The Retirement Redzone

Author: Jason Bergey

When youre in the retirement redzone, its time to get serious about your game plan. Jason Bergey of Pennsylvania Wealth Management has been helping people get to the goal line for more than 20 years. Jason credits his dad, pro football legend Bill Bergey, with passing down great financial lessons and a tough work ethic. And as a husband and father to 4 sons, hes passing on those lessons to them as well. Have a question for Jason? Drop him an e-mail at www.retirementredzoneradio.com.
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Language: en

Genres: Business, Education, Investing

Contact email: Get it

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Preparing for Retirement Before It’s Forced on You
Tuesday, 12 May, 2026

Planning to work longer doesn’t always mean you’ll get the chance. In this episode, Jason Bergey explains why nearly half of recent retirees left the workforce earlier than expected—and how health issues, layoffs, or caregiving can quickly change even the best‑laid plans. The conversation explores building backup income strategies, preparing for forced early retirement, reducing fixed expenses ahead of time, and avoiding rushed Social Security decisions. Jason also discusses why retirement happiness depends on more than money, including structure, purpose, and realistic expectations for life after the paycheck stops. Ready to connect with Jason? Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.