Aug 30, 2021
Jason Bergey reacts to a recent story out of Baltimore about firefighters and police having their pension benefits delayed by 5 years. What could this mean for you if you have a pension? Plus, why Roth conversions might not always be the best idea.
Aug 23, 2021
Jason Bergey discusses a few things to be preparing for on this week's podcast. Inflation, increasing taxes, and why now is a critical time to reassess your portfolio's allocation.
Aug 9, 2021
Jason Bergey talks about the power of regularly rebalancing your portfolio. How often should it be done? Can target date funds compare to working one-on-one with an advisor?
Aug 2, 2021
Jason Bergey discusses how to properly establish and keep an emergency fund. Plus, tips on generating income and what can happen if we see a market correction as you approach your retirement years.