If you spend more time filling out a March Madness bracket than reviewing your retirement plan, you’re not alone—but that imbalance can matter. In this episode, Jason Bergey uses bracket season as a lens to discuss why many people obsess over short‑term competitions while ignoring long‑term financial decisions. The conversation covers common blind spots like outdated beneficiaries, overlooked tax strategies, limited investment options inside workplace plans, and the emotional side of money decisions. It’s a practical reminder that retirement planning isn’t about luck—it’s about attention, clarity, and consistent review.

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