Old rules of thumb like the 4% withdrawal rate and retiring at 65 are fading fast as retirees face longer lives, rising healthcare costs, and unpredictable markets. In this episode, Jason Bergey explains why it’s time to rethink outdated strategies and focus on a plan tailored to your real needs. Learn how to balance income, growth, and flexibility, why supporting adult children can impact your future, and how to prepare for a retirement that could last 30 years or more. Discover the conversations and planning steps that help you retire on your terms—without unnecessary risk.

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

Old rules of thumb like the 4% withdrawal rate and retiring at 65 are fading fast as retirees face longer lives, rising healthcare costs, and unpredictable markets. In this episode, Jason Bergey explains why it&rsquo;s time to rethink outdated strategies and focus on a plan tailored to your real needs. Learn how to balance income, growth, and flexibility, why supporting adult children can impact your future, and how to prepare for a retirement that could last 30 years or more. Discover the conversations and planning steps that help you retire on your terms&mdash;without unnecessary risk.
Ready to connect with Jason?&nbsp; 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.