May 8, 2023
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.
Apr 17, 2023
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.
Apr 10, 2023
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.
Mar 20, 2023
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.
Mar 6, 2023
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?