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!

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 <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.

The Retirement Redzone

The Importance of a Mid-Year Financial Checkup

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 bonds and the potential effects of tax hikes on the economy. The importance of having a retirement plan and creating a sustainable income stream is emphasized. The episode concludes with a reminder to thank veterans and a message of gratitude.

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

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 bonds and the potential effects of tax hikes on the economy. The importance of having a retirement plan and creating a sustainable income stream is emphasized. The episode concludes with a reminder to thank veterans and a message of gratitude.
Ready to connect with Jason?  Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

Best of: Creating a Sustainable Income Stream

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 the population. Jason also mentions the potential tax increases under the Biden administration and the concern over taxing unrealized capital gains. The conversation then shifts to the importance of seeking professional help for retirement planning and the risks of DIY investing. Jason emphasizes the need for a comprehensive retirement plan that includes income planning, investment planning, and tax planning.

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

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 the population. Jason also mentions the potential tax increases under the Biden administration and the concern over taxing unrealized capital gains. The conversation then shifts to the importance of seeking professional help for retirement planning and the risks of DIY investing. Jason emphasizes the need for a comprehensive retirement plan that includes income planning, investment planning, and tax planning.
Ready to connect with Jason?  Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

Best Of: The Importance of Having a Tax Plan 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 savings and explores alternative options for saving for retirement.

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

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 savings and explores alternative options for saving for retirement.
Ready to connect with Jason?  Visit <a href="https://pawealthmanagement.com/contact/">The Retirement Red Zone</a> today!

The Importance of a Mid-Year Financial Checkup

The Retirement Redzone

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