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:
164 clip(s) in playlist
Best Of: Clarity in Your Finances
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 under…
11:28
Flag on the play: retirement penalties to look out for
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!
11:06
Best Of: Lessons in Retirement from Bon Jovi and Jason Bergey
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 jo…
10:54
Best Of: Creating a Fulfilling Retirement
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 ma…
18:30
Financial Barriers to the American Dream
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 communicati…
12:17
Clarity in Your Finances
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 under…
11:28
Best Of: Don't learn the hard way... like Al Pacino
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) fo…
10:08
The Legacy of a Christmas Tree and Your Retirement Plan
In this episode of Retirement Red Zone, Jason Bergey discusses the importance of legacy and estate planning, using the story of a Christmas tree in Rockefeller Center as a poignant example. He emphasizes the need for a well-structured estate plan to ensure family security and prevent disputes. The …
12:19
Football, Family and Retirement
Jason Bergey and Kevin McAlpin discuss the fast-paced nature of football seasons, the importance of estate planning, and how to prepare financially for retirement. Jason emphasizes the need for clear communication regarding estate plans to avoid family disputes and highlights the significance of fi…
12:05
Potentials and Pitfalls of Social Security
Jason Bergey discusses the importance of planning for retirement, emphasizing the need for a solid budget and income plan. He explains the intricacies of social security benefits and the potential pitfalls of delaying benefits. The conversation also touches on the significance of long-term care ins…
12:48