Could your retirement savings be at risk from hidden fees and common investment traps? This episode of the Retirement Red Zone with Jason Bergey reveals why target date funds and variable annuities may not be the safe bets they seem, and how DIY retirement planning can lead to costly mistakes. Learn the real story behind spousal Social Security benefits, the dangers of “lazy money,” and why every financial journey needs a personalized approach. Get practical insights to help you avoid pitfalls and make smarter decisions for your future.

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

Could your retirement savings be at risk from hidden fees and common investment traps? This episode of the Retirement Red Zone with Jason Bergey reveals why target date funds and variable annuities may not be the safe bets they seem, and how DIY retirement planning can lead to costly mistakes. Learn the real story behind spousal Social Security benefits, the dangers of &ldquo;lazy money,&rdquo; and why every financial journey needs a personalized approach. Get practical insights to help you avoid pitfalls and make smarter decisions for your future.
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.

The Retirement Redzone

Best Of: DIY Retirement: Are You Setting Yourself Up for Trouble?

Everyone wants to invest like a millionaire—but far fewer plan like one. In this episode, Jason Bergey breaks down why the “magic million‑dollar number” is often misleading and why real success comes from budgeting, balance, and strategy. He explains how market cycles truly work, why diversification matters, and how small habits (yes, even skipping that $10 coffee) can shape long‑term outcomes. Jason also shares how to determine if you’re ready to retire, how to safeguard the nest egg you’ve built, and why personalized planning beats one‑size‑fits‑all formulas every time.

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

Everyone wants to invest like a millionaire&mdash;but far fewer plan like one. In this episode, Jason Bergey breaks down why the &ldquo;magic million‑dollar number&rdquo; is often misleading and why real success comes from budgeting, balance, and strategy. He explains how market cycles truly work, why diversification matters, and how small habits (yes, even skipping that $10 coffee) can shape long‑term outcomes. Jason also shares how to determine if you&rsquo;re ready to retire, how to safeguard the nest egg you&rsquo;ve built, and why personalized planning beats one‑size‑fits‑all formulas every time.
Ready to connect with Jason?&nbsp; Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

The Million‑Dollar Myth

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 ignored. Learn how aggressive risk, outdated strategies, and neglecting annual checkups can derail your future. Discover how hybrid life insurance policies can protect your legacy and provide tax-free benefits for long-term care, ensuring your retirement stays on track.

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

Are you assuming the bull market will keep running&mdash;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&rsquo;t be ignored. Learn how aggressive risk, outdated strategies, and neglecting annual checkups can derail your future. Discover how hybrid life insurance policies can protect your legacy and provide tax-free benefits for long-term care, ensuring your retirement stays on track.
Ready to connect with Jason?&nbsp; Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

Best Of: Is Your Retirement Plan Ready for the Next Market Shakeup?

A new $6,000 senior deduction is just the start—retirement tax planning in 2026 is more complex (and more important) than ever. In this episode, Jason Bergey explains why tax planning isn’t just for April, how the “one big, beautiful bill” changes the game, and why your biggest retirement expense might not be healthcare, but taxes. Learn how to build a personalized income strategy, avoid common estate planning mistakes, and use a checklist to see if you’re truly ready to retire. Discover why it’s never too late—or too early—to get your plan in order.

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

A new $6,000 senior deduction is just the start&mdash;retirement tax planning in 2026 is more complex (and more important) than ever. In this episode, Jason Bergey explains why tax planning isn&rsquo;t just for April, how the &ldquo;one big, beautiful bill&rdquo; changes the game, and why your biggest retirement expense might not be healthcare, but taxes. Learn how to build a personalized income strategy, avoid common estate planning mistakes, and use a checklist to see if you&rsquo;re truly ready to retire. Discover why it&rsquo;s never too late&mdash;or too early&mdash;to get your plan in order.
Ready to connect with Jason?&nbsp; Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

Best Of: DIY Retirement: Are You Setting Yourself Up for Trouble?

The Retirement Redzone

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