The Retirement RedzoneThe Retirement Redzone

Best Of: Changing Financial Advisors: When and How

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Jason Bergey and Jerry Payne discuss various topics including running with the bulls in Spain, fishing, changing financial advisors, and retirement planning. They also address the misconception that retiring at 62 is always the best option and highlight the importance of considering factors like healthcare costs and longevity. Jason emphasizes the need for personalized financial planning and ensuring a secure retirement. The conversation ends with a reminder to stay informed and engaged as citizens of the United States.

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  1. The Retirement Redzone

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The Retirement Redzone

When you’re in the retirement redzone, it’s time to get serious about your game plan. Jason Bergey o 
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