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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…

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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…

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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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Jeff Montgomery - Montgomery Financial Radio Show

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Get to know our firm founder and his investing strategies by listening to these episodes of "The Fiscal Blueprint with Financial Coach Jeff Montgomery."

Browse our selection of informative videos to further your understanding of investing and other important financial topics.

The Portfolio MRI

Discovering Your True Purpose For Money!

Hsitory of Investing - The Free Market Portfolio Theory

The Vortex of Returns

Finding the Courage to Rebalance!

Gearing Up For the Next Crash

Prudent Investing 2014 and Beyond.....

Should I Be in the Market? You Tell Me!

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