is to make sure you have a retirement plan that works for you. Hear what Jason has to say and make sure you're ready for retirement and beyond!

Ready to connect with Jason?  Visit The Retirement Red Zone today!

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Jeremy Lin has a fantastic story about his mom borrowing from her 401(k) to help fund his dreams as a basketball player. While Jason Bergey, wouldn't recommend that, he has some ideas of ways to avoid having to take from your retirement funds. 

And with all of the noise surrounding Social Security and taxes, Jason sets the record straight when it comes to this hot button topic.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Many retirees are jumping head first into retirement only to find that they are getting "bore-out" and it's not quite what they signed up for. How does Jason Bergey help his client avoid the bore and get more out of retirement? Is there any validity to retirement test runs?

And no matter the time of year, tax season or not, taxes are always a thing. They play a part in every aspect of the retirement portfolio. Jason helps us with ways to minimize the effect of taxes.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Jason Bergey talks about everyone's least favorite part of retirement planning, fees. What should you be looking for when it comes to fees and are fees necessarily a bad thing? How does Starbucks tie into all of it? Find out on this week's episode of Retirement Red Zone.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Jason Bergey discusses the news that the New York Yankees have relaxed their facial hair policy and will allow players to have beards. Obviously an outdated rule, it made the guys think if there might be some outdated rules in retirement that Jason still sees today. What are some and why should you avoid them?

And sometimes annuities get a bad rap. Why is that and how might you better look at annuities when it comes to your portfolio and retirement plan?

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

The astronauts who were stranded in space were not planning on being up there for as long as they were. Thankfully they had enough food and provisions to get them through. Jason Bergey knows retirement can last longer than you expect as well. What are some ways you can prepare for your retirement to last years past your original plans?

And when folks do retire, do they typically dive right in? Or do they ease their way in? Jason looks at the benefits of both and how proper planning is key to both.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.