The Retirement Redzone

Jason Bergey talks about the power of regularly rebalancing your portfolio. How often should it be done? Can target date funds compare to working one-on-one with an advisor?

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Jason Bergey discusses how to properly establish and keep an emergency fund. Plus, tips on generating income and what can happen if we see a market correction as you approach your retirement years.

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Jason Bergey discusses how the timing of your withdrawals from different types of accounts can have a huge impact on your taxation and how long your money will last. Plus, ways to relieve the stress of financial concerns so you can focus on what really matters.

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Jason Bergey discusses his favorite part of his job - helping people live out their dreams in retirement. Plus, why it's more complicated for small business owners to retire.

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Jason Bergey discusses how he helps people find the amount of money they need to retire comfortably. Plus, how many Americans have a secret account they are hiding from their spouses?

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Jason Bergey discusses the effect that longer lifespans have on financial planning. Plus, the critical value of working with a professional instead of trying to do it all yourself.

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Jason Bergey shares a story about a client who hid her cash in her home. What are some better options than burying gold in your backyard? Plus, what should you be aware of in the last year of your career?

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Jason Bergey discusses how to build in a raise for yourself in retirement. Learn how to protect yourself from the rising cost of goods and services by taking the Replace My Paycheck Challenge today!

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Jason Bergey discusses some new tax proposals targeting financial transactions and how it will effect those who are saving for retirement. Plus, the popularity of Jason's recent Replace Your Paycheck challenge and the upcoming Retirement Red Zone workshop.

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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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