Sep 20, 2021
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?
Sep 13, 2021
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.
Sep 6, 2021
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.
Aug 30, 2021
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.
Aug 23, 2021
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.