Oct 11, 2021
Jason Bergey discusses some examples of clients who have relocated in retirement and what to consider if you're thinking about doing the same. Plus, find out which celebrity is celebrating his 90th year on Earth by going to outer space!
Sep 27, 2021
Jason Bergey reacts to a rocky week in the stock market and talks about how he helps his clients find strategies that work for their specific situation. Plus, Bill Murray's favorite piece of financial advice and Jason shares some of his favorite advice from his father.
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.