The Retirement Redzone

Jason Bergey reacts to a recent story out of Baltimore about firefighters and police having their pension benefits delayed by 5 years. What could this mean for you if you have a pension? Plus, why Roth conversions might not always be the best idea. See omnystudio.com/listener for privacy information.

Jason Bergey discusses a few things to be preparing for on this week's podcast. Inflation, increasing taxes, and why now is a critical time to reassess your portfolio's allocation. See omnystudio.com/listener for privacy information.

Jason Bergey talks about the power of regularly rebalancing your portfolio. How often should it be done? Can target date funds compare to working one-on-one with an advisor? See omnystudio.com/listener for privacy information.

Jason Bergey discusses how to properly establish and keep an emergency fund. Plus, tips on generating income and what can happen if we see a market correction as you approach your retirement years. See omnystudio.com/listener for privacy information.

Jason Bergey discusses how the timing of your withdrawals from different types of accounts can have a huge impact on your taxation and how long your money will last. Plus, ways to relieve the stress of financial concerns so you can focus on what really matters. See omnystudio.com/listener for privacy information.

Jason Bergey discusses his favorite part of his job - helping people live out their dreams in retirement. Plus, why it's more complicated for small business owners to retire. See omnystudio.com/listener for privacy information.

Jason Bergey discusses how he helps people find the amount of money they need to retire comfortably. Plus, how many Americans have a secret account they are hiding from their spouses? See omnystudio.com/listener for privacy information.

Jason Bergey discusses the effect that longer lifespans have on financial planning. Plus, the critical value of working with a professional instead of trying to do it all yourself. See omnystudio.com/listener for privacy information.

Jason Bergey shares a story about a client who hid her cash in her home. What are some better options than burying gold in your backyard? Plus, what should you be aware of in the last year of your career? See omnystudio.com/listener for privacy information.

Jason Bergey discusses how to build in a raise for yourself in retirement. Learn how to protect yourself from the rising cost of goods and services by taking the Replace My Paycheck Challenge today! See omnystudio.com/listener for privacy information.

Jason Bergey discusses some new tax proposals targeting financial transactions and how it will effect those who are saving for retirement. Plus, the popularity of Jason's recent Replace Your Paycheck challenge and the upcoming Retirement Red Zone workshop. See omnystudio.com/listener for privacy information.

Jason Bergey describes how he helps people maintain their standard of living in retirement. Plus, more changes in how inherited IRAs are taxed from the IRS. See omnystudio.com/listener for privacy information.

Jason Bergey discusses some of the fears that people have about retirement and how he helps his clients gain confidence as they make the change from growing their savings to spending their savings. See omnystudio.com/listener for privacy information.

Jason Bergey points out some of the important steps that might be overlooked if you're trying to plan your retirement on your own. Plus, what financial lessons are you passing to your children? See omnystudio.com/listener for privacy information.

Jason Bergey discusses strategies to avoid higher taxation in the future. What effect will inflation and ongoing stimulus have on the way the government taxes your retirement accounts? Plus, some of the scams that are continuing to target seniors.  See omnystudio.com/listener for privacy information.

Jason Bergey explains how impactful tax planning for the future can be. Don't get caught off guard by potentially higher tax rates in the future. Also, find out how to build in a plan for rising inflation. See omnystudio.com/listener for privacy information.

Jason Bergey discusses how to protect your financial future against inflation and higher taxes. Plus, how Jason uncovers the fees that are often overlooked in retirement accounts. See omnystudio.com/listener for privacy information.

Jason Bergey discusses how the stimulus payments from last year will effect your taxes. Plus, the "broccoli" of retirement planning. See omnystudio.com/listener for privacy information.

Jason Bergey talks about some of the most common questions that have come up at his recent tax and planning workshop and how to register for his upcoming dates. Plus, he discusses why it's important to work as a team with your spouse as the government begins to implement higher tax rates. See omnystudio.com/listener for privacy information.

On this week's show, Jason's father and legendary NFL linebacker, Bill Bergey, joins Jason to discuss what it was like to play in the Big Game, the current status of the Philadelphia Eagles, and to share some fatherly financial wisdom. See omnystudio.com/listener for privacy information.

Jason Bergey explains the "Big Picture" approach he uses when it comes to helping people plan for their retirement years. Plus, information on Jason's upcoming Tax and Planning seminars in February at Visaggio's in Enola. See omnystudio.com/listener for privacy information.

Jason Bergey talks about the unpredictability of the market and how to protect your life savings from uncertainty. Plus, a personal story from one of Jason's friends who lost their password to their Bitcoin. See omnystudio.com/listener for privacy information.

Jason Bergey explains how he helps his clients identify unnecessary risk in their portfolios on their journey to and through retirement. Plus, how to prepare for the possibility of rising inflation rates. See omnystudio.com/listener for privacy information.

Jason Bergey explains hidden fees in 401(k)s and shares some success stories from clients who have checked off all the items on their bucket list. See omnystudio.com/listener for privacy information.

Jason Bergey discusses the truth about annuities and creating income in retirement. Plus, some fun stories about family heirlooms and collections, including a $156,000 video game! See omnystudio.com/listener for privacy information.