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The Fiscal Blue Print

with coach Jeff Montgomery


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Nov. 10, 2021

Episode 60: 8 Things to Know When Choosing a Medicare Plan

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Generation
Oct. 21, 2021

Episode 59: A Quick Discussion on Generations & Millennial Wealth

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Sep. 28, 2021

Episode 58: Q&A- A Little Bit of Tax Planning, Roth Conversions, & Medicare

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Taxes in Retirment, Strategies for Tax Planning
Aug. 24, 2021

Episode 57: Tax Planning Strategies, Part 4: HSA’s and Understanding the QBI Deduction

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