Social Security Math: Why Simplicity Wins in Retirement Planning

Many retirees feel anxious about spending their savings, but the real key to enjoying retirement is having a clear, reliable income plan. In this episode, Jason Bergey explains how annuities can boost spending confidence, why a well-structured withdrawal strategy matters, and how to avoid common pi…

Best Of: Family, Fees, and the Power of Getting Organized

What if the biggest threat to your legacy is leaving your estate plan unfinished? Jason Bergey shares real-life stories of family drama, overlooked beneficiaries, and the pitfalls of scattered financial advice. Learn why clear estate planning, regular beneficiary updates, and working with a profess…

Best Of: From Overwhelmed to Empowered: Navigating Retirement Decisions

What if the biggest risk in retirement is making decisions without the right guidance? Jason Bergey explains why choosing a fiduciary, asking smart questions, and understanding Social Security timing are crucial for your financial future. Learn how to avoid common pitfalls, why personalized advice …

Plan B for Your Nest Egg: Why Flexibility Beats Certainty

What if the biggest risk to your retirement isn’t the market, but the unexpected curveballs life throws your way? In this episode, Jason Bergey reveals how to spot hidden risks, protect your nest egg, and build a flexible plan that adapts to surprises—whether it’s sudden layoffs, health changes, or…

Best Of Retire or Rewire? Navigating Work, Income, and Meaning

What if your retirement side hustle could cost you more than it pays? Jason Bergey explores the hidden impacts of working in retirement—from taxes and Social Security to Medicare and personal purpose. Learn why every extra dollar matters, how to avoid costly mistakes, and why a flexible financial p…

Can You Save Too Much for Retirement?

Can you save too much for retirement—and what happens if you do? This episode of Retirement Red Zone with Jason Bergey explores the balance between diligent saving and enjoying life, the risks of leaving a tax burden to your heirs, and how to handle inheritances and sentimental assets without creat…

Is Your Retirement Plan Ready for the Next Market Shakeup?

Are you assuming the bull market will keep running—or is your retirement plan ready for the next downturn? This episode of Retirement Red Zone with Jason Bergey explores the dangers of relying on market momentum, the importance of regular portfolio reviews, and why long-term care planning can’t be …

The Three Tax Traps That Could Derail Your Retirement

Is your retirement plan ready for the tax surprises and market swings ahead? This episode of Retirement Red Zone with Jason Bergey breaks down the three tax areas retirees can’t afford to ignore—income, gifts, and property—and explains how smart planning can keep more money in your pocket. Learn wh…

Is Your Portfolio a Haunted House of Clutter?

Is your retirement plan cluttered with accounts, investments, and spreadsheets—while you chase a “magic number” that may not even matter? This episode of Retirement Red Zone with Jason Berge reveals why most retirees don’t hit the million-dollar mark, yet still find satisfaction in retirement. Lear…

The “One More Year” Trap

What happens when “just one more year” at work turns into missing out on the retirement you’ve earned? This episode of Retirement Red Zone with Jason Bergey explores the emotional and financial traps that keep people working longer than planned. Learn how to coordinate Social Security, pensions, an…