What is the most common age to collect social security? Is it also the best age? Jason Bergey discusses how to build a personal plan for every account in your portfolio. He also talks about the potential for volatility in the market and the type of relationship you should have with your advisor. 

See omnystudio.com/listener for privacy information.

Why are baby boomers retiring with less money? Jason Bergey discusses a new study that shows more people retiring with less money in their pocket. He also talks about schools implementing financial education into the curriculum and the effects it will have on their future. 

See omnystudio.com/listener for privacy information.

Much like with time and technology things become outdated, and the same can be true with your portfolio. Although how would you know? Jason Bergey discusses the steps you should take to get a checkup on your finances and why using a professional can help. He also the importance of having an updated estate plan and how your loved ones can benefit from it. 

See omnystudio.com/listener for privacy information.

What is the biggest expense retirees underestimate? Jason Bergey discusses what you need to prepare for in retirement both mentally and financially. He also talks about what you should do now so that you can retire on your own terms and a Hollywood icon is leaving the workforce.

See omnystudio.com/listener for privacy information.

When will you be able to walk away from the workforce and call it a day? Is there a set number you need in your account to be able to do so? Jason Bergey discusses the signs you should be looking for to make sure your portfolio is on track. He also shares some financial Father's Day tips from his dad and the legacy he wants to pass on to his children. 

See omnystudio.com/listener for privacy information.

Should you follow your morals when you're investing in a stock? Jason Bergey discusses how you can alter your plan to take less risk in the market when it comes to news headlines. He also talks about adjusting your portfolio to get in front of a recession. 

See omnystudio.com/listener for privacy information.

Is social security going away? Jason Bergey discusses the future of the program and how you can prepare yourself now for changes down the road. He also talks about moves you can make today if the age for required minimum distributions continues to rise. 

See omnystudio.com/listener for privacy information.

What is the secret ingredient to upgrade your retirement? Jason Bergey discusses the explosive elements you need to watch out for in your portfolio. He also discusses the margarita inflation index and Philadelphia Eagles Quarterback Jalen Hurts shares tips on how to save. 

See omnystudio.com/listener for privacy information.

What do you need to be looking out for as you head into retirement? Jason Bergey breaks down what he sees in failed retirement plans. He also discusses the rules you should know about Roth IRA conversions and the kind of legacy you should want to leave. 

See omnystudio.com/listener for privacy information.

How can your retirement stay fresher than a Twinkie? Jason Bergey discusses the ways to avoid misinformation when creating a retirement plan, how much money you should pull from your retirement account each month, and what got him into the financial advising industry. 

See omnystudio.com/listener for privacy information.