Sep 26, 2023
Should you payoff your mortgage before retirement? Jason Bergey discusses the pro's and con's to eliminating a your house payment before retirement. He also discusses the current state of Wall Street and if you should proceed with caution or not.
Sep 20, 2023
What is the most common age to collect social security? Is it also the best age? Jason Bergey discusses how to build a personal plan for every account in your portfolio. He also talks about the potential for volatility in the market and the type of relationship you should have with your advisor.
Aug 21, 2023
Why are baby boomers retiring with less money? Jason Bergey discusses a new study that shows more people retiring with less money in their pocket. He also talks about schools implementing financial education into the curriculum and the effects it will have on their future.
Jul 17, 2023
Much like with time and technology things become outdated, and the same can be true with your portfolio. Although how would you know? Jason Bergey discusses the steps you should take to get a checkup on your finances and why using a professional can help. He also the importance of having an updated estate plan and how...
Jun 26, 2023
What is the biggest expense retirees underestimate? Jason Bergey discusses what you need to prepare for in retirement both mentally and financially. He also talks about what you should do now so that you can retire on your own terms and a Hollywood icon is leaving the workforce.