You might not even know it. This 20-page instant download, written by Montgomery Financial Services' founder and president Jeffrey Montgomery, will help you:Episode 12: Q&A… Continued!
Welcome to Round 4 of our Q & A series! What in world is going on with the markets lately?! Today we are going to discuss this and put this information in perspective. Additionally, we’re going to discuss how to effectively stretch out a spousal IRA. This is our last episode of our 4 part…
Episode 11: Questions, Questions & More Questions!
Episode 11: Questions, questions & more questions! Welcome to Round 3 of our Q & A series! Today we are going to talk about the loans from retirement accounts, and of course, social security! (1:00) Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to…
Episode 10: Q&A Round 2!
Welcome to our Q & A series where we are going to dive into some common questions we receive from listeners. As you can imagine, we receive all sorts of questions on a variety of topics; relating to both retirement and non-retirement topics. Today we are going to talk about the economy, what’s going…
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