The Retirement Redzone

The Retirement Redzone

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The Retirement Redzone episodes

  • What’s Ahead for the Market & Health Care

    Listen to the talking heads on the financial networks and you’ll hear all kinds of doom-and-gloom predictions about what’s ahead on Wall Street…but Jason says there’s a way to help protect your portfolio no matter what the market does next. Plus, how much of a bite will health care take out of your retirement budget? Have a question for Jason? Contact us at www.retirementredzoneradio.com.

    See omnystudio.com/listener for privacy information.

    9 min
  • The Pandemic Effect on Pennsylvania Taxes & Pensions

    State and local governments are hurting during the pandemic, so what does that mean for the future of your taxes and pension? Jason discusses the long-term effects and how you can help protect your personal economy. Plus, a new study says the average person now forgets what day it is at least 5 times per week! Jason discusses why that can also be the case for retirees, and how to plan for all that free time when you stop working. Have a question you’d like us to address on the podcast? Contact us at www.retirementredzoneradio.com.

    See omnystudio.com/listener for privacy information.

    8 min
  • A Bobby Bonilla-Style Retirement

    Every single July, retired baseball star Bobby Bonilla receives a paycheck for more than $1 million from the New York Mets! This week, Jason discusses how you can set up a Bonilla-style income plan for your retirement. Plus, we celebrate the retirement of Pennsylvania Wealth Management’s own Nancy Baker. Have a question for Jason? Contact us at www.retirementredzoneradio.com.

    See omnystudio.com/listener for privacy information.

    10 min
  • Addressing Your Retirement Fears

    When it comes to retirement fears, one of the big ones for retirees is not having enough money to cover basic expenses. But a good retirement plan should cover more than that. Jason discusses how to build that kind of retirement game plan. Plus, is there an alternative to stocks when interest rates are this low? Drop us an e-mail with your questions for Jason at www.retirementredzoneradio.com.

    See omnystudio.com/listener for privacy information.

    7 min
  • Trying Times & Crazy Tax Deductions

    Let’s face it…2020 is turning out to be a challenging year on many levels. But right now may be an opportunity to revisit your financial goals and find out if you’re still on track. Plus, Jason explains some of the crazy tax deductions people claim – that actually work! But here’s the good news…you don’t necessarily need those crazy deductions to save money in retirement. Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.

    See omnystudio.com/listener for privacy information.

    8 min
  • They’re Using Stimulus Dollars for What?!

    There’s no doubt that these are tough times for many Americans who are dealing with the economic fallout from the coronavirus pandemic, but Jason can’t believe what’s in the latest stimulus spending bill in Washington. Plus, which numbers should you be checking right now to track your retirement progress? Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.

    See omnystudio.com/listener for privacy information.

    7 min
  • Betting on Stocks?

    When casinos closed and sports betting came to a halt during the coronavirus crisis, day trading of stocks went up! Does that mean investing in the market is just like gambling? Jason gives his take. Plus, what steps should you consider if you were on the verge of retirement before this crisis began? If there’s a question Jason can help you with, drop us an e-mail at www.retirementredzoneradio.com.

    See omnystudio.com/listener for privacy information.

    7 min
  • The Long-Term Impact of the Coronavirus Crisis

    Could the current financial crisis & stimulus spending change capitalism and taxes forever? Jason discusses that this week, plus what to do if your company stops matching your 401(k) contributions. Have a question? Connect with Jason online at www.retirementredzoneradio.com.

    See omnystudio.com/listener for privacy information.

    5 min
  • Quarantine Questions & Gronk Comes Out of Retirement

    Since you’re isolated at home and maybe watching a little more financial news, you probably have questions about your money. Jason addresses some of those questions this week. Plus, Rob Gronkowski is coming out of retirement to rejoin Tom Brady in Tampa! Do other new retirees get the itch to get back in the game? Send us your questions…connect with Jason online at www.retirementredzoneradio.com.

    See omnystudio.com/listener for privacy information.

    8 min
  • Quarantine Bets & Regrets

    Quarantine life in the Bergey household includes making fun bets. Find out which Bergey ended up on the losing end this week. More quality time with our spouses might lead to interesting conversations about risk. Plus, what do you regret not doing with your money before the financial crisis began? And a weird, wacky 2020 continues with Eagles legend Bill Bergey surviving a tornado in Florida. Jason shares the story of how his dad (hilariously!) protected himself during the storm. Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.

    See omnystudio.com/listener for privacy information.

    14 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…