The Retirement Redzone

Planning to work longer doesn’t always mean you’ll get the chance. In this episode, Jason Bergey explains why nearly half of recent retirees left the workforce earlier than expected—and how health issues, layoffs, or caregiving can quickly change even the best‑laid plans. The conversation explores building backup income strategies, preparing for forced early retirement, reducing fixed expenses ahead of time, and avoiding rushed Social Security decisions. Jason also discusses why retirement happiness depends on more than money, including structure, purpose, and realistic expectations for life after the paycheck stops. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Ignoring rebalancing can quietly turn a retirement portfolio into a much bigger risk than you realize. In this episode, Jason Bergey explains why many near‑retirees never rebalance their accounts—and how that oversight can magnify risk just as income becomes crucial. The discussion covers rebalancing basics, sequence‑of‑returns risk, misunderstood retirement jargon like RMDs, and why “moderate” portfolios are often far more aggressive than people think. Jason also breaks down how thoughtful adjustments can help align risk, income needs, and long‑term goals before retirement decisions become permanent. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

A new $6,000 senior deduction is just the start—retirement tax planning in 2026 is more complex (and more important) than ever. In this episode, Jason Bergey explains why tax planning isn’t just for April, how the “one big, beautiful bill” changes the game, and why your biggest retirement expense might not be healthcare, but taxes. Learn how to build a personalized income strategy, avoid common estate planning mistakes, and use a checklist to see if you’re truly ready to retire. Discover why it’s never too late—or too early—to get your plan in order. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Getting hit with a tax bill in retirement usually isn’t bad luck—it’s lack of planning. In this episode, Jason Bergey explains why many retirees are surprised by taxes on Social Security, IRAs, and income timing, even after decades of saving. The discussion breaks down the difference between simply filing taxes and proactively planning for them, along with how different income sources are taxed in retirement. Jason also addresses confusion around annuities, guaranteed income strategies, and why understanding how money is withdrawn can make a meaningful difference over time. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

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!See omnystudio.com/listener for privacy information.

Free financial advice from AI might sound tempting—but it can quietly create bigger problems near retirement. In this episode, Jason Bergey discusses why relying on headlines, market noise, or computer‑generated guidance can lead to costly missteps. The conversation covers inflation, healthcare costs before Medicare, market volatility tied to global conflict, and the limits of AI when it comes to real‑world planning. Jason explains why retirement decisions require context, accountability, and a human perspective—especially when income, taxes, and long‑term stability are on the line. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

When headlines get loud, emotional decisions can quietly derail retirement plans. In this episode, Jason Bergey discusses how reacting to market volatility, geopolitical conflict, and oil‑driven inflation often leads to costly mistakes—especially for those nearing retirement. The conversation explores why selling in fear or chasing rebounds can lock in losses, how diversification and income planning act as preventative care, and why having “safe money” buckets can reduce pressure during uncertain markets. Jason also explains why retirement planning works best when it’s proactive, disciplined, and focused on long‑term outcomes rather than short‑term noise. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

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!See omnystudio.com/listener for privacy information.

Retirement planning looks very different when you’re doing it on your own. In this episode, Jason Bergey discusses the unique challenges facing solo retirees, from managing liquidity and healthcare risks to making Social Security and withdrawal decisions without a spouse to lean on. The conversation also explores how upbringing and past economic experiences shape spending habits in retirement, why inflation can quietly erode confidence, and how thoughtful planning helps balance income, flexibility, and legacy goals. It’s an honest look at navigating retirement decisions when you’re the sole decision‑maker. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Simplifying your life may be trendy—but simplifying your retirement plan could matter even more. This episode explores why many people enter retirement with scattered accounts, unclear income expectations, and unexpected tax surprises. Jason Bergey discusses the difference between “paper wealth” and usable income, why a million dollars isn’t always what it seems, and how taxes, timing, and asset sales can quickly change the picture. The conversation also looks at reducing complexity, consolidating accounts, and planning for both the financial and lifestyle side of retirement. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What happens when “just one more year” at work turns into missing out on the retirement you’ve earned? This episode of Retirement Red Zone with Jason Bergey explores the emotional and financial traps that keep people working longer than planned. Learn how to coordinate Social Security, pensions, and side hustles for maximum income—and avoid tax surprises that can derail your plans. Discover why finding purpose beyond your job is key to a fulfilling retirement, and how a clear financial plan can help you step confidently into your next chapter. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What if your money isn’t actually missing—it’s just out of reach? In this episode, Jason Bergey explains why many retirees have sizable portfolios but no clear way to turn those assets into dependable monthly income. He breaks down the difference between saving and distribution, why selling investments piece‑by‑piece can create unnecessary friction, and how income “buckets” change the retirement experience. The conversation also covers taxes, review timing, and why retirement planning requires more than hoping markets cooperate. It’s a practical look at bridging the gap between what you’ve saved and how you’ll actually live on it. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Political headlines can rattle markets overnight—but should they shape your retirement plan? In this episode, Jason Bergey breaks down how to think about political risk without letting fear drive financial decisions. He explains why durable trends matter more than daily headlines, how to build a retirement plan like a recipe with the right ingredients, and why sticking the landing is often harder than saving the money. Jason also discusses income planning, risk alignment between spouses, and why the “million‑dollar retirement number” misses the point for most families approaching retirement. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What if the biggest risk to your retirement isn’t the market, but the unexpected curveballs life throws your way? In this episode, Jason Bergey reveals how to spot hidden risks, protect your nest egg, and build a flexible plan that adapts to surprises—whether it’s sudden layoffs, health changes, or market swings. Learn why having a “Plan B” is just as important as your main strategy, and discover practical ways to generate income, safeguard your savings, and retire with confidence—no matter what the future brings. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

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!See omnystudio.com/listener for privacy information.

Are you assuming the bull market will keep running—or is your retirement plan ready for the next downturn? This episode of Retirement Red Zone with Jason Bergey explores the dangers of relying on market momentum, the importance of regular portfolio reviews, and why long-term care planning can’t be ignored. Learn how aggressive risk, outdated strategies, and neglecting annual checkups can derail your future. Discover how hybrid life insurance policies can protect your legacy and provide tax-free benefits for long-term care, ensuring your retirement stays on track. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

A new $6,000 senior deduction is just the start—retirement tax planning in 2026 is more complex (and more important) than ever. In this episode, Jason Bergey explains why tax planning isn’t just for April, how the “one big, beautiful bill” changes the game, and why your biggest retirement expense might not be healthcare, but taxes. Learn how to build a personalized income strategy, avoid common estate planning mistakes, and use a checklist to see if you’re truly ready to retire. Discover why it’s never too late—or too early—to get your plan in order. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

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!See omnystudio.com/listener for privacy information.

Is your retirement plan cluttered with accounts, investments, and spreadsheets—while you chase a “magic number” that may not even matter? This episode of Retirement Red Zone with Jason Berge reveals why most retirees don’t hit the million-dollar mark, yet still find satisfaction in retirement. Learn how simplifying your portfolio, focusing on your unique needs, and building a written plan can help you retire on your terms. Discover why debt reduction, realistic budgeting, and ignoring clickbait headlines are key to a confident financial future. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Could your retirement savings be at risk from hidden fees and common investment traps? This episode of the Retirement Red Zone with Jason Bergey reveals why target date funds and variable annuities may not be the safe bets they seem, and how DIY retirement planning can lead to costly mistakes. Learn the real story behind spousal Social Security benefits, the dangers of “lazy money,” and why every financial journey needs a personalized approach. Get practical insights to help you avoid pitfalls and make smarter decisions for your future. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Many retirees feel anxious about spending their savings, but the real key to enjoying retirement is having a clear, reliable income plan. In this episode, Jason Bergey explains how annuities can boost spending confidence, why a well-structured withdrawal strategy matters, and how to avoid common pitfalls with Social Security, RMDs, and taxes. You’ll hear why simplifying your plan and focusing on monthly income—rather than just growing your nest egg—can help you spend with less stress. Plus, Jason breaks down the math behind claiming strategies and shares how clarity leads to peace of mind in retirement. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What if the biggest threat to your legacy is leaving your estate plan unfinished? Jason Bergey shares real-life stories of family drama, overlooked beneficiaries, and the pitfalls of scattered financial advice. Learn why clear estate planning, regular beneficiary updates, and working with a professional matter for protecting your “stuff”—and your peace of mind. Discover how to avoid common mistakes, why fees aren’t always bad, and how to get ahead of the year-end rush for retirement planning. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What if the biggest risk in retirement is making decisions without the right guidance? Jason Bergey explains why choosing a fiduciary, asking smart questions, and understanding Social Security timing are crucial for your financial future. Learn how to avoid common pitfalls, why personalized advice matters, and how to find an advisor you trust. Discover the importance of clear communication, transparency, and ongoing support as you enter the retirement red zone. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What if the biggest risk to your retirement isn’t the market, but the unexpected curveballs life throws your way? In this episode, Jason Bergey reveals how to spot hidden risks, protect your nest egg, and build a flexible plan that adapts to surprises—whether it’s sudden layoffs, health changes, or market swings. Learn why having a “Plan B” is just as important as your main strategy, and discover practical ways to generate income, safeguard your savings, and retire with confidence—no matter what the future brings. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What if your retirement side hustle could cost you more than it pays? Jason Bergey explores the hidden impacts of working in retirement—from taxes and Social Security to Medicare and personal purpose. Learn why every extra dollar matters, how to avoid costly mistakes, and why a flexible financial plan is essential whether you’re eager to retire or want to keep working. Discover how staying active and finding meaning can shape your next chapter. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Can you save too much for retirement—and what happens if you do? This episode of Retirement Red Zone with Jason Bergey explores the balance between diligent saving and enjoying life, the risks of leaving a tax burden to your heirs, and how to handle inheritances and sentimental assets without creating family stress. Learn why working with an advisor matters, how to plan for legacy and taxes, and why clear communication is key to making your wealth a true gift. Discover practical strategies for decluttering your estate and preserving your family’s future. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Are you assuming the bull market will keep running—or is your retirement plan ready for the next downturn? This episode of Retirement Red Zone with Jason Bergey explores the dangers of relying on market momentum, the importance of regular portfolio reviews, and why long-term care planning can’t be ignored. Learn how aggressive risk, outdated strategies, and neglecting annual checkups can derail your future. Discover how hybrid life insurance policies can protect your legacy and provide tax-free benefits for long-term care, ensuring your retirement stays on track. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Is your retirement plan ready for the tax surprises and market swings ahead? This episode of Retirement Red Zone with Jason Bergey breaks down the three tax areas retirees can’t afford to ignore—income, gifts, and property—and explains how smart planning can keep more money in your pocket. Learn why understanding what’s truly taxable, balancing risk and growth, and acting before the next market downturn are crucial for protecting your nest egg. Discover how to avoid common mistakes and build a resilient retirement strategy. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Is your retirement plan cluttered with accounts, investments, and spreadsheets—while you chase a “magic number” that may not even matter? This episode of Retirement Red Zone with Jason Berge reveals why most retirees don’t hit the million-dollar mark, yet still find satisfaction in retirement. Learn how simplifying your portfolio, focusing on your unique needs, and building a written plan can help you retire on your terms. Discover why debt reduction, realistic budgeting, and ignoring clickbait headlines are key to a confident financial future. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What happens when “just one more year” at work turns into missing out on the retirement you’ve earned? This episode of Retirement Red Zone with Jason Bergey explores the emotional and financial traps that keep people working longer than planned. Learn how to coordinate Social Security, pensions, and side hustles for maximum income—and avoid tax surprises that can derail your plans. Discover why finding purpose beyond your job is key to a fulfilling retirement, and how a clear financial plan can help you step confidently into your next chapter. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Could your retirement savings be at risk from hidden fees and common investment traps? This episode of the Retirement Red Zone with Jason Bergey reveals why target date funds and variable annuities may not be the safe bets they seem, and how DIY retirement planning can lead to costly mistakes. Learn the real story behind spousal Social Security benefits, the dangers of “lazy money,” and why every financial journey needs a personalized approach. Get practical insights to help you avoid pitfalls and make smarter decisions for your future. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What if the biggest threat to your legacy is leaving your estate plan unfinished? Jason Bergey shares real-life stories of family drama, overlooked beneficiaries, and the pitfalls of scattered financial advice. Learn why clear estate planning, regular beneficiary updates, and working with a professional matter for protecting your “stuff”—and your peace of mind. Discover how to avoid common mistakes, why fees aren’t always bad, and how to get ahead of the year-end rush for retirement planning. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What if the biggest risk in retirement is making decisions without the right guidance? Jason Bergey explains why choosing a fiduciary, asking smart questions, and understanding Social Security timing are crucial for your financial future. Learn how to avoid common pitfalls, why personalized advice matters, and how to find an advisor you trust. Discover the importance of clear communication, transparency, and ongoing support as you enter the retirement red zone. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What if your retirement side hustle could cost you more than it pays? Jason Bergey explores the hidden impacts of working in retirement—from taxes and Social Security to Medicare and personal purpose. Learn why every extra dollar matters, how to avoid costly mistakes, and why a flexible financial plan is essential whether you’re eager to retire or want to keep working. Discover how staying active and finding meaning can shape your next chapter. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Can a Super Bowl ticket be a retirement investment? In this episode, Jason Bergey unpacks the surprising story of a self-directed IRA used to flip game-day seats—and the risks that come with getting too creative with your retirement accounts. He also explores the emotional side of retirement, from boredom and regret to the importance of having a purpose beyond the paycheck. Whether you're wondering when to retire or how to stay fulfilled after you do, this episode offers practical insights and cautionary tales to help you plan wisely. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What happens when you’re ready to retire—yesterday? In this episode, Jason Bergey tackles the emotional tipping point many face when work becomes unbearable and retirement feels out of reach. From healthcare sticker shock to Social Security reductions and estate planning myths, Jason breaks down the real obstacles and overlooked solutions. Whether you’re dreaming of walking away or worried you never can, this episode offers clarity, perspective, and a path forward. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What if everything you thought you needed for retirement was wrong? In this episode of the Retirement Red Zone, Jason Bergey dismantles the myth of the “magic number” and explains why retirement planning is about more than just dollars and cents. He shares real-life stories, practical tools, and the emotional journey of transitioning from work to life after it. Whether you're dreaming of fishing, family time, or freedom from financial stress, this episode helps you visualize what retirement could really look like—on your terms. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What happens when retirement hits—and your plan doesn’t? In this episode, Jason Bergey explores how to navigate the first six months of retirement, from budgeting and lifestyle shifts to avoiding overspending. He also shares cautionary tales about legacy planning gone wrong, including the legal battle over Jimmy Buffett’s estate and a real-life case of a forgotten beneficiary. Whether you're months away from retiring or already there, this episode highlights why financial clarity and emotional foresight matter more than ever. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Can a Super Bowl ticket be a retirement investment? In this episode, Jason Bergey unpacks the surprising story of a self-directed IRA used to flip game-day seats—and the risks that come with getting too creative with your retirement accounts. He also explores the emotional side of retirement, from boredom and regret to the importance of having a purpose beyond the paycheck. Whether you're wondering when to retire or how to stay fulfilled after you do, this episode offers practical insights and cautionary tales to help you plan wisely. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What’s the difference between a need and a want in retirement? In this episode, Jason Bergey explores how budgeting, debt, and spending habits shape your financial future. From the “No Buy 2025” challenge to the risks of DIY debt payoff, Jason shares real-life stories and practical insights to help you build a plan that balances discipline with flexibility. Whether you’re navigating credit card debt, mortgage decisions, or just trying to avoid costly splurges, this episode offers a grounded look at how to stay on track without giving up what matters most. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What happens when you’re ready to retire—yesterday? In this episode, Jason Bergey tackles the emotional tipping point many face when work becomes unbearable and retirement feels out of reach. From healthcare sticker shock to Social Security reductions and estate planning myths, Jason breaks down the real obstacles and overlooked solutions. Whether you’re dreaming of walking away or worried you never can, this episode offers clarity, perspective, and a path forward. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What do outdated annuities, forgotten 401(k)s, and a penny that costs two cents to make have in common? They all highlight how easy it is to overlook inefficiencies in your retirement plan. In this episode, Jason Bergey of Pennsylvania Wealth Management breaks down the hidden costs, mismatched investments, and legacy documents that could be quietly undermining your financial future. From misunderstood annuity guarantees to the real impact of where you retire, this episode is a wake-up call to revisit what you think you know about retirement. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What if everything you thought you needed for retirement was wrong? In this episode of the Retirement Red Zone, Jason Bergey dismantles the myth of the “magic number” and explains why retirement planning is about more than just dollars and cents. He shares real-life stories, practical tools, and the emotional journey of transitioning from work to life after it. Whether you're dreaming of fishing, family time, or freedom from financial stress, this episode helps you visualize what retirement could really look like—on your terms. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Drew Barrymore turned 50 this year. She's been acting since before she can remember, but now realizes that retirement could be in the near future. Jason Bergey has some things to think about for her and anyone else who is close to retirement. Or can't believe that retirement might actually be right around the corner! Listen in for strategies and tidbits that you can implement to your retirement plan today, or get one started with Jason and Pennsylvania Wealth Management! Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Jeremy Lin has a fantastic story about his mom borrowing from her 401(k) to help fund his dreams as a basketball player. While Jason Bergey, wouldn't recommend that, he has some ideas of ways to avoid having to take from your retirement funds.  And with all of the noise surrounding Social Security and taxes, Jason sets the record straight when it comes to this hot button topic. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

The astronauts who were stranded in space were not planning on being up there for as long as they were. Thankfully they had enough food and provisions to get them through. Jason Bergey knows retirement can last longer than you expect as well. What are some ways you can prepare for your retirement to last years past your original plans? And when folks do retire, do they typically dive right in? Or do they ease their way in? Jason looks at the benefits of both and how proper planning is key to both. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

What do outdated annuities, forgotten 401(k)s, and a penny that costs two cents to make have in common? They all highlight how easy it is to overlook inefficiencies in your retirement plan. In this episode, Jason Bergey of Pennsylvania Wealth Management breaks down the hidden costs, mismatched investments, and legacy documents that could be quietly undermining your financial future. From misunderstood annuity guarantees to the real impact of where you retire, this episode is a wake-up call to revisit what you think you know about retirement. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Many retirees are jumping head first into retirement only to find that they are getting "bore-out" and it's not quite what they signed up for. How does Jason Bergey help his client avoid the bore and get more out of retirement? Is there any validity to retirement test runs? And no matter the time of year, tax season or not, taxes are always a thing. They play a part in every aspect of the retirement portfolio. Jason helps us with ways to minimize the effect of taxes. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Jason Bergey talks all things retirement and retirement planning. This week, the conversation focuses on the best times of year to retire and what factors can and will play a part in deciding that. Jason also talks about habits that Bill Gates has that have made him so successful. What are some good habits to create and follow when it comes to retirement planning? Tune in to find out! Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.

Drew Barrymore turned 50 this year. She's been acting since before she can remember, but now realizes that retirement could be in the near future. Jason Bergey has some things to think about for her and anyone else who is close to retirement. Or can't believe that retirement might actually be right around the corner! Listen in for strategies and tidbits that you can implement to your retirement plan today, or get one started with Jason and Pennsylvania Wealth Management! Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.