The Retirement RedzoneThe Retirement Redzone

Is Your Portfolio a Haunted House of Clutter?

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The Retirement Redzone

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  
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Is your retirement plan cluttered with accounts, investments, and spreadsheets—while you chase a “magic number” that may not even matter? This episode of Retirement Red Zone with Jason Berge reveals why most retirees don’t hit the million-dollar mark, yet still find satisfaction in retirement. Learn how simplifying your portfolio, focusing on your unique needs, and building a written plan can help you retire on your terms. Discover why debt reduction, realistic budgeting, and ignoring clickbait headlines are key to a confident financial future.

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  1. The Retirement Redzone

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The Retirement Redzone

When you’re in the retirement redzone, it’s time to get serious about your game plan. Jason Bergey o 
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