Jun 27, 2022
Jason Bergey discusses the challenges retirees are facing right now. He also talks about the right time to take social security, fear of retiring, and how to become more tax efficient.
Jun 13, 2022
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.
May 30, 2022
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.
May 23, 2022
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.
May 16, 2022
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.