The Retirement Redzone

Are you tired of seeing the rich and famous benefit from the tax code while you seem to be paying more every year? Jason Bergey explains the importance of working with a financial professional who can help you use the system instead of having the system use you. See omnystudio.com/listener for privacy information.

We all usually wonder if we’ve saved enough for retirement, but that starts with understanding just how many years we’ll need to provide our own paycheck. This week, Jason breaks down how long you might want to plan for, plus we’ll discuss what to consider if 2020 has you thinking about retiring earlier than you expected. Have a question? Drop Jason an e-mail at www.retirementredzoneradio.com . Se...

Most of us are fed up with 2020, but before the year ends, there are a few things you can do to improve your retirement prospects. Jason discusses that, plus why it might be a good idea to unplug over the Thanksgiving holiday and focus on the things that matter. Have a question about your retirement? Drop Jason an e-mail at  www.retirementredzoneradio.com . See omnystudio.com/listener for privacy...

A new poll shows people from both major political parties are concerned about how the outcome of the election will affect them financially. This week, Jason discusses the moves to consider if you share those concerns. Plus, we’ll have a little fun as Jason admits the weirdest job he’s ever had – and it’s VERY weird. Have a question for us? Drop Jason an e-mail at www.retirementredzoneradio.com . S...

Take a break from the political talk this week for some inspiration from retired football star Tim Tebow. Despite his multi-faceted career in football, baseball and broadcasting, he’s found another purpose in life. What’s yours? Jason discusses that, and the difference between investment-based planning versus goals-based planning for retirement. Schedule your year-end retirement review at  www.ret...

It’s decision time! There’s a lot of uncertainty about what happens after the election, but Jason breaks down what could happen to the market & taxes, depending on the outcome. Plus, we’ll explain the difference between the millionaires in Congress & the everyday millionaires that Jason works with. There’s still time to make some changes in 2020! Schedule your year-end retirement review at  www.re...

Taxes are in the spotlight as we head toward election day. Rapper 50 Cent says he doesn’t want to become “20 Cent” under Democrat Joe Biden’s tax proposals, and he’s not the only one worried about it! This week, Jason discusses the tax moves you might want to consider before 2020 comes to a close. Schedule your year-end retirement review at  www.retirementredzoneradio.com . See omnystudio.com/list...

There’s a lot of opportunity for saving money – even during a financial crisis. This week, Jason discusses why it might make sense to take advantage of historically low tax rates while you still can in 2020. Plus, he’ll explain how retirees & near-retirees may also benefit from low interest rates by refinancing their homes. Schedule your year-end retirement review at  www.retirementredzoneradio.co...

The President’s tax records are under scrutiny, but USA Today says it’s also causing some of us to question what we’re doing wrong with our own taxes. Jason breaks down what the media’s getting wrong about Trump’s taxes, and how the same tax code can benefit retirement savers too. Get started on your own personal tax map with Jason by signing up for a complimentary review at  www.retirementredzone...

We didn’t get much substance in the Presidential debate, but we do know what the candidates have proposed when it comes to taxes. This week, Jason breaks down one particular proposal from Joe Biden that could affect the tax breaks on your 401(k). Plus, why you might want to update your estate plan before the November election. Have a question for Jason? Drop us an e-mail at  www.retirementredzoner...

Wondering how the election might affect Wall Street? This week, hear one market historian’s take. Jason also gives his thoughts on the impact of a Biden or Trump win. Plus, the pandemic may have people thinking about retiring earlier – but what do you need to consider before pulling the trigger? Start on your retirement game plan at  www.retirementredzoneradio.com . See omnystudio.com/listener for...

By now, most of us have had enough of 2020, but one analyst says  next  year could be one of the best economic years in U.S. history. So how can we position ourselves for a better 2021, especially with an election coming up? Jason discusses that on this week’s episode. Have a question about how your retirement prospects have changed this year? Drop Jason an e-mail at  www.retirementredzoneradio.co...

Football may look a lot different this year, but we’re glad it’s back! Listen this week as retired pro football hall-of-famer Michael Irvin explains what inspired his strong work ethic. Plus, Jason describes why his dad – legendary Eagles linebacker Bill Bergey – had to hitchhike his way to a successful football career. Ready to protect your years of hard work? Get started on a retirement game pla...

You won’t believe the latest tax proposal coming from California Democrats. Their new wealth tax would follow residents – even if they move out of state! Jason discusses why it’s more important than ever to protect yourself from whatever tax proposals our politicians come up with next. Plus, why states may put pension funding on the backburner due to the pandemic. Have a question about taxes or yo...

Yes, 2020’s been a weird year…and there’s more weirdness ahead with the November election and the possibility of more layoffs starting in October. Jason explains how to prepare yourself financially for what’s ahead. Plus, we’ll explain the difference between being rich and being wealthy. Have a question or concern you need to address? Drop Jason an e-mail at  www.retirementredzoneradio.com . See o...

Jason’s back from the perfect social distancing vacation in Alaska! We’ll hear about his time in the great outdoors. Plus, Fidelity’s out with some new health care estimates for retired couples. Warning: the price tag is hefty! And we’ll hear about the unique way that NFL rookie Joe Burrow plans to spend & save his football income. Jason discusses how you can set up a similar strategy with your re...

The headlines are negative right now, and retirement confidence is down…but don’t let that stop you from getting answers about your future. This week, Jason discusses how to address your concerns head-on, and why you may want to do a little dreaming about retirement! Have a question for Jason? Contact us at  www.retirementredzoneradio.com . See omnystudio.com/listener for privacy information.

Listen to the talking heads on the financial networks and you’ll hear all kinds of doom-and-gloom predictions about what’s ahead on Wall Street…but Jason says there’s a way to help protect your portfolio no matter what the market does next. Plus, how much of a bite will health care take out of your retirement budget? Have a question for Jason? Contact us at  www.retirementredzoneradio.com . See om...

State and local governments are hurting during the pandemic, so what does that mean for the future of your taxes and pension? Jason discusses the long-term effects and how you can help protect your personal economy. Plus, a new study says the average person now forgets what day it is at least 5 times per week! Jason discusses why that can also be the case for retirees, and how to plan for all that...

Every single July, retired baseball star Bobby Bonilla receives a paycheck for more than $1 million from the New York Mets! This week, Jason discusses how you can set up a Bonilla-style income plan for your retirement. Plus, we celebrate the retirement of Pennsylvania Wealth Management’s own Nancy Baker. Have a question for Jason? Contact us at www.retirementredzoneradio.com . See omnystudio.com/l...

When it comes to retirement fears, one of the big ones for retirees is not having enough money to cover basic expenses. But a  good  retirement plan should cover more than that. Jason discusses how to build that kind of retirement game plan. Plus, is there an alternative to stocks when interest rates are this low? Drop us an e-mail with your questions for Jason at  www.retirementredzoneradio.com ....

Let’s face it…2020 is turning out to be a challenging year on many levels. But right now may be an opportunity to revisit your financial goals and find out if you’re still on track. Plus, Jason explains some of the crazy tax deductions people claim – that actually work! But here’s the good news…you don’t necessarily need those crazy deductions to save money in retirement. Have a question for Jason...

There’s no doubt that these are tough times for many Americans who are dealing with the economic fallout from the coronavirus pandemic, but Jason can’t believe what’s in the latest stimulus spending bill in Washington. Plus, which numbers should you be checking right now to track your retirement progress? Have a question for Jason? Drop us an e-mail at  www.retirementredzoneradio.com . See omnystu...

When casinos closed and sports betting came to a halt during the coronavirus crisis, day trading of stocks went up! Does that mean investing in the market is just like gambling? Jason gives his take. Plus, what steps should you consider if you were on the verge of retirement before this crisis began? If there’s a question Jason can help you with, drop us an e-mail at  www.retirementredzoneradio.co...

Could the current financial crisis & stimulus spending change capitalism and taxes forever? Jason discusses that this week, plus what to do if your company stops matching your 401(k) contributions. Have a question? Connect with Jason online at  www.retirementredzoneradio.com . See omnystudio.com/listener for privacy information.