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 insurance and annuities, as well as the importance of tailoring retirement plans to individual needs and goals. The episode concludes with a reminder of the value of laughter and enjoying life in retirement.

Ready to connect with Jason?  Visit The Retirement Red Zone today!

<p>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 insurance and annuities, as well as the importance of tailoring retirement plans to individual needs and goals. The episode concludes with a reminder of the value of laughter and enjoying life in retirement.</p>
<p>Ready to connect with Jason?  Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!</p>

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.

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