Is Your Retirement Plan Ready for the Next Market Shakeup?

04/11/2025 13 min
Is Your Retirement Plan Ready for the Next Market Shakeup?

Listen "Is Your Retirement Plan Ready for the Next Market Shakeup?"

Episode Synopsis

Are you assuming the bull market will keep running—or is your retirement plan ready for the next downturn? This episode of Retirement Red Zone with Jason Bergey explores the dangers of relying on market momentum, the importance of regular portfolio reviews, and why long-term care planning can’t be ignored. Learn how aggressive risk, outdated strategies, and neglecting annual checkups can derail your future. Discover how hybrid life insurance policies can protect your legacy and provide tax-free benefits for long-term care, ensuring your retirement stays on track. Ready to connect with Jason?  Visit The Retirement Red Zone today!See omnystudio.com/listener for privacy information.