Sep 19, 2022
Jason Bergey discusses the importance of protecting your portfolio so the market won't ruin your retirement. He also talks about maximizing your plan to avoid a tax hit, out of the box thinking, and getting tackled by your mom.
Sep 12, 2022
Jason Bergey discusses the importance of de-risking your portfolio as the number of 401(k) millionaires drops. He also talks about waiting until the market comes back and former Pro Football Hall of Famer Warren Moon's transition into retirement.