The Retirement Redzone

It’s been 50 years since the Apollo 13 near disaster, which NASA managed to survive. Today, we’re trying to survive another near disaster with the economy. But how can we turn things around? Jason discusses that, plus the importance of saving for emergencies. Have a question? Drop Jason an e-mail at www.retirementredzoneradio.com.

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Wall Street tumbled fast in response to the coronavirus, but how long will retirement savers have to wait for the economy to bounce back? Jason discusses that this week, plus the impact of the stimulus package on Social Security recipients. Have a question about how the stimulus affects you? Drop Jason an e-mail at www.retirementredzoneradio.com.

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Your 401(k) and other investments might’ve taken a hit during the recent coronavirus sell-off on Wall Street…so is now a good time to think about rebalancing? Jason discusses that, plus the advantages of tactical management in a volatile market. Have a question about your retirement strategy at a time like this? Drop Jason an e-mail at www.retirementredzoneradio.com.

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These last few weeks have changed just about everything in our daily lives. This week, Jason discusses how the coronavirus crisis is affecting workers, our taxes and how he’s doing business too. Remember, you can reach out to us from the comfort of your home! Drop us an e-mail at www.retirementredzoneradio.com.

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Watching your retirement account balance shrink over these last few weeks might make you feel like you did in 2008, but Jason says this crisis is very different than the Great Recession. Plus, if you’re spending some extra time at home right now, you might want to take some time to spring clean your investments! Have a question you’d like us to address on the podcast? Drop us an e-mail at www.retirementredzoneradio.com.

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Jason explains why you can’t believe everything you hear from your family, friends & co-workers about financial advice. Plus, actor Ricardo Montalban explains how his Chrysler Cordoba commercials led to the role of a lifetime for him in “Fantasy Island.”  And you have to hear the story of the big green Chrysler Cordoba that Jason’s dad, Bill Bergey, never wanted to drive!  Have a question you’d like us to address on the podcast? Drop us an e-mail at www.retirementredzoneradio.com.

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It looks like helping people plan for retirement might become a family tradition at Pennsylvania Wealth Management. This week, Jason’s joined by his teenage son, Caden, who plans to follow in his father’s footsteps as a financial advisor. They discuss New Year’s resolutions, the importance of tax planning in an election year and getting started on a retirement game plan in 2020. Drop us an e-mail with your questions for Jason at www.retirementredzoneradio.com.

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One of the talking heads on CNBC thinks the market may be overvalued, calling it a “market melt-up.” But Jason calls b.s. on his comments, and explains the latest market trends. Plus, Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.

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The talking heads on the financial networks seem obsessed with the idea that the next recession is coming soon. This week, Jason gives his take, along with some tips on preparing your retirement portfolio for that next downturn. Plus, you won’t believe how much Moms & Dads are paying to help their adult children these days! Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.

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When he’s not helping people with retirement, Jason’s out on the farm. And this week...his worlds collide as we discuss how to produce more eggs in retirement, without eating the chicken! Plus, after a crazy few weeks on Wall Street, Jason discusses how often we should be checking up on our accounts. Have a question for Jason? Drop us an e-mail at www.retirementredzoneradio.com.

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