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The Retirement Redzone

Apr 6, 2020

Your 401(k) and other investments might’ve taken a hit during the recent coronavirus sell-off on Wall Street…so is now a good time to think about rebalancing? Jason discusses that, plus the advantages of tactical management in a volatile market. Have a question about your retirement strategy at a time like this?...


Mar 31, 2020

These last few weeks have changed just about everything in our daily lives. This week, Jason discusses how the coronavirus crisis is affecting workers, our taxes and how he’s doing business too. Remember, you can reach out to us from the comfort of your home! Drop us an e-mail at 


Mar 24, 2020

Watching your retirement account balance shrink over these last few weeks might make you feel like you did in 2008, but Jason says this crisis is very different than the Great Recession. Plus, if you’re spending some extra time at home right now, you might want to take some time to spring clean your investments! Have...


Jan 27, 2020

Jason explains why you can’t believe everything you hear from your family, friends & co-workers about financial advice. Plus, actor Ricardo Montalban explains how his Chrysler Cordoba commercials led to the role of a lifetime for him in “Fantasy Island.”  And you have to hear the story of the big green Chrysler...


Jan 8, 2020

It looks like helping people plan for retirement might become a family tradition at Pennsylvania Wealth Management. This week, Jason’s joined by his teenage son, Caden, who plans to follow in his father’s footsteps as a financial advisor. They discuss New Year’s resolutions, the importance of tax planning in an...