May 30, 2022
Jason Bergey discusses the options you have when creating a retirement plan today. He also talks about inflation affecting your summer plans and if you should have gold in portfolio.
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.