From Overwhelmed to Empowered: Navigating Retirement Decisions

23/09/2025 15 min
From Overwhelmed to Empowered: Navigating Retirement Decisions

Listen "From Overwhelmed to Empowered: Navigating Retirement Decisions"

Episode Synopsis

What if the biggest risk in retirement is making decisions without the right guidance? Jason Bergey explains why choosing a fiduciary, asking smart questions, and understanding Social Security timing are crucial for your financial future. Learn how to avoid common pitfalls, why personalized advice matters, and how to find an advisor you trust. Discover the importance of clear communication, transparency, and ongoing support as you enter the retirement red zone. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.