The Retirement Redzone

When will you be able to walk away from the workforce and call it a day? Is there a set number you need in your account to be able to do so? Jason Bergey discusses the signs you should be looking for to make sure your portfolio is on track. He also shares some financial Father's Day tips from his dad and the legacy he wants to pass on to his children.  See omnystudio.com/listener for privacy infor...

Should you follow your morals when you're investing in a stock? Jason Bergey discusses how you can alter your plan to take less risk in the market when it comes to news headlines. He also talks about adjusting your portfolio to get in front of a recession.  See omnystudio.com/listener for privacy information.

Is social security going away? Jason Bergey discusses the future of the program and how you can prepare yourself now for changes down the road. He also talks about moves you can make today if the age for required minimum distributions continues to rise.  See omnystudio.com/listener for privacy information.

What is the secret ingredient to upgrade your retirement? Jason Bergey discusses the explosive elements you need to watch out for in your portfolio. He also discusses the margarita inflation index and Philadelphia Eagles Quarterback Jalen Hurts shares tips on how to save.  See omnystudio.com/listener for privacy information.

What do you need to be looking out for as you head into retirement? Jason Bergey breaks down what he sees in failed retirement plans. He also discusses the rules you should know about Roth IRA conversions and the kind of legacy you should want to leave.  See omnystudio.com/listener for privacy information.

How can your retirement stay fresher than a Twinkie? Jason Bergey discusses the ways to avoid misinformation when creating a retirement plan, how much money you should pull from your retirement account each month, and what got him into the financial advising industry.  See omnystudio.com/listener for privacy information.

What caused the Silicon Valley Bank to collapse and what does the ripple effect look like? Jason Bergey discusses the importance of becoming financially confident now and managing risk in your portfolio, He also talks about if we will see a market pullback later this year and FOMO over fixed income products.  See omnystudio.com/listener for privacy information.

What is the biggest fear in retirement? Jason Bergey discusses why it's important to stay up to date on tax laws. He also talks planning for future inflation and has tipping gotten out of control?  See omnystudio.com/listener for privacy information.

How long should an initial meeting with an advisor last? Jason Bergey discusses this, as well as, the best states to retire in and if you should have gold in your portfolio. Then he welcomes on Philadelphia Eagles Hall of Famer Bill Bergey to discuss the Eagles chances of bringing home the big win!  See omnystudio.com/listener for privacy information.

Is a 60/40 portfolio going to make a comeback? Jason Bergey discusses a famous Wayne Gretzky quote and compares it to creating a retirement plan. He also breaks down the 5 questions you should ask your financial advisor.  See omnystudio.com/listener for privacy information.

How long will it take for inflation to come back down? Jason Bergey discusses this topic, as well as, tips from Warren Buffett and checking items off of your retirement bucket list.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses ways to make your money work for you outside of just a 401(k). He also talks about changes for the worse in the financial world, how often should you check your accounts, and what is a legacy plan?  See omnystudio.com/listener for privacy information.

Are you ready to retire now or are you able to retire now? Jason Bergey discusses how to answer these questions and how to create an income plan for the future. He also talks about the best decade of your life and what financial advice he wishes he had then.  See omnystudio.com/listener for privacy information.

Is the deepest part of the recession ahead of us? Jason Bergey discusses this and why putting your portfolio on autopilot may be putting you at risk. See omnystudio.com/listener for privacy information.

Are you creating an income stream to combat market volatility? Jason Bergey discusses Social Security cost of living adjustment and creating a plan for what to do in retirement. He also discusses competition fishermen who got caught red handed.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses what you might be missing in your 401(k). He also talks about the outdated rules for retirement, continuing to work in retirement, and have we seen the end of interest rate hikes?  See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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?  See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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."  See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.