Dec 20, 2021
Jason Bergey talks the concerns of playing the stock market. He also discusses if a major market sell off is around the corner, adjusting your life to match inflation, and where is the most popular place to hide presents in your portfolio.
Nov 22, 2021
Jason Bergey discusses how he is helping retirees combat inflation and manage risk in their investments. Plus, how millennials are approaching the investment world and we hear from Philadelphia Eagles' quarterback Jalen Hurts about his philosophy on saving money for the future.
Nov 15, 2021
Jason Bergey discusses some end of year moves that could potentially reduce your tax burden in 2022 and beyond. Plus, have you considered retiring early due to effects of the pandemic? Find out how to know if you're ready for retirement.
Nov 8, 2021
Jason Bergey describes how he helps his clients find confidence in their spending plans for retirement. Many people are afraid to spend from their savings, but as the old saying goes, "You can't take it with you." Find out what Jason has to say on this week's episode!
Oct 25, 2021
Jason Bergey talk's about creating a strategy for dips in the market. He also talks about how you can maximize your dollar in retirement.