The Retirement Redzone

What happens when you’re ready to retire—yesterday? In this episode, Jason Bergey tackles the emotional tipping point many face when work becomes unbearable and retirement feels out of reach. From healthcare sticker shock to Social Security reductions and estate planning myths, Jason breaks down the real obstacles and overlooked solutions. Whether you’re dreaming of walking away or worried you never can, this epis...

What if everything you thought you needed for retirement was wrong? In this episode of the Retirement Red Zone, Jason Bergey dismantles the myth of the “magic number” and explains why retirement planning is about more than just dollars and cents. He shares real-life stories, practical tools, and the emotional journey of transitioning from work to life after it. Whether you're dreaming of fishing, family time, or freedom...

What happens when retirement hits—and your plan doesn’t? In this episode, Jason Bergey explores how to navigate the first six months of retirement, from budgeting and lifestyle shifts to avoiding overspending. He also shares cautionary tales about legacy planning gone wrong, including the legal battle over Jimmy Buffett’s estate and a real-life case of a forgotten beneficiary. Whether you're months away from retir...

Can a Super Bowl ticket be a retirement investment? In this episode, Jason Bergey unpacks the surprising story of a self-directed IRA used to flip game-day seats—and the risks that come with getting too creative with your retirement accounts. He also explores the emotional side of retirement, from boredom and regret to the importance of having a purpose beyond the paycheck. Whether you're wondering when to retire or how to st...

What’s the difference between a need and a want in retirement? In this episode, Jason Bergey explores how budgeting, debt, and spending habits shape your financial future. From the “No Buy 2025” challenge to the risks of DIY debt payoff, Jason shares real-life stories and practical insights to help you build a plan that balances discipline with flexibility. Whether you’re navigating credit card debt, mortgag...

What happens when you’re ready to retire—yesterday? In this episode, Jason Bergey tackles the emotional tipping point many face when work becomes unbearable and retirement feels out of reach. From healthcare sticker shock to Social Security reductions and estate planning myths, Jason breaks down the real obstacles and overlooked solutions. Whether you’re dreaming of walking away or worried you never can, this epis...

What do outdated annuities, forgotten 401(k)s, and a penny that costs two cents to make have in common? They all highlight how easy it is to overlook inefficiencies in your retirement plan. In this episode, Jason Bergey of Pennsylvania Wealth Management breaks down the hidden costs, mismatched investments, and legacy documents that could be quietly undermining your financial future. From misunderstood annuity guarantees to the real...

What if everything you thought you needed for retirement was wrong? In this episode of the Retirement Red Zone, Jason Bergey dismantles the myth of the “magic number” and explains why retirement planning is about more than just dollars and cents. He shares real-life stories, practical tools, and the emotional journey of transitioning from work to life after it. Whether you're dreaming of fishing, family time, or freedom...

Drew Barrymore turned 50 this year. She's been acting since before she can remember, but now realizes that retirement could be in the near future. Jason Bergey has some things to think about for her and anyone else who is close to retirement. Or can't believe that retirement might actually be right around the corner!

Listen in for strategies and tidbits that you can implement to your retirement plan today, or get one started with J...

Jeremy Lin has a fantastic story about his mom borrowing from her 401(k) to help fund his dreams as a basketball player. While Jason Bergey, wouldn't recommend that, he has some ideas of ways to avoid having to take from your retirement funds. 

And with all of the noise surrounding Social Security and taxes, Jason sets the record straight when it comes to this hot button topic.

Ready to connect with Jason?  Visit The Reti...

The astronauts who were stranded in space were not planning on being up there for as long as they were. Thankfully they had enough food and provisions to get them through. Jason Bergey knows retirement can last longer than you expect as well. What are some ways you can prepare for your retirement to last years past your original plans?

And when folks do retire, do they typically dive right in? Or do they ease their way in? Jason lo...

What do outdated annuities, forgotten 401(k)s, and a penny that costs two cents to make have in common? They all highlight how easy it is to overlook inefficiencies in your retirement plan. In this episode, Jason Bergey of Pennsylvania Wealth Management breaks down the hidden costs, mismatched investments, and legacy documents that could be quietly undermining your financial future. From misunderstood annuity guarantees to the real...

Many retirees are jumping head first into retirement only to find that they are getting "bore-out" and it's not quite what they signed up for. How does Jason Bergey help his client avoid the bore and get more out of retirement? Is there any validity to retirement test runs?

And no matter the time of year, tax season or not, taxes are always a thing. They play a part in every aspect of the retirement portfolio. Jason helps us with w...

Jason Bergey talks all things retirement and retirement planning. This week, the conversation focuses on the best times of year to retire and what factors can and will play a part in deciding that. Jason also talks about habits that Bill Gates has that have made him so successful. What are some good habits to create and follow when it comes to retirement planning? Tune in to find out!

Ready to connect with Jason?  Visit The Re...

Drew Barrymore turned 50 this year. She's been acting since before she can remember, but now realizes that retirement could be in the near future. Jason Bergey has some things to think about for her and anyone else who is close to retirement. Or can't believe that retirement might actually be right around the corner!

Listen in for strategies and tidbits that you can implement to your retirement plan today, or get one started with J...

Ken Griffey Jr. has recently been spotted at big time sporting events. But not as the all-star he once was or even a fan. He's now photographing the biggest moments in sports as a credentialed photographer as a hobby and second job in retirement.

Jason Bergey thinks this is a great idea and that retirees should have a hobby or job in retirement, only if it's not a necessity. The way to make sure you don't NEED a job in retirement i...

Jeremy Lin has a fantastic story about his mom borrowing from her 401(k) to help fund his dreams as a basketball player. While Jason Bergey, wouldn't recommend that, he has some ideas of ways to avoid having to take from your retirement funds. 

And with all of the noise surrounding Social Security and taxes, Jason sets the record straight when it comes to this hot button topic.

Ready to connect with Jason?  Visit The Reti...

Many retirees are jumping head first into retirement only to find that they are getting "bore-out" and it's not quite what they signed up for. How does Jason Bergey help his client avoid the bore and get more out of retirement? Is there any validity to retirement test runs?

And no matter the time of year, tax season or not, taxes are always a thing. They play a part in every aspect of the retirement portfolio. Jason helps us with w...