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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Best Of: Family, Fees, and the Power of Getting Organized
Tuesday, 9 December, 2025

What if the biggest threat to your legacy is leaving your estate plan unfinished? Jason Bergey shares real-life stories of family drama, overlooked beneficiaries, and the pitfalls of scattered financial advice. Learn why clear estate planning, regular beneficiary updates, and working with a professional matter for protecting your “stuff”—and your peace of mind. Discover how to avoid common mistakes, why fees aren’t always bad, and how to get ahead of the year-end rush for retirement planning. Ready to connect with Jason? Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.