Preparing for Retirement Before It’s Forced on You

Planning to work longer doesn’t always mean you’ll get the chance. In this episode, Jason Bergey explains why nearly half of recent retirees left the workforce earlier than expected—and how health issues, layoffs, or caregiving can quickly change even the best‑laid plans. The conversation explores …

Retirement Success Starts With a Paycheck That Doesn't Come From Work

A large nest egg may not bring peace of mind if you're unsure how to turn it into reliable income. In this episode, Jason Bergey explains why guaranteed income can serve as the foundation of a retirement plan and how flexibility can help retirees adapt to changing expenses, healthcare costs, and ev…

Why a Million Dollars Isn’t Always a Million Dollars

Simplifying your life may be trendy—but simplifying your retirement plan could matter even more. This episode explores why many people enter retirement with scattered accounts, unclear income expectations, and unexpected tax surprises. Jason Bergey discusses the difference between “paper wealth” an…

A Buyout Offer Sounds Great, But What's the Real Cost?

A buyout package may look attractive at first glance, but what happens after the money arrives? In this episode, Jason Bergey discusses the key factors to consider before accepting a severance or buyout offer, including healthcare costs, retirement timelines, long-term income needs, and tax implica…

Are You Stuck in a Retirement Planning Roundabout?

Could retirement planning be more like navigating a roundabout than following a straight road? In this episode, Jason Bergey discusses why waiting for the "perfect" time to retire, invest, or create a financial plan can lead to costly delays. He explores the importance of budgeting, evaluating reti…

Retirement Is Just the Beginning—Now What?

What happens after you reach retirement may matter even more than getting there. In this episode, Jason Bergey outlines why focusing only on the retirement date can leave major gaps in planning for the years that follow. The conversation explores the importance of having a purpose, managing lifesty…

The Retirement Budget Mistake That Can Change Everything

Could continuing to save money in retirement actually work against your financial plan? In this episode, Jason Bergey explores the balance between enjoying retirement today and preparing for future expenses. He explains why building a realistic budget is the foundation of a successful income strate…

Are You Chasing a Savings Goal Instead of a Retirement Plan?

A million dollars sounds like the retirement target everyone should chase—but what if that number has nothing to do with your retirement success? In this episode, Jason Bergey explains why income, spending needs, and adaptability matter far more than an arbitrary savings goal. He discusses how reti…

Why AI Advice Can Miss the Mark in Retirement

Free financial advice from AI might sound tempting—but it can quietly create bigger problems near retirement. In this episode, Jason Bergey discusses why relying on headlines, market noise, or computer‑generated guidance can lead to costly missteps. The conversation covers inflation, healthcare cos…

Best Of: Preparing for Retirement Before It’s Forced on You

Planning to work longer doesn’t always mean you’ll get the chance. In this episode, Jason Bergey explains why nearly half of recent retirees left the workforce earlier than expected—and how health issues, layoffs, or caregiving can quickly change even the best‑laid plans. The conversation explores …