The Retirement Redzone

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 ....

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. Jaso...

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 . See omnystudio.com/listener for privacy information.

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 . See omnystudio.com/listener for privacy informati...

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 . See omnystudio.com/listener...

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 . See omnystudio.com/listener for privacy information.

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.ret...

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 li...

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...

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 . See omnystudio.com/listener for privacy information.

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.retirementredzoneradi...

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 . See omnystudio.co...

Sometimes the hardest part of getting a retirement game plan together is just getting started. This week, get to know Jason and his approach and some of the basic plays to help you get started so you can win the retirement game! See omnystudio.com/listener for privacy information.