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...
Dec 9, 2019
One of the talking heads on CNBC thinks the market may be overvalued, calling it a “market melt-up.” But Jason calls b.s. on his comments, and explains the latest market trends. Plus, Have a question for Jason? Drop us an e-mail at
Oct 14, 2019
The talking heads on the financial networks seem obsessed with the idea that the next recession is coming soon. This week, Jason gives his take, along with some tips on preparing your retirement portfolio for that next downturn. Plus, you won’t believe how much Moms & Dads are paying to help their adult children these...
Sep 9, 2019
When he’s not helping people with retirement, Jason’s out on the farm. And this week...his worlds collide as we discuss how to produce more eggs in retirement, without eating the chicken! Plus, after a crazy few weeks on Wall Street, Jason discusses how often we should be checking up on our accounts. Have a question...
Jul 26, 2019
Sometimes the hardest part of getting a retirement game plan together is just getting started. This week, get to know Jason and his approach and some of the basic plays to help you get started so you can win the retirement game!