Can you save too much for retirement—and what happens if you do? This episode of Retirement Red Zone with Jason Bergey explores the balance between diligent saving and enjoying life, the risks of leaving a tax burden to your heirs, and how to handle inheritances and sentimental assets without creating family stress. Learn why working with an advisor matters, how to plan for legacy and taxes, and why clear communication is key to making your wealth a true gift. Discover practical strategies for decluttering your estate and preserving your family’s future.

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

Can you save too much for retirement&mdash;and what happens if you do? This episode of Retirement Red Zone with Jason Bergey explores the balance between diligent saving and enjoying life, the risks of leaving a tax burden to your heirs, and how to handle inheritances and sentimental assets without creating family stress. Learn why working with an advisor matters, how to plan for legacy and taxes, and why clear communication is key to making your wealth a true gift. Discover practical strategies for decluttering your estate and preserving your family&rsquo;s 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.

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