Jason Bergey and Kevin McAlpin discuss the financial lessons learned from Al Pacino's experience with losing money to a Ponzi scheme. Jason emphasizes the importance of choosing the right financial advisor, understanding fiduciary responsibilities, and the value of health savings accounts (HSAs) for retirement planning. The conversation highlights the need for financial literacy and proactive planning to ensure a secure retirement.

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

<p>Jason Bergey and Kevin McAlpin discuss the financial lessons learned from Al Pacino's experience with losing money to a Ponzi scheme. Jason emphasizes the importance of choosing the right financial advisor, understanding fiduciary responsibilities, and the value of health savings accounts (HSAs) for retirement planning. The conversation highlights the need for financial literacy and proactive planning to ensure a secure retirement.</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.

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