The Retirement Redzone

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.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses the options you have when creating a retirement plan today.  He also talks about inflation affecting your summer plans and if you should have gold in portfolio.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses the hardest part about retirement and you might be surprised by his answer. He also talks about how you can learn more about your advisor and if it's possible to retire during a market pullback.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses creating a retirement plan with actor and comedian Bill Murray. He also talks about the maximizing your social security, putting digital assets in your retirement plan, and avoiding financial regrets.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses the benefits of having a real person advisor as opposed to a robo advisor. He also talk's about the financial strain that can be created from keeping up with the Joneses.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses speculation on a market pullback. He also talks about creating your retirement number and things you thought meant someone was rich when you were a kid.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses hidden fee's you might not know about in your portfolio. He also talks about annuities and if it's right for you, as well as if there's an age where you should start investing.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses the advantages of using a real human advisor instead of a robo advisor. He also talks about avoiding a boomerang retirement, not letting your 401(k) take a nap, and tax scams.   See omnystudio.com/listener for privacy information.

Jason Bergey discusses easing your way into retirement instead of just flipping the switch. He also talks about collecting antiques and why it rarely seems to pay off in the long run, as well as investing outside of your retirement plan.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses record high gas prices and the state of inflation. He also talks about delaying your divorce, moving your money in the market, and what questions you should be asking your advisor.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses how inflation could affect your retirement plans. He also talks about the roll an annuity can play when a market correction occurs, as well as how his dad, former Philadelphia Eagles linebacker Bill Bergey, decided to retire from the NFL after playing in the Super Bowl.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses the importance of protecting your portfolio. He also talks about a former NFL quarterback and late night talk show hosts outlook on retirement, as well as changes that could affect your plans.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses why Americans over the age of 50 are paying a majority of the nations taxes. He also talks about which points couples should focus on when creating a retirement plan together.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses being able to withstand the current inflation. He also talks about retirement risks and the phrases you need to remove from your financial future vocabulary.  See omnystudio.com/listener for privacy information.

Jason Bergey talks the concerns of playing the stock market. He also discusses if a major market sell off is around the corner, adjusting your life to match inflation, and where is the most popular place to hide presents in your portfolio.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses how he is helping retirees combat inflation and manage risk in their investments. Plus, how millennials are approaching the investment world and we hear from Philadelphia Eagles' quarterback Jalen Hurts about his philosophy on saving money for the future. See omnystudio.com/listener for privacy information.

Jason Bergey discusses some end of year moves that could potentially reduce your tax burden in 2022 and beyond. Plus, have you considered retiring early due to effects of the pandemic? Find out how to know if you're ready for retirement. See omnystudio.com/listener for privacy information.

Jason Bergey describes how he helps his clients find confidence in their spending plans for retirement. Many people are afraid to spend from their savings, but as the old saying goes, "You can't take it with you." Find out what Jason has to say on this week's episode! See omnystudio.com/listener for privacy information.

Jason Bergey talk's about creating a strategy for dips in the market. He also talks about how you can maximize your dollar in retirement.  See omnystudio.com/listener for privacy information.

Jason Bergey discusses the most common fears of retirees, according to a recent Kiplinger survey. Plus, how taxes become the highest expense for retirees and the possibility of the IRS monitoring your bank accounts. See omnystudio.com/listener for privacy information.

Jason Bergey discusses some examples of clients who have relocated in retirement and what to consider if you're thinking about doing the same. Plus, find out which celebrity is celebrating his 90th year on Earth by going to outer space! See omnystudio.com/listener for privacy information.

Jason Bergey reacts to a rocky week in the stock market and talks about how he helps his clients find strategies that work for their specific situation. Plus, Bill Murray's favorite piece of financial advice and Jason shares some of his favorite advice from his father. See omnystudio.com/listener for privacy information.

Jason Bergey discusses fess in retirement accounts that you may not be aware of. Plus, after a record number of record highs, are we in for a 10-20 percent correction in the market? See omnystudio.com/listener for privacy information.

Jason Bergey discusses why it's a good idea to look at your investments with a skeptical eye right now. Plus, how grandparents can effectively transfer wealth to their heirs and we remember the events of September 11th, 2001. See omnystudio.com/listener for privacy information.

Jason Bergey discusses the approach to optimizing your taxes for your retirement years. Plus, find out what popular cookout food could be shaving time off your lifespan. See omnystudio.com/listener for privacy information.