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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Financial Barriers to the American Dream
On this episode, Jason Bergey discusses the barriers to achieving the American Dream, particularly focusing on financial aspects such as retirement planning, tax efficiency, and social security. He emphasizes the importance of understanding financial documents and the need for effective communicati…
12:17
Clarity in Your Finances
In this episode of the Retirement Red Zone, Jason Bergey discusses the importance of retirement planning, strategies for ensuring longevity in retirement, and the recent changes brought about by the Secure 2.0 Act. He emphasizes the need for clarity in financial advice and the significance of under…
11:28
Best Of: Don't learn the hard way... like Al Pacino
Jason Bergey and Kevin McAlpin discuss the financial lessons learned from Al Pacino's experience with losing money to a Ponzi scheme. Jason emphasizes the importance of choosing the right financial advisor, understanding fiduciary responsibilities, and the value of health savings accounts (HSAs) fo…
10:08
The Legacy of a Christmas Tree and Your Retirement Plan
In this episode of Retirement Red Zone, Jason Bergey discusses the importance of legacy and estate planning, using the story of a Christmas tree in Rockefeller Center as a poignant example. He emphasizes the need for a well-structured estate plan to ensure family security and prevent disputes. The …
12:19
Football, Family and Retirement
Jason Bergey and Kevin McAlpin discuss the fast-paced nature of football seasons, the importance of estate planning, and how to prepare financially for retirement. Jason emphasizes the need for clear communication regarding estate plans to avoid family disputes and highlights the significance of fi…
12:05
Potentials and Pitfalls of Social Security
Jason Bergey discusses the importance of planning for retirement, emphasizing the need for a solid budget and income plan. He explains the intricacies of social security benefits and the potential pitfalls of delaying benefits. The conversation also touches on the significance of long-term care ins…
12:48
Don't learn the hard way... like Al Pacino
Jason Bergey and Kevin McAlpin discuss the financial lessons learned from Al Pacino's experience with losing money to a Ponzi scheme. Jason emphasizes the importance of choosing the right financial advisor, understanding fiduciary responsibilities, and the value of health savings accounts (HSAs) fo…
10:08
Lessons in Retirement from Bon Jovi and Jason Bergey
Jason Bergey and Kevin McAlpin discuss the intersection of retirement planning and enjoying life, using Jon Bon Jovi's reflections on aging and health as a backdrop. He emphasizes the importance of having a plan for retirement that includes not just financial aspects but also finding purpose and jo…
10:54
Best Of: The Emotional Journey of Retirement
Jason Bergey and Jerry Payne discuss unique experiences, particularly an interview with the band Lynyrd Skynyrd, and delve into the themes of teamwork, longevity, and the fears surrounding retirement. They explore how passion and respect contribute to lasting relationships, both in music and in ret…
11:18
Best Of: Navigating Market Uncertainty: The Impact of the Election
The conversation discusses the recent market volatility and the importance of managing risk in retirement. It emphasizes the need to be cautious and not take unnecessary risks. The hosts also talk about the role of advisors in protecting clients' investments and providing peace of mind. They highli…
11:54