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.

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

<p>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.</p>
<p>Ready to connect with Jason?  Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!</p>

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.

Advertisement