Jan 4, 2021
Jason Bergey explains hidden fees in 401(k)s and shares some success stories from clients who have checked off all the items on their bucket list.
Dec 21, 2020
Jason Bergey discusses the truth about annuities and creating income in retirement. Plus, some fun stories about family heirlooms and collections, including a $156,000 video game!
Dec 14, 2020
Are you tired of seeing the rich and famous benefit from the tax code while you seem to be paying more every year? Jason Bergey explains the importance of working with a financial professional who can help you use the system instead of having the system use you.
Nov 30, 2020
We all usually wonder if we’ve saved enough for retirement, but that starts with understanding just how many years we’ll need to provide our own paycheck. This week, Jason breaks down how long you might want to plan for, plus we’ll discuss what to consider if 2020 has you thinking about retiring earlier than you...
Nov 23, 2020
Most of us are fed up with 2020, but before the year ends, there are a few things you can do to improve your retirement prospects. Jason discusses that, plus why it might be a good idea to unplug over the Thanksgiving holiday and focus on the things that matter. Have a question about your retirement? Drop Jason...