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The Retirement RedzoneEpisodes
Episodes of The Retirement Redzone
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In this episode of Retirement Red Zone Radio, Jason Bergey from Pennsylvania Wealth Management discusses the topic of taxes and the importance of having a tax plan in retirement. He highlights Warren Buffett's comments on taxes and the disparit
Jason Bergey discusses the importance of financial freedom in retirement and the need for a solid retirement plan. He emphasizes the value of having a trusted advisor who is accessible to clients. The conversation also touches on the potential
Jason Bergey of Pennsylvania Wealth Management discusses the importance of a mid-year financial checkup and offers tips on what to review. He emphasizes the need to assess contributions, withholding, asset allocation, and estate planning. Jason
In this episode, Jason Bergey discusses the potential impact of rate hikes on the economy and the politicization of the Federal Reserve. He also explores the benefits of locking in guaranteed rates for retirement savings and strategies to minim
In this episode of Retirement Red Zone Radio, Jason Bergey discusses the importance of avoiding financial mistakes in retirement. He compares retirement planning to avoiding blown calls in sports and emphasizes the need for careful consideratio
Jason Bergey covers a range of financial topics, including stock market performance, retirement planning, annuities, estate planning, and the impact of higher interest rates. Jason, along with Jerry Payne, provide insights and advice on these s
In this episode of the Retirement Red Zone podcast, Jason Bergey discusses various financial topics related to retirement. He addresses the misconception that cash is a bad investment and highlights the benefits of short-term CDs and fixed annu
In this episode of Retirement Red Zone Radio, Jason Bergey from Pennsylvania Wealth Management discusses the topic of taxes and the importance of having a tax plan in retirement. He highlights Warren Buffett's comments on taxes and the disparit
Based on a Tom Hanks sound bite, Jason and Jerry discuss retirement planning and the importance of time in financial planning. They emphasize the need for a solid retirement plan and budget, as well as the right timing to start planning. They a
Americans have a negative reaction to the word 'budget' and often avoid knowing where their money goes. However, a budget is essential for a successful retirement. A recent poll found that 70% of Americans believe a budget would help them, but
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 shoul
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, Ja
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 fina
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! See omnystudio.com/listener for privacy information.
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). See omnystudio.com/listener for privacy inform
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
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 ca
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 y
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 s
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 no
What is the most common age to collect social security? Is it also the best age? Jason Bergey discusses how to build a personal plan for every account in your portfolio. He also talks about the potential for volatility in the market and the typ
Why are baby boomers retiring with less money? Jason Bergey discusses a new study that shows more people retiring with less money in their pocket. He also talks about schools implementing financial education into the curriculum and the effects
Much like with time and technology things become outdated, and the same can be true with your portfolio. Although how would you know? Jason Bergey discusses the steps you should take to get a checkup on your finances and why using a professiona
What is the biggest expense retirees underestimate? Jason Bergey discusses what you need to prepare for in retirement both mentally and financially. He also talks about what you should do now so that you can retire on your own terms and a Holly
When will you be able to walk away from the workforce and call it a day? Is there a set number you need in your account to be able to do so? Jason Bergey discusses the signs you should be looking for to make sure your portfolio is on track. He
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