The Retirement Redzone
The Retirement Redzone
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…Social links:
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How does an election year affect the market?
How does an election year affect the market? Jason Bergey discusses the financial changes you most commonly see during an election year and the role it plays on your retirement plan. He also talks about what percentage of your savings you should be able to spend in retirement and not be worried.
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Ron White's Tax Plan in Retirement!
Comedian Ron White is coming out of retirement and jokes that it may be because of his tax plan. Jason Bergey discusses why it's important to have a complete retirement plan that includes tax. He also talks about Philadelphia Eagle's Center, Jason Kelce, and his potential transition into retirement…
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Taking advantage of interests rates in retirement
What alternative options do you have right now to take advantage of high interest rates in your retirement plan? Jason Bergey discusses how to utilize the tools available to you and your portfolio. He also talks about what should come with financial warning label and what a snow day looks like in r…
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Removing luck from your retirement plan
Is being lucky just gambling with your retirement savings? Jason Bergey discusses the tools that you can utilize when it comes to retirement. He also talks about creating mailbox money!
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How will the 2024 election affect retirees?
How will the 2024 election affect retirees? Jason Bergey discuss how the upcoming presidential election could affect your finances in retirement. He also talks about the fees hiding in your 401(K).
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Financial boxes you need to check before the end of the year
Do you know which financial boxes you haven't checked before the end of the year? Why is that even important? Jason Bergey breaks down why you need to start future planning now before it's 2024. He also talks about who you should and should not ask for financial advice.
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What can war do to the market?
What can war do to the market? Jason Bergey talks about the current conflicts overseas and wars have traditionally affected portfolios in the past. He also discusses the pros and cons to being in cash right now and a list of the villains who can wreck your retirement.
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How can a war affect your retirement?
How can a war affect your retirement? Jason Bergey discusses the current political climate in the world and how it can play a role in your portfolio. He also discusses what you should do with a 401(K) from a previous employer, as well as what you should be doing now for higher taxes in the future.
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The best gift you can give yourself in retirement
What is the best gift you can give yourself in retirement? Jason Bergey discusses the importance of creating confidence in your portfolio. He also talks about why DIY'ing your taxes could cost you more and if we will see a reduction in social security next year.
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Should you payoff your mortgage before retirement?
Should you payoff your mortgage before retirement? Jason Bergey discusses the pro's and con's to eliminating a your house payment before retirement. He also discusses the current state of Wall Street and if you should proceed with caution or not.
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