Montgomery Financial Services LLC In the Media

Stay Informed of Financial Topics That Matter to You

Episode 3: Numbers, Numbers, and More Numbers!

In our third episode discussing Social Security, we are going to get into some numbers!   Important filing ages by birth year. Go to Link 1943 – 1954 66 1955 66 and 2 months 1956 66 and 4 months 1957 66 and 6 months 1958 66 and 8 months 1959 66 and 10 months 1960 and…

Listen Now!

Episode 2: The Rumors About Social Security

Really, how healthy is our Social Security system? So, we are continuing our monthlong series on Social Security this week . This is our second episode, so if you missed No. 1 go back and listen to it right now! Today, we are going to talk about the health of Social Security and also tackle…

Listen Now!

Episode 1: Will Social Security Be There For Me?

Will Social Security be there when you’re ready to start collecting? Foundation Segment: The Social Security Act was signed into law in 1935. Taxes were first collected in 1937. In the beginning, you had a choice as to whether to take lump sum payment of monthly check. Earnest Ackerman was the first person to receive…

Listen Now!
Jeff Montgomery - Montgomery Financial Radio Show

Sign Up Today! The Saturday Blueprint Email Series

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!

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at (410) 208-1004