The Retirement Redzone

Jason Bergey discusses the news that the New York Yankees have relaxed their facial hair policy and will allow players to have beards. Obviously an outdated rule, it made the guys think if there might be some outdated rules in retirement that Jason still sees today. What are some and why should you avoid them?

And sometimes annuities get a bad rap. Why is that and how might you better look at annuities when it comes to your portfolio and retirement plan?

Ready to connect with Jason?  Visit The Retirement Red Zone today!

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This week, the conversation focuses on the best times of year to retire and what factors can and will play a part in deciding that. The guys also talk about habits that Bill Gates has that have made him so successful. What are some good habits to create and follow when it comes to retirement planning? Tune in to find out!

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Jason Bergey tackles the penalties that you should be looking out for in your retirement plan. Don't get a flag on the play, take a listen and make sure you're on track with your retirement!

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Jason Bergey runs through important age milestones for all retirees to know as they move into that chapter of their life. He also points out that different ages or goals will change depending on goals in retirement.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Jason Bergey discusses unexpected hiccups in your retirement plan. How should you handle those things? How can you avoid them? Jason answers all of that and more in this week's trip to the Red Zone.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Jason Bergey talks all things retirement planning. This week he focuses on dead and lazy money that might be plaguing your retirement plan. How can you battle this and what are some ways to avoid dead and lazy money altogether? Plus, learn the slight differences in the two, and a whole lot more.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Jason Bergey talks about everyone's least favorite part of retirement planning, fees. What should you be looking for when it comes to fees and are fees necessarily a bad thing? How does Starbucks tie into all of it? Find out on this week's episode of Retirement Red Zone.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

In this episode of the Retirement Red Zone, Jason Bergey discusses the importance of retirement planning, strategies for ensuring longevity in retirement, and the recent changes brought about by the Secure 2.0 Act. He emphasizes the need for clarity in financial advice and the significance of understanding one's retirement savings and income strategies. The conversation also touches on the benefits of automatic enrollment in 401ks and the importance of financial education for making informed decisions about retirement savings.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Jason Bergey tackles the penalties that you should be looking out for in your retirement plan. Don't get a flag on the play, take a listen and make sure you're on track with your retirement!

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.

Jason Bergey discusses the intersection of retirement planning and enjoying life, using Jon Bon Jovi's reflections on aging and health as a backdrop. He emphasizes the importance of having a plan for retirement that includes not just financial aspects but also finding purpose and joy in life after work. The discussion covers the significance of maintaining relationships, engaging in hobbies, and budgeting for desired experiences in retirement.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

See omnystudio.com/listener for privacy information.