The Retirement Redzone

What if everything you thought you needed for retirement was wrong? In this episode of the Retirement Red Zone, Jason Bergey dismantles the myth of the “magic number” and explains why retirement planning is about more than just dollars and cents. He shares real-life stories, practical tools, and the emotional journey of transitioning from work to life after it. Whether you're dreaming...

Drew Barrymore turned 50 this year. She's been acting since before she can remember, but now realizes that retirement could be in the near future. Jason Bergey has some things to think about for her and anyone else who is close to retirement. Or can't believe that retirement might actually be right around the corner! Listen in for strategies and tidbits that you can implement to your retirement pl...

Jeremy Lin has a fantastic story about his mom borrowing from her 401(k) to help fund his dreams as a basketball player. While Jason Bergey, wouldn't recommend that, he has some ideas of ways to avoid having to take from your retirement funds.  And with all of the noise surrounding Social Security and taxes, Jason sets the record straight when it comes to this hot button topic. Ready to conne...

The astronauts who were stranded in space were not planning on being up there for as long as they were. Thankfully they had enough food and provisions to get them through. Jason Bergey knows retirement can last longer than you expect as well. What are some ways you can prepare for your retirement to last years past your original plans? And when folks do retire, do they typically dive right in? Or...

What do outdated annuities, forgotten 401(k)s, and a penny that costs two cents to make have in common? They all highlight how easy it is to overlook inefficiencies in your retirement plan. In this episode, Jason Bergey of Pennsylvania Wealth Management breaks down the hidden costs, mismatched investments, and legacy documents that could be quietly undermining your financial future. From misunders...

Many retirees are jumping head first into retirement only to find that they are getting "bore-out" and it's not quite what they signed up for. How does Jason Bergey help his client avoid the bore and get more out of retirement? Is there any validity to retirement test runs? And no matter the time of year, tax season or not, taxes are always a thing. They play a part in every aspect of the retireme...

Jason Bergey talks all things retirement and retirement planning. 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. Jason also talks 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 con...

Drew Barrymore turned 50 this year. She's been acting since before she can remember, but now realizes that retirement could be in the near future. Jason Bergey has some things to think about for her and anyone else who is close to retirement. Or can't believe that retirement might actually be right around the corner! Listen in for strategies and tidbits that you can implement to your retirement pl...

Ken Griffey Jr. has recently been spotted at big time sporting events. But not as the all-star he once was or even a fan. He's now photographing the biggest moments in sports as a credentialed photographer as a hobby and second job in retirement. Jason Bergey thinks this is a great idea and that retirees should have a hobby or job in retirement, only if it's not a necessity. The way to make sure y...

Jeremy Lin has a fantastic story about his mom borrowing from her 401(k) to help fund his dreams as a basketball player. While Jason Bergey, wouldn't recommend that, he has some ideas of ways to avoid having to take from your retirement funds.  And with all of the noise surrounding Social Security and taxes, Jason sets the record straight when it comes to this hot button topic. Ready to conne...

Many retirees are jumping head first into retirement only to find that they are getting "bore-out" and it's not quite what they signed up for. How does Jason Bergey help his client avoid the bore and get more out of retirement? Is there any validity to retirement test runs? And no matter the time of year, tax season or not, taxes are always a thing. They play a part in every aspect of the retireme...

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.

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 annu...

The astronauts who were stranded in space were not planning on being up there for as long as they were. Thankfully they had enough food and provisions to get them through. Jason Bergey knows retirement can last longer than you expect as well. What are some ways you can prepare for your retirement to last years past your original plans? And when folks do retire, do they typically dive right in? Or...

Kenny Chesney is preparing to play in The Sphere in Las Vegas. With that comes new preparations and things to think about when playing in a different environment. Jason Bergey knows that retirement can be a whole new environment and that his clients need to adapt. How does he help them do that? Plus, the Iditarod just wrapped up in Alaska. A course with a bunch of twists, turns and unexpected obst...

Jason compares DOGE to cleaning out your retirement portfolio. Where can you save money and perhaps cut out waste when it comes to your assets? And also, for those who will be retiring or are retired and don't have kids, what are some things to think about and implement into your plan? Ready to connect with Jason?  Visit The Retirement Red Zone today! See omnystudio.com/listener for privacy i...

Jason Bergey got the chance to sit down with country music star Scotty Hasting. The two of them discuss what led to Scotty learning to play the guitar only a few years ago and how his message is for other veterans like himself. Jason and Scotty find a shared ground on overcoming adversity and giving back to others. Ready to connect with Jason?  Visit The Retirement Red Zone today! See omnystu...

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 annu...

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...

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...

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 benefit...