The Retirement Redzone
The Retirement Redzone
Playlist by The Retirement RedzoneWhen 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…Follow the podcast:
137 clip(s) in playlist
Best Of: The Importance of Having a Tax Plan in Retirement
In this episode of Retirement Red Zone Radio, Jason Bergey from Pennsylvania Wealth Management discusses the topic of taxes and the importance of having a tax plan in retirement. He highlights Warren Buffett's comments on taxes and the disparity in tax payments between the top 1% and the rest of th…
10:02
Financial Freedom in Retirement
Jason Bergey discusses the importance of financial freedom in retirement and the need for a solid retirement plan. He emphasizes the value of having a trusted advisor who is accessible to clients. The conversation also touches on the potential elimination of pre-tax contributions to retirement savi…
11:03
The Importance of a Mid-Year Financial Checkup
Jason Bergey of Pennsylvania Wealth Management discusses the importance of a mid-year financial checkup and offers tips on what to review. He emphasizes the need to assess contributions, withholding, asset allocation, and estate planning. Jason also addresses concerns about a potential stock market…
11:22
The Potential Impact of Rate Hikes on the Economy
In this episode, Jason Bergey discusses the potential impact of rate hikes on the economy and the politicization of the Federal Reserve. He also explores the benefits of locking in guaranteed rates for retirement savings and strategies to minimize taxes on required minimum distributions. The conver…
09:57
The Advantages of Early Retirement Planning
In this episode of Retirement Red Zone Radio, Jason Bergey discusses the importance of avoiding financial mistakes in retirement. He compares retirement planning to avoiding blown calls in sports and emphasizes the need for careful consideration of long-term care, investment strategies, and social …
13:36
The Role of Annuities in Retirement Planning
Jason Bergey covers a range of financial topics, including stock market performance, retirement planning, annuities, estate planning, and the impact of higher interest rates. Jason, along with Jerry Payne, provide insights and advice on these subjects, addressing concerns about the economy, market …
14:57
Creating a Sustainable Income Stream
In this episode of the Retirement Red Zone podcast, Jason Bergey discusses various financial topics related to retirement. He addresses the misconception that cash is a bad investment and highlights the benefits of short-term CDs and fixed annuities. He also explains the impact of interest rates on…
09:54
The Importance of Having a Tax Plan in Retirement
In this episode of Retirement Red Zone Radio, Jason Bergey from Pennsylvania Wealth Management discusses the topic of taxes and the importance of having a tax plan in retirement. He highlights Warren Buffett's comments on taxes and the disparity in tax payments between the top 1% and the rest of th…
10:02
Finding the Right Financial Advisor
Based on a Tom Hanks sound bite, Jason and Jerry discuss retirement planning and the importance of time in financial planning. They emphasize the need for a solid retirement plan and budget, as well as the right timing to start planning. They also touch on the role of a financial advisor and the im…
10:02
The Importance of a Budget for Retirement
Americans have a negative reaction to the word 'budget' and often avoid knowing where their money goes. However, a budget is essential for a successful retirement. A recent poll found that 70% of Americans believe a budget would help them, but 40% admit to never having one. A spending plan is a bet…
10:40