When was the last time you “cleaned up” your retirement plan instead of your inbox? In this episode, Jason Bergey explains why simplifying your portfolio, eliminating duplicate holdings, and organizing accounts can reduce confusion and improve clarity as retirement approaches. The conversation highlights the importance of diversification, creating distinct income and growth buckets, and avoiding the stress of scattered investments. Jason also discusses how unexpected life events—like rising healthcare needs—can disrupt retirement and why planning ahead, including long-term care considerations, may help you prepare for those moments.

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

When was the last time you &ldquo;cleaned up&rdquo; your retirement plan instead of your inbox? In this episode, Jason Bergey explains why simplifying your portfolio, eliminating duplicate holdings, and organizing accounts can reduce confusion and improve clarity as retirement approaches. The conversation highlights the importance of diversification, creating distinct income and growth buckets, and avoiding the stress of scattered investments. Jason also discusses how unexpected life events&mdash;like rising healthcare needs&mdash;can disrupt retirement and why planning ahead, including long-term care considerations, may help you prepare for those moments.
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.