Mar 20, 2023
What caused the Silicon Valley Bank to collapse and what does the ripple effect look like? Jason Bergey discusses the importance of becoming financially confident now and managing risk in your portfolio, He also talks about if we will see a market pullback later this year and FOMO over fixed income products.
Mar 6, 2023
What is the biggest fear in retirement? Jason Bergey discusses why it's important to stay up to date on tax laws. He also talks planning for future inflation and has tipping gotten out of control?
Mar 6, 2023
Can artificial intelligence create a retirement plan? Jason Bergey breaks down what AI is missing and the benefits to meeting with a real person. He also discusses the upcoming Super Bowl and sits down with his dad and Eagles Hall of Fame Linebacker Bill Bergey to discuss the big game.
Feb 6, 2023
How long should an initial meeting with an advisor last? Jason Bergey discusses this, as well as, the best states to retire in and if you should have gold in your portfolio. Then he welcomes on Philadelphia Eagles Hall of Famer Bill Bergey to discuss the Eagles chances of bringing home the big win!
Jan 30, 2023
Is a 60/40 portfolio going to make a comeback? Jason Bergey discusses a famous Wayne Gretzky quote and compares it to creating a retirement plan. He also breaks down the 5 questions you should ask your financial advisor.