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The Retirement Redzone

The Retirement Redzone

De : Jason Bergey
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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.2026 Jason Bergey Economie Finances privées
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    Épisodes
    • If Retirement Were a Recipe, These Are the Ingredients That Matter
      Feb 10 2026

      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.

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      16 min
    • Best Of: Plan B for Your Nest Egg: Why Flexibility Beats Certainty
      Feb 3 2026

      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.

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      15 min
    • The Million‑Dollar Myth
      Jan 27 2026

      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.

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      14 min
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