Jul 26, 2021
Jason Bergey discusses how the timing of your withdrawals from different types of accounts can have a huge impact on your taxation and how long your money will last. Plus, ways to relieve the stress of financial concerns so you can focus on what really matters.
Jul 19, 2021
Jason Bergey discusses his favorite part of his job - helping people live out their dreams in retirement. Plus, why it's more complicated for small business owners to retire.
Jul 5, 2021
Jason Bergey discusses how he helps people find the amount of money they need to retire comfortably. Plus, how many Americans have a secret account they are hiding from their spouses?