47 episodes

Financial Coach Jeff Montgomery discusses a variety of financial topics to keep you focused on what's truly important in life. It's not about pie charts and spread sheets.......it's about the journey! And good financial decisions can be the fuel for the journey of life!

The Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff Montgomer‪y‬ Jeff Montgomery

    • Investing
    • 4.9 • 11 Ratings

Financial Coach Jeff Montgomery discusses a variety of financial topics to keep you focused on what's truly important in life. It's not about pie charts and spread sheets.......it's about the journey! And good financial decisions can be the fuel for the journey of life!

    4th Quarter Recap & Economic Outlook for Q1

    4th Quarter Recap & Economic Outlook for Q1

    We haven’t done a show focused on the economy in a while; and it looks like the ‘double dip’ recession that so many people feared didn’t come to fruition in the fourth quarter of 2020… and it doesn’t look likely to occur in early 2021 either. On today’s episode, we are going to go through some key indicators of the economy, look at how we performed in the fourth quarter, and what may happen in 2021.

    • 15 min
    2021 Q&A- The Biden Tax Proposal, RMD’s, Market Outlook, more!

    2021 Q&A- The Biden Tax Proposal, RMD’s, Market Outlook, more!

    On today's show, financial coaches Jeff Montgomery and Nick Craven, CFP® go through some common questions that we have been receiving lately from clients in the new year. They talk a lot about Joe Biden's proposed tax changes and what they could mean for financial planning, taxes, and estate planning. Also, they discuss RMD's, the CARES act, and what the market outlook is with a Democratic President and majority in both the House and Senate.

    • 28 min
    Income Ideas for Retiring Early (Part 2)

    Income Ideas for Retiring Early (Part 2)

    Early retirement, doesn’t it sound great? On last week’s show, we began to lay out the 6 steps you should consider before pulling the trigger on early retirement. We also looked at some specific risks that will challenge your notion of retiring early, but if you prepare properly, you just might be able to pull it off!
    So how do you do it? How do you bridge that income gap between your original retirement date and your newly revised early retirement date? We discuss all of this and more on this episode!

    • 26 min
    Income Ideas For Retiring Early (Part 1)

    Income Ideas For Retiring Early (Part 1)

    In this 2 part series, we're going to lay out some ideas for retiring early! In this episode, we'll discuss 6 steps to consider in order for you to wrap your head around this idea of (possibly) retiring before you originally planned.

    • 21 min
    The Top 3 Characteristics of Money When It Comes To Your Retirement Plan

    The Top 3 Characteristics of Money When It Comes To Your Retirement Plan

    On today’s show, we cover the TOP 3 CHARACTERISTICS OF MONEY and how we can capture all 3 in a comprehensive plan. When you think of retirement and how we can prepare for it, we like to prioritize these 3 things: Safety, Growth, and Liquidity.

    • 18 min
    Annuity 101

    Annuity 101

    What is an Annuity? An annuity is a contract between you and an insurance company in which you make a lump-sum payment or series of payments and, in return, receive regular disbursements, beginning either immediately or at some point in the future. I believe it is the most misunderstood retirement vehicle and there are many misconceptions about how this works. We cover the most common types of annuities in this episode, as well as the pros and cons of each one.

    • 33 min

Customer Reviews

4.9 out of 5
11 Ratings

11 Ratings

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