Jason Bergey discusses the importance of protecting your portfolio so the market won't ruin your retirement. He also talks about maximizing your plan to avoid a tax hit, out of the box thinking, and getting tackled by your mom. 

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Jason Bergey discusses the importance of de-risking your portfolio as the number of 401(k) millionaires drops. He also talks about waiting until the market comes back and former Pro Football Hall of Famer Warren Moon's transition into retirement. 

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Jason Bergey discusses the Inflation reduction Act and how it might affect your pocket. He also talks about what moves you can make now to set yourself up for lower taxes in the future and why is the IRS adding tens of thousands of new agents? 

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Jason Bergey discusses active vs. passive responsibility when it comes to planning a retirement with your significant other. He also talks about if it's smart to wait to collect Social Security and what should you do if you come into a large sum of money. 

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Jason Bergey discusses the pro's and con's of annuities. He also talks about how you can lower your taxes in retirement, tuning out the noise of the media, and one celebrity's son who doesn't want to rely on his fathers fortune to be financially independent. 

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Jason Bergey discusses the importance of adjusting your financial plan to evolve with a changing world. He also talks about how long it will take to break even with social security and the new trend known as "having a boommate." 

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Jason Bergey discusses what history can show us about a bear market. He also talks about the benefits of being financially literate and the amount of income needed for retirement. 

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Jason Bergey discusses the steps you can make now to minimize the impact of a recession on your retirement. He also talks about the difference between a retirement coach vs. caddy and a well-known NFL player is hanging up his cleats...again. 

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Jason Bergey discusses the challenges retirees are facing right now. He also talks about the right time to take social security, fear of retiring, and how to become more tax efficient. 

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Jason Bergey discusses what predictions we should be listening to when it comes to your financial futures. He also talks about what you should do if you come into a large sum of money and the financial advise he received from his Dad, as well as what he's passing on to his kids. 

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