Jun 14, 2021
Jason Bergey shares a story about a client who hid her cash in her home. What are some better options than burying gold in your backyard? Plus, what should you be aware of in the last year of your career?
May 10, 2021
Jason Bergey discusses how to build in a raise for yourself in retirement. Learn how to protect yourself from the rising cost of goods and services by taking the Replace My Paycheck Challenge today!
May 3, 2021
Jason Bergey discusses some new tax proposals targeting financial transactions and how it will effect those who are saving for retirement. Plus, the popularity of Jason's recent Replace Your Paycheck challenge and the upcoming Retirement Red Zone workshop.
Apr 26, 2021
Jason Bergey describes how he helps people maintain their standard of living in retirement. Plus, more changes in how inherited IRAs are taxed from the IRS.