Jason Bergey discusses why it's a good idea to look at your
investments with a skeptical eye right now. Plus, how grandparents
can effectively transfer wealth to their heirs and we remember the
events of September 11th, 2001.
About the Podcast
When you’re in the retirement redzone, it’s time to get serious about your game plan. Jason Bergey of Pennsylvania Wealth Management has been helping people get to the goal line for more than 20 years. Jason credits his dad, pro football legend Bill Bergey, with passing down great financial lessons and a tough work ethic. And as a husband and father to 4 sons, he’s passing on those lessons to them as well. Have a question for Jason? Drop him an e-mail at www.retirementredzoneradio.com.