The Retirement Redzone

The Retirement Redzone

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The Retirement Redzone episodes

  • Replace You Paycheck in Retirement

    Jason Bergey discusses some of the fears that people have about retirement and how he helps his clients gain confidence as they make the change from growing their savings to spending their savings.

    See omnystudio.com/listener for privacy information.

    22 min
  • Don't DIY your retirement

    Jason Bergey points out some of the important steps that might be overlooked if you're trying to plan your retirement on your own. Plus, what financial lessons are you passing to your children?

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    20 min
  • Are your finances secure?

    Jason Bergey discusses strategies to avoid higher taxation in the future. What effect will inflation and ongoing stimulus have on the way the government taxes your retirement accounts? Plus, some of the scams that are continuing to target seniors. 

    See omnystudio.com/listener for privacy information.

    21 min
  • What is the largest expense in your retirement?

    Jason Bergey explains how impactful tax planning for the future can be. Don't get caught off guard by potentially higher tax rates in the future. Also, find out how to build in a plan for rising inflation.

    See omnystudio.com/listener for privacy information.

    22 min
  • Is it time to take money off the table?

    Jason Bergey discusses how to protect your financial future against inflation and higher taxes. Plus, how Jason uncovers the fees that are often overlooked in retirement accounts.

    See omnystudio.com/listener for privacy information.

    21 min
  • It takes a team to retire properly

    Jason Bergey talks about some of the most common questions that have come up at his recent tax and planning workshop and how to register for his upcoming dates. Plus, he discusses why it's important to work as a team with your spouse as the government begins to implement higher tax rates.

    See omnystudio.com/listener for privacy information.

    15 min
  • Eagles Hall of Famer, Bill Bergey

    On this week's show, Jason's father and legendary NFL linebacker, Bill Bergey, joins Jason to discuss what it was like to play in the Big Game, the current status of the Philadelphia Eagles, and to share some fatherly financial wisdom.

    See omnystudio.com/listener for privacy information.

    16 min
  • Finding the Path to Retirement

    Jason Bergey explains the "Big Picture" approach he uses when it comes to helping people plan for their retirement years. Plus, information on Jason's upcoming Tax and Planning seminars in February at Visaggio's in Enola.

    See omnystudio.com/listener for privacy information.

    11 min
  • Protect your Portfolio for the Future

    Jason Bergey talks about the unpredictability of the market and how to protect your life savings from uncertainty. Plus, a personal story from one of Jason's friends who lost their password to their Bitcoin.

    See omnystudio.com/listener for privacy information.

    13 min

About The Retirement Redzone

From the publisher's feed

When you’re in the retirement redzone, it’s time to get serious about your game plan. Jason Bergey of Pennsylvania Wealth Management has been helping people get to the goal line for more than 20…