Jason Bergey and Kevin McAlpin tackle the penalties that you should be looking out for in your retirement plan. Don't get a flag on the play, take a listen and make sure you're on track with your retirement!

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

Jason Bergey and Kevin McAlpin tackle the penalties that you should be looking out for in your retirement plan. Don't get a flag on the play, take a listen and make sure you're on track with your retirement!
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

Flag on the play: retirement penalties to look out for

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!

Best Of: Clarity in Your Finances

Jason Bergey and Kevin McAlpin discuss the intersection of retirement planning and enjoying life, using Jon Bon Jovi's reflections on aging and health as a backdrop. He emphasizes the importance of having a plan for retirement that includes not just financial aspects but also finding purpose and joy in life after work. The discussion covers the significance of maintaining relationships, engaging in hobbies, and budgeting for desired experiences in retirement.

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

Jason Bergey and Kevin McAlpin discuss the intersection of retirement planning and enjoying life, using Jon Bon Jovi's reflections on aging and health as a backdrop. He emphasizes the importance of having a plan for retirement that includes not just financial aspects but also finding purpose and joy in life after work. The discussion covers the significance of maintaining relationships, engaging in hobbies, and budgeting for desired experiences in retirement.
Ready to connect with Jason?  Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

Best Of: Lessons in Retirement from Bon Jovi and Jason Bergey

Jason Bergey discusses the parallels between coaching and teaching, the importance of financial planning for retirement, and the significance of defining personal retirement goals. He emphasizes the need for proper estate planning and understanding the risks associated with retirement, including market volatility and debt management. The discussion highlights the importance of having multiple income streams and being proactive in financial planning to ensure a fulfilling retirement.

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

Jason Bergey discusses the parallels between coaching and teaching, the importance of financial planning for retirement, and the significance of defining personal retirement goals. He emphasizes the need for proper estate planning and understanding the risks associated with retirement, including market volatility and debt management. The discussion highlights the importance of having multiple income streams and being proactive in financial planning to ensure a fulfilling retirement.
Ready to connect with Jason?  Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

Flag on the play: retirement penalties to look out for

In 1 playlist(s)

The Retirement Redzone

Social links

Follow podcast

Recent clips