Financial ServicesOur TeamAttend an Event Attend a Live Event Attend a WebinarResources Articles & Publications Educational Videos Podcasts What’s Your Risk Number S.H.A.R.P. Checklist ChallengeClient Login E Money Website Charles Schwab Login TD Ameritrade Login Fidelity LoginSchedule a Meeting The Fiscal Blue Print with coach Jeff Montgomery Subscribe Oct. 14, 2020 Episode 43: The Top 3 Characteristics of Money When It Comes To Your Retirement Plan listen & read more Sep. 23, 2020 Episode 42: Annuity 101 listen & read more Aug. 18, 2020 Episode 41: The 7 Worst Financial Decisions You Can Make During a Recession listen & read more Aug. 13, 2020 Episode 40: Dollar Cost Averaging vs. Lump Sum Investing listen & read more « Previous 1 2 3 4 … 12 Next » schedule a 1-on-1 meeting attend a retirement seminar