The Investor’s Dilemma

Financial Coach Jeff Montgomery and co-host Joani Gursky share their thoughts on a variety of important investing topics. This week Jeff and Joani talk about “The Investor’s Dilemma” a vicious cycle that can stop your portfolio dead!

What’s Your Risk Number?

On this episode Jeff talks about the importance knowing and understanding your own personal Risk Number. If you don’t know this number you may end up in the wrong portfolio with unintended consequences!