Sep 19, 2022
Jason Bergey discusses the importance of protecting your portfolio so the market won't ruin your retirement. He also talks about maximizing your plan to avoid a tax hit, out of the box thinking, and getting tackled by your mom.
Sep 12, 2022
Jason Bergey discusses the importance of de-risking your portfolio as the number of 401(k) millionaires drops. He also talks about waiting until the market comes back and former Pro Football Hall of Famer Warren Moon's transition into retirement.
Aug 29, 2022
Jason Bergey discusses the Inflation reduction Act and how it might affect your pocket. He also talks about what moves you can make now to set yourself up for lower taxes in the future and why is the IRS adding tens of thousands of new agents?
Aug 8, 2022
Jason Bergey discusses active vs. passive responsibility when it comes to planning a retirement with your significant other. He also talks about if it's smart to wait to collect Social Security and what should you do if you come into a large sum of money.
Aug 1, 2022
Jason Bergey discusses the pro's and con's of annuities. He also talks about how you can lower your taxes in retirement, tuning out the noise of the media, and one celebrity's son who doesn't want to rely on his fathers fortune to be financially independent.