Financial Services Medicare PartnershipTax PlanningOur TeamAttend an EventResources Articles & Publications Educational Videos Podcasts Book What’s Your Risk NumberClient Login E Money Website Charles Schwab Login TD Ameritrade Login Fidelity LoginSchedule A Meeting The Fiscal Blue Print with coach Jeff Montgomery Subscribe Oct. 31, 2018 Episode 8: Shields up! Implementing Your Investment Philosophy listen & read more Oct. 24, 2018 Episode 7: Developing Your Investment Philosophy listen & read more Oct. 17, 2018 Episode 6: Mind Over Money- Understanding the 4 parts of an investor’s brain listen & read more Oct. 10, 2018 Episode 5: Mind Over Money listen & read more « Previous 1 … 15 16 17 18 Next » schedule a meeting attend a retirement seminar