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!

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

Lessons in Retirement from Bon Jovi and Jason Bergey

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!

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!

Lessons in Retirement from Bon Jovi and Jason Bergey

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