Everyone wants to invest like a millionaire—but far fewer plan like one. In this episode, Jason Bergey breaks down why the “magic million‑dollar number” is often misleading and why real success comes from budgeting, balance, and strategy. He explains how market cycles truly work, why diversification matters, and how small habits (yes, even skipping that $10 coffee) can shape long‑term outcomes. Jason also shares how to determine if you’re ready to retire, how to safeguard the nest egg you’ve built, and why personalized planning beats one‑size‑fits‑all formulas every time.

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

Everyone wants to invest like a millionaire&mdash;but far fewer plan like one. In this episode, Jason Bergey breaks down why the &ldquo;magic million‑dollar number&rdquo; is often misleading and why real success comes from budgeting, balance, and strategy. He explains how market cycles truly work, why diversification matters, and how small habits (yes, even skipping that $10 coffee) can shape long‑term outcomes. Jason also shares how to determine if you&rsquo;re ready to retire, how to safeguard the nest egg you&rsquo;ve built, and why personalized planning beats one‑size‑fits‑all formulas every time.
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.