Dec 19, 2022
Jason Bergey discusses ways to make your money work for you outside of just a 401(k). He also talks about changes for the worse in the financial world, how often should you check your accounts, and what is a legacy plan?
Dec 5, 2022
Are you ready to retire now or are you able to retire now? Jason Bergey discusses how to answer these questions and how to create an income plan for the future. He also talks about the best decade of your life and what financial advice he wishes he had then.
Nov 21, 2022
Is the deepest part of the recession ahead of us? Jason Bergey discusses this and why putting your portfolio on autopilot may be putting you at risk.
Oct 17, 2022
Are you creating an income stream to combat market volatility? Jason Bergey discusses Social Security cost of living adjustment and creating a plan for what to do in retirement. He also discusses competition fishermen who got caught red handed.
Oct 10, 2022
Jason Bergey discusses what you might be missing in your 401(k). He also talks about the outdated rules for retirement, continuing to work in retirement, and have we seen the end of interest rate hikes?