Welcome to our Q & A show where the next 4 episodes 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. So today, along with my co-host Joani…
Welcome to our final episode of this series ‘Mind Over Money’ and why some folks worry so much about their money that never truly have Peace of Mind. With what’s going in the market these days, this is a very timely discussion to have! Last week we did some heavy lifting and we guided…
Last week we discussed the 4 parts of the investors mind: Cognitive: What we know – facts, statistics, data. Perception: How we see things. Your way of understanding or interpreting information. Instincts: How we behave. How you are programmed as a human being to react. Emotion: How you feel. And we gave you…
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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