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.
Oct 18, 2021
Jason Bergey discusses the most common fears of retirees, according to a recent Kiplinger survey. Plus, how taxes become the highest expense for retirees and the possibility of the IRS monitoring your bank accounts.
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!