Jason Bergey talks about the power of regularly rebalancing your
portfolio. How often should it be done? Can target date funds
compare to working one-on-one with an advisor?
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.