On this episode, Jason Bergey discusses the barriers to achieving the American Dream, particularly focusing on financial aspects such as retirement planning, tax efficiency, and social security. He emphasizes the importance of understanding financial documents and the need for effective communication between partners regarding finances. The discussion also highlights the complexities of the tax code and the necessity of seeking professional advice for retirement planning.

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

On this episode, Jason Bergey discusses the barriers to achieving the American Dream, particularly focusing on financial aspects such as retirement planning, tax efficiency, and social security. He emphasizes the importance of understanding financial documents and the need for effective communication between partners regarding finances. The discussion also highlights the complexities of the tax code and the necessity of seeking professional advice for retirement planning.
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

Financial Barriers to the American Dream

In this episode of the Retirement Red Zone, Jason Bergey discusses the importance of retirement planning, strategies for ensuring longevity in retirement, and the recent changes brought about by the Secure 2.0 Act. He emphasizes the need for clarity in financial advice and the significance of understanding one's retirement savings and income strategies. The conversation also touches on the benefits of automatic enrollment in 401ks and the importance of financial education for making informed decisions about retirement savings.

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

In this episode of the Retirement Red Zone, Jason Bergey discusses the importance of retirement planning, strategies for ensuring longevity in retirement, and the recent changes brought about by the Secure 2.0 Act. He emphasizes the need for clarity in financial advice and the significance of understanding one's retirement savings and income strategies. The conversation also touches on the benefits of automatic enrollment in 401ks and the importance of financial education for making informed decisions about retirement savings.
Ready to connect with Jason?  Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

Clarity in Your Finances

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!

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 <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

Best Of: Don't learn the hard way... like Al Pacino

In this episode of Retirement Red Zone, Jason Bergey discusses the importance of legacy and estate planning, using the story of a Christmas tree in Rockefeller Center as a poignant example. He emphasizes the need for a well-structured estate plan to ensure family security and prevent disputes. The conversation shifts to the significance of understanding financial fees and the importance of maintaining a clean and efficient investment portfolio. Jason provides insights on how to achieve a balanced portfolio that aligns with retirement goals while ensuring that clients are aware of the fees they are paying.

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

In this episode of Retirement Red Zone, Jason Bergey discusses the importance of legacy and estate planning, using the story of a Christmas tree in Rockefeller Center as a poignant example. He emphasizes the need for a well-structured estate plan to ensure family security and prevent disputes. The conversation shifts to the significance of understanding financial fees and the importance of maintaining a clean and efficient investment portfolio. Jason provides insights on how to achieve a balanced portfolio that aligns with retirement goals while ensuring that clients are aware of the fees they are paying.
Ready to connect with Jason?  Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

Financial Barriers to the American Dream

The Retirement Redzone

In 1 playlist(s)

The Retirement Redzone

Social links

Follow podcast

Recent clips