The Retirement Redzone

Jason Bergey explains how he helps his clients identify unnecessary risk in their portfolios on their journey to and through retirement. Plus, how to prepare for the possibility of rising inflation rates.

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Jason Bergey explains hidden fees in 401(k)s and shares some success stories from clients who have checked off all the items on their bucket list.

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Jason Bergey discusses the truth about annuities and creating income in retirement. Plus, some fun stories about family heirlooms and collections, including a $156,000 video game!

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Are you tired of seeing the rich and famous benefit from the tax code while you seem to be paying more every year? Jason Bergey explains the importance of working with a financial professional who can help you use the system instead of having the system use you.

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We all usually wonder if we’ve saved enough for retirement, but that starts with understanding just how many years we’ll need to provide our own paycheck. This week, Jason breaks down how long you might want to plan for, plus we’ll discuss what to consider if 2020 has you thinking about retiring earlier than you expected. Have a question? Drop Jason an e-mail atwww.retirementredzoneradio.com.

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Most of us are fed up with 2020, but before the year ends, there are a few things you can do to improve your retirement prospects. Jason discusses that, plus why it might be a good idea to unplug over the Thanksgiving holiday and focus on the things that matter. Have a question about your retirement? Drop Jason an e-mail at www.retirementredzoneradio.com.

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A new poll shows people from both major political parties are concerned about how the outcome of the election will affect them financially. This week, Jason discusses the moves to consider if you share those concerns. Plus, we’ll have a little fun as Jason admits the weirdest job he’s ever had – and it’s VERY weird. Have a question for us? Drop Jason an e-mail at www.retirementredzoneradio.com.

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Take a break from the political talk this week for some inspiration from retired football star Tim Tebow. Despite his multi-faceted career in football, baseball and broadcasting, he’s found another purpose in life. What’s yours? Jason discusses that, and the difference between investment-based planning versus goals-based planning for retirement. Schedule your year-end retirement review at www.retirementredzoneradio.com.

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It’s decision time! There’s a lot of uncertainty about what happens after the election, but Jason breaks down what could happen to the market & taxes, depending on the outcome. Plus, we’ll explain the difference between the millionaires in Congress & the everyday millionaires that Jason works with. There’s still time to make some changes in 2020! Schedule your year-end retirement review at www.retirementredzoneradio.com.

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Taxes are in the spotlight as we head toward election day. Rapper 50 Cent says he doesn’t want to become “20 Cent” under Democrat Joe Biden’s tax proposals, and he’s not the only one worried about it! This week, Jason discusses the tax moves you might want to consider before 2020 comes to a close. Schedule your year-end retirement review at www.retirementredzoneradio.com.

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