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The Fiscal Blue Print

with coach Jeff Montgomery


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Tax planning & the Death of a Spouse
Feb. 2, 2022

Episode 64: Tax Planning & the Death of a Spouse- Part 1

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Jan. 25, 2022

Episode 63: Alphabet Soup – QCD’s & IRA’s

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Dec. 30, 2021

Episode 62: The Investor’s Dilemma

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Nov. 23, 2021

Episode 61: Retirement Age Confusion!

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