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 bubble and suggests ways to protect investments. He highlights the value of working with a financial professional and offers resources for scheduling a meeting. The episode concludes with a reminder to prioritize retirement planning and a message of gratitude and well wishes.

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

<p>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 bubble and suggests ways to protect investments. He highlights the value of working with a financial professional and offers resources for scheduling a meeting. The episode concludes with a reminder to prioritize retirement planning and a message of gratitude and well wishes.</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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