The Retirement Redzone

In this episode of the Retirement Red Zone podcast, Jason Bergey discusses various financial topics related to retirement. He addresses the misconception that cash is a bad investment and highlights the benefits of short-term CDs and fixed annuities. He also explains the impact of interest rates on bonds and the potential effects of tax hikes on the economy. The importance of having a retirement p...

In this episode of Retirement Red Zone Radio, Jason Bergey from Pennsylvania Wealth Management discusses the topic of taxes and the importance of having a tax plan in retirement. He highlights Warren Buffett's comments on taxes and the disparity in tax payments between the top 1% and the rest of the population. Jason also mentions the potential tax increases under the Biden administration and the...

Jason Bergey discusses the importance of financial freedom in retirement and the need for a solid retirement plan. He emphasizes the value of having a trusted advisor who is accessible to clients. The conversation also touches on the potential elimination of pre-tax contributions to retirement savings and explores alternative options for saving for retirement. Ready to connect with Jason?  Visit T...

Jason Bergey of Pennsylvania Wealth Management discusses the importance of a mid-year financial checkup and offers tips on what to review. He emphasizes the need to assess contributions, withholding, asset allocation, and estate planning. Jason also addresses concerns about a potential stock market bubble and suggests ways to protect investments. He highlights the value of working with a financial...

In this episode, Jason Bergey discusses the potential impact of rate hikes on the economy and the politicization of the Federal Reserve. He also explores the benefits of locking in guaranteed rates for retirement savings and strategies to minimize taxes on required minimum distributions. The conversation highlights the importance of financial planning and explores options such as Roth conversions...

In this episode of Retirement Red Zone Radio, Jason Bergey discusses the importance of avoiding financial mistakes in retirement. He compares retirement planning to avoiding blown calls in sports and emphasizes the need for careful consideration of long-term care, investment strategies, and social security claiming. He also highlights the significance of having a well-diversified portfolio and a s...

Jason Bergey covers a range of financial topics, including stock market performance, retirement planning, annuities, estate planning, and the impact of higher interest rates. Jason, along with Jerry Payne, provide insights and advice on these subjects, addressing concerns about the economy, market volatility, and financial security in retirement. Ready to connect with Jason?  Visit The Retirement...

In this episode of the Retirement Red Zone podcast, Jason Bergey discusses various financial topics related to retirement. He addresses the misconception that cash is a bad investment and highlights the benefits of short-term CDs and fixed annuities. He also explains the impact of interest rates on bonds and the potential effects of tax hikes on the economy. The importance of having a retirement p...

In this episode of Retirement Red Zone Radio, Jason Bergey from Pennsylvania Wealth Management discusses the topic of taxes and the importance of having a tax plan in retirement. He highlights Warren Buffett's comments on taxes and the disparity in tax payments between the top 1% and the rest of the population. Jason also mentions the potential tax increases under the Biden administration and the...

Based on a Tom Hanks sound bite, Jason discusses retirement planning and the importance of time in financial planning. He emphasizes the need for a solid retirement plan and budget, as well as the right timing to start planning. Jason also touches on the role of a financial advisor and the importance of finding one who is a fiduciary and offers a range of options.  Ready to connect with Jason...

Americans have a negative reaction to the word 'budget' and often avoid knowing where their money goes. However, a budget is essential for a successful retirement. A recent poll found that 70% of Americans believe a budget would help them, but 40% admit to never having one. A spending plan is a better term for a budget. It is important to be honest about spending habits and prioritize needs and wa...

How does an election year affect the market? Jason Bergey discusses the financial changes you most commonly see during an election year and the role it plays on your retirement plan. He also talks about what percentage of your savings you should be able to spend in retirement and not be worried.  See omnystudio.com/listener for privacy information.

Comedian Ron White is coming out of retirement and jokes that it may be because of his tax plan. Jason Bergey discusses why it's important to have a complete retirement plan that includes tax. He also talks about Philadelphia Eagle's Center, Jason Kelce, and his potential transition into retirement.  See omnystudio.com/listener for privacy information.

What alternative options do you have right now to take advantage of high interest rates in your retirement plan? Jason Bergey discusses how to utilize the tools available to you and your portfolio. He also talks about what should come with financial warning label and what a snow day looks like in retirement.  See omnystudio.com/listener for privacy information.

Is being lucky just gambling with your retirement savings? Jason Bergey discusses the tools that you can utilize when it comes to retirement. He also talks about creating mailbox money!  See omnystudio.com/listener for privacy information.

How will the 2024 election affect retirees? Jason Bergey discuss how the upcoming presidential election could affect your finances in retirement. He also talks about the fees hiding in your 401(K).  See omnystudio.com/listener for privacy information.

Do you know which financial boxes you haven't checked before the end of the year? Why is that even important? Jason Bergey breaks down why you need to start future planning now before it's 2024. He also talks about who you should and should not ask for financial advice.  See omnystudio.com/listener for privacy information.

What can war do to the market? Jason Bergey talks about the current conflicts overseas and wars have traditionally affected portfolios in the past. He also discusses the pros and cons to being in cash right now and a list of the villains who can wreck your retirement.  See omnystudio.com/listener for privacy information.

How can a war affect your retirement? Jason Bergey discusses the current political climate in the world and how it can play a role in your portfolio. He also discusses what you should do with a 401(K) from a previous employer, as well as what you should be doing now for higher taxes in the future.  See omnystudio.com/listener for privacy information.

What is the best gift you can give yourself in retirement? Jason Bergey discusses the importance of creating confidence in your portfolio. He also talks about why DIY'ing your taxes could cost you more and if we will see a reduction in social security next year.  See omnystudio.com/listener for privacy information.

Should you payoff your mortgage before retirement? Jason Bergey discusses the pro's and con's to eliminating a your house payment before retirement. He also discusses the current state of Wall Street and if you should proceed with caution or not.  See omnystudio.com/listener for privacy information.

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 in...

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.