Jul 19, 2021
Jason Bergey discusses his favorite part of his job - helping people live out their dreams in retirement. Plus, why it's more complicated for small business owners to retire.
Jul 5, 2021
Jason Bergey discusses how he helps people find the amount of money they need to retire comfortably. Plus, how many Americans have a secret account they are hiding from their spouses?
Jun 28, 2021
Jason Bergey discusses the effect that longer lifespans have on financial planning. Plus, the critical value of working with a professional instead of trying to do it all yourself.
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?