May 23, 2022
Jason Bergey discusses the hardest part about retirement and you might be surprised by his answer. He also talks about how you can learn more about your advisor and if it's possible to retire during a market pullback.
May 16, 2022
Jason Bergey discusses creating a retirement plan with actor and comedian Bill Murray. He also talks about the maximizing your social security, putting digital assets in your retirement plan, and avoiding financial regrets.
May 2, 2022
Jason Bergey discusses the benefits of having a real person advisor as opposed to a robo advisor. He also talk's about the financial strain that can be created from keeping up with the Joneses.
Apr 25, 2022
Jason Bergey discusses speculation on a market pullback. He also talks about creating your retirement number and things you thought meant someone was rich when you were a kid.
Apr 11, 2022
Jason Bergey discusses hidden fee's you might not know about in your portfolio. He also talks about annuities and if it's right for you, as well as if there's an age where you should start investing.