Could retirement planning be more like navigating a roundabout than following a straight road? In this episode, Jason Bergey discusses why waiting for the "perfect" time to retire, invest, or create a financial plan can lead to costly delays. He explores the importance of budgeting, evaluating retirement income sources, preparing for estate planning decisions, and addressing factors that can affect wealth transfer, including healthcare costs, longevity, and taxes. Learn why a personalized strategy may matter more than chasing a specific retirement savings number.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

Could retirement planning be more like navigating a roundabout than following a straight road? In this episode, Jason Bergey discusses why waiting for the "perfect" time to retire, invest, or create a financial plan can lead to costly delays. He explores the importance of budgeting, evaluating retirement income sources, preparing for estate planning decisions, and addressing factors that can affect wealth transfer, including healthcare costs, longevity, and taxes. Learn why a personalized strategy may matter more than chasing a specific retirement savings number.
Ready to connect with Jason?&nbsp; Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

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.