Shows
This Day in Philly Sports HistoryThis Day in Philly Sports History - May 6, 2025It's a Tuesday and time for some motivation/positivity. We continue our look at the 5 harsh truths that we all need accept. The Flyers had the worst possible outcome in the NHL Draft Lottery yesterday falling to the 6th spot in the draft. They still have 3 first rounders and 11 total in this year's draft. We talk Bryce Harper and run a Tankathon simulation for the Sixers.Today's Question of the Day is "Are you confident that Bryce Harper will turn things around?"Today's Philly Sports Summer Playlist song of...2025-05-0620 min
The Real Truth About Health Free 17 Day Live Online Conference PodcastThe Risks Associated With Releasing Genetically Engineered Microbes Into the Environment and Their Potential Impact on the Microbiome with Jeffrey M. SmithJeffrey M. Smith delves into the intersection of health, diet, and disease with insights from indigenous wisdom and quantum perspectives. Discover holistic approaches to well-being. #IndigenousWisdom #QuantumHealth #HolisticWellness
2025-03-2642 min
The Real Truth About Health Free 17 Day Live Online Conference PodcastHow Children Are Medicated to Manage Symptoms Caused by Chemical Toxicity, Including Glyphosate with Stephanie Seneff, Jeffrey M. Smith, and Michelle PerroStephanie Seneff, Jeffrey M. Smith, and Michelle Perro uncover the hidden health and ecological costs of GMOs and glyphosate. Explore the impact of these substances and the importance of rethinking our food systems. #GMOs #Glyphosate #HealthAndEcology
2025-03-2410 min
The Real Truth About Health Free 17 Day Live Online Conference PodcastThe Misconception That Diet Has No Relation to Heart Disease with Dr. Baxter MontgomeryDr. Baxter Montgomery presents integrative solutions for managing congestive heart failure. Learn how combining traditional and holistic approaches can improve heart health and enhance patient outcomes. #HeartHealth #IntegrativeMedicine #Wellness
2025-03-1837 min
The Real Truth About Health Free 17 Day Live Online Conference PodcastEfficacy of Stents and Statin Drugs with Dr. Baxter Montgomery and Nathan BryanDr. Baxter Montgomery and Dr. Nathan S. Bryan delve into the synergy between nitric oxide and plant-based nutrition. Learn how this powerful combination can enhance health and wellness. #NitricOxide #PlantBasedNutrition #HealthSynergy
2025-03-1512 min
The Real Truth About Health Free 17 Day Live Online Conference PodcastConversation With a Monsanto Genetic Engineer About the Unpredictability of Genetic Engineering and Its Implications with Jeffrey M. SmithJeffrey M. Smith delves into the intersection of health, diet, and disease with insights from indigenous wisdom and quantum perspectives. Discover holistic approaches to well-being. #IndigenousWisdom #QuantumHealth #HolisticWellness
2025-02-1521 min
The Real Truth About Health Free 17 Day Live Online Conference PodcastDiscussion on the Mounting Evidence Linking Glyphosate to Various Health Issues with Stephanie Seneff, Jeffrey M. Smith, and Michelle PerroStephanie Seneff, Jeffrey M. Smith, and Michelle Perro uncover the hidden health and ecological costs of GMOs and glyphosate. Explore the impact of these substances and the importance of rethinking our food systems. #GMOs #Glyphosate #HealthAndEcology
2025-02-1308 min
The Real Truth About Health Free 17 Day Live Online Conference PodcastQuestions and Answers About Cholesterol Levels With Cardiologist Dr. Baxter MontgomeryDr. Baxter Montgomery presents integrative solutions for managing congestive heart failure. Learn how combining traditional and holistic approaches can improve heart health and enhance patient outcomes. #HeartHealth #IntegrativeMedicine #Wellness
2025-02-0737 min
Delightful DestinationsVisiting Montgomery County MarylandI’ve had a few different conversations on this podcast with different areas in Maryland. It’s the state where I live and work, so it makes sense. I have my own personal biases about what places are the best to visit in this state, and what locations would make great vacation spots. For me, most of those places are near the beach or somewhere out in the lesser populated areas. Today’s conversation opened my eyes to an area that I used to live in and how many great opportunities it has.When I first moved to Maryland...2025-02-0623 min
The Real Truth About Health Free 17 Day Live Online Conference PodcastHow Nitric Oxide Stabilizes Plaque and Prevents Cardiovascular Events with Dr. Baxter Montgomery and Nathan BryanDr. Baxter Montgomery and Dr. Nathan S. Bryan delve into the synergy between nitric oxide and plant-based nutrition. Learn how this powerful combination can enhance health and wellness. #NitricOxide #PlantBasedNutrition #HealthSynergy
2025-02-0411 min
The Real Truth About Health Free 17 Day Live Online Conference PodcastHow GMOs Can Negatively Affect Gene Expression and Health with Jeffrey M. SmithJeffrey M. Smith delves into the intersection of health, diet, and disease with insights from indigenous wisdom and quantum perspectives. Discover holistic approaches to well-being. #IndigenousWisdom #QuantumHealth #HolisticWellness
2025-01-0721 min
The Real Truth About Health Free 17 Day Live Online Conference PodcastResearch Linking Glyphosate to Health Issues and Gut Disturbances with Stephanie Seneff, Jeffrey M. Smith, and Michelle PerroStephanie Seneff, Jeffrey M. Smith, and Michelle Perro uncover the hidden health and ecological costs of GMOs and glyphosate. Explore the impact of these substances and the importance of rethinking our food systems. #GMOs #Glyphosate #HealthAndEcology
2025-01-0612 minThis Day in Philly Sports HistoryThis Day in Philly Sports History - December 27, 2024It's a Feel Good Friday. Jalen is still in concussion protocol. It's looking more and more like Kenny Pickett on Sunday against the Cowboys. Both the Flyers and Sixers are heading out to the West Coast.
Today's Question of the Day is "Can the Eagles win Sunday with Kenny Pickett as QB?"
On this day in 1998 the Eagles lost to the Giants 20-10 to end the season 3-13. It was a foregone conclusion that head coach Ray Rhodes would be fired the next day. Rhodes was Jeffrey Lurie's first...2024-12-2715 min
Exchanges with Hitachi Solutions — The PodcastContact Center Transformation: Why You Cannot Afford to Ignore AI in Your Contact CenterSend us a textIn this episode of Exchanges, host Hannah Story joins guests Jonathan Yundt, Industry Director, Healthcare & Insurance at Hitachi Solutions, and Andrew Montgomery, Director, Business Applications at Microsoft, as they discuss the transformation occurring in the contact center.In this episode, you’ll hear from Jonathan and Andrew as they discuss:The agentic experience and why it’s a buzzword for 2025 How Microsoft Copilot is empowering agents and benefiting customers Why it’s important to make sure you don’t ignore AI in your contact centerglobal.hit...2024-12-1829 min
Craft Brew Film ReviewThis 1930 Oscars Best Film Winner has Several RemakesThis week we're at the 1930 Academy Awards as we watch three films that were all nominated for Best Picture. We take the Best Picture Winner and discuss in depth our thoughts while comparing it to two of the other nominees as we sample a craft brew from Deschutes Brewery in Bend, OR.Films:All Quiet on the Western Front (Released: 1930) - 1930 Oscars Best Film Winner- - Director: Lewis Milestone- - Writer: Erich Maria Remarque (novel), Maxwell Anderson (adaptation), and George Abbott (screenplay)- - Starring: Lew Ayres...2024-02-222h 09This Day in Philly Sports HistoryThis Day in Philly Sports History - January 2, 2024The Flyers and Sixers return to action tonight. Things are still a mess with the Eagles with some calling for Nick Sirianni to be fired. That's our question of the day. "Should Nick Sirianni be back next year as Eagles head coach?" Call or text 267-495-8531 to get your voice heard. Today's Philly Free Agent who had a fresh start in Philly is Asante Samuel.
On this day in 2015 Jeffrey Lurie gave Chip Kelly full control of all football related decisions while "promoting" Howie Roseman to EVP of Football Operations.
Leave...2024-01-0220 min
Meldon Law & FriendsEpisode 62 - Rodney Long & Tim MontgomeryWe are thrilled to be joined by Rodney Long and Tim Montgomery! 2023-12-131h 09
PlainSpokenAlabama-West Florida Conference - Corrections & More DetailsWith every conference I report on, I get things wrong, or I don't emphasize some of the details as I should. So I always get helpful follow-up and corrections from viewers & listeners. I got a lot of good stuff for this conference, so I knew I needed to issue a new episode. This segment has a few details about other conferences, but I mostly just read through corrections pertaining to AWF, which I think is actually pretty important as they are preparing to gather again to vote on things of consequence. Whether or not you watch this one, please...2023-06-0515 min
The Measure of a FanI Already Know the Taste of Chicken (Enterprise - Borderland)PJ, Mat and Eliot are very happy to see special guest star Brent Spiner show up on Enterprise, as Doctor Arik Soong! And we're getting a story that ties into the Eugenics War and Khan! Is Enterprise finally becoming the prequel series it maybe should've been all along? Plus! Who want an Ensign Jeffrey spin-off?
Theme tune by Eliot Red
Artwork by Mat Troy
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If you enjoy the podcast, and would like to support it, you can buy us a coffee on ko-fi...2023-02-0148 min
The Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryIRS Offers Some Relief with Notice 2022-53The IRS has issued some clarity and relief within notice 2022-53 which could waive penalties on RMDs that may have been missed within 2021 and 2022 for inherited IRAs. On this week’s episode, your financial coach and host, Jeff Montgomery, CTS™, dives into the interpretation of this notice and who it applies to. Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a client I can’t give you advice because I don’t know you. So, think of th...2022-11-1016 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryTaxation on Retirement Accounts- Part 3Your financial coach and host, Jeff Montgomery, CTS™, continues the discussion on taxes on retirement income. In parts 1 & 2 we talked about Roth conversions, Roth IRAs, and Traditional IRAs. In this week’s episode, Jeff tackles the subject of annuities and how distributions are taxed from both qualified and non-qualified annuities. Be sure to check out episodes 69 & 70 if you missed them, and then please enjoy the final part of this mini-series on Taxation of Retirement Accounts! Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give...2022-10-0614 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryTaxation on Retirement Accounts- Part 2 On this week’s episode of the Fiscal Blueprint podcast, we are continuing our discussion on taxable distributions from retirement accounts and how they can affect retirement income planning. We go into more detail by giving some examples of how distributions work with non-deductible IRA contributions and Roth IRA contributions. All of this and more on this week’s episode with Jeff Montgomery and Nick Craven, CFP®! Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a client I can’t...2022-09-2123 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryTaxation on Retirement Accounts 101There is no doubt that income taxation plays an important role for retirees and their retirement income plans. So, what is considered retirement income? Typically, Social Security, a traditional pension, disbursements from retirement accounts (401k’s, 403B’s, IRA’s, etc.), and also, annuities. Taxation on distributions from annuities can get especially confusing for some folks. So, in today’s episode, your financial coaches Jeff Montgomery and Nick Craven go over ‘Taxation 101’ on all different retirement accounts to help better understand taxation on annuities. Disclaimer: Please do not take advice from me on this show. As...2022-09-1332 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomerySocial Security, Inflation, & RMD news!Today’s episode covers a little bit of everything because there is quite a bit going on in the world of finance! Your financial coach, Jeff Montgomery tackles a few topics including Social Security and the possibility of an upcoming cost of living adjustment. Jeff also discusses the latest inflation numbers and some very interesting data about market performance before and after recessions. Finally, he discusses some proposed RMD regulations for post-SECURE Act required minimum distributions for inherited IRAs. All of this and more on this week’s episode! You won’t want to miss this episode to catch up on...2022-07-0523 min
Salem The PodcastBONUS: Bewitched Statue Vandalized!It has certainly been a crazy week here in Witch City! The iconic 9-ft bronze statue of Elizabeth Montgomery was doused in bright red paint. The Satanic Temple was also attacked by an arsonist. Local Salem tour guides Sarah & Jeffrey share some details and discuss the immediate public response. They also chat about attending a memorial service for the 330th anniversary of Bridget Bishop's execution.
Resources:
SALEM NEWS
https://www.salemnews.com/news/vandalism-of-samantha-leads-to-foot-chase/article_16a8c7c4-e5e5-11ec-a91f-5342bc464847.html
NBC BOSTON
https://www.nbcboston...2022-06-1323 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryNo Hurricane, YetIs there an economic hurricane on the horizon? Well, JP Morgan CEO Jamie Dimon seems to think so and he caused quite a stir when he alluded to this impending ‘storm.’ On this week’s episode, your host and financial coach, Jeff Montgomery, breaks down a recent article by First Trust that covers this speculation swirling around the economy and the possibility for an economic ‘hurricane.’ The article covers several economic indicators that Jeff unpacks throughout the episode. To view the full article from First Trust, click here. Disclaimer: Please do not take adv...2022-06-0816 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryUkraine, Recent Market Performance, and the Social Security Tax TorpedoIn this week’s episode, Jeff discusses a hodgepodge of topics based on some recent news & happenings within the last couple of weeks. First, he lends a bit of perspective on the Russian- Ukrainian conflict and how it’s been affecting the markets lately. He touches on the possibility of the Fed raising interest rates once again and how that could also further impact financial markets. Then, he switched gears to discuss what we are calling a potential Social Security ‘Tax Torpedo.’ What is it and how can you possibly avoid it? To view Jeff’s original...2022-03-2124 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryTax Planning & the Death of a Spouse- Part 2In this week’s episode, we are continuing the discussion on the unfortunate circumstances of a spouse passing away. A myriad of financial decisions need to be made during an already difficult time, and it’s important to understand the implications of many of those decisions. Last week, we talked about the step-up in basis rule as well as the widow’s penalty. This week, we are going to cover what happens when a spouse inherits an IRA and the choices that he or she may have when it comes to inheriting a deceased spouse's retirement accounts. D...2022-02-1015 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryTax Planning & the Death of a Spouse- Part 1The death of a spouse is never something easy to handle. Not only is one facing extreme grief and sorrow, but there are also a plethora of financial decisions to make and tax implications to consider. In this week’s episode of the Fiscal Blueprint podcast, your host & financial coach Jeff Montgomery discusses how the death of a spouse can affect your taxes and the main things to potentially look out for. Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to cli...2022-02-0214 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryAlphabet Soup – QCD’s & IRA’sIn this week’s episode of the Fiscal Blueprint podcast, we are discussing Qualified Charitable Distributions (QCD’s,) which are a way for you to move funds out of your IRA to a qualifying charity, income tax-free. In the tax planning realm, they can be very useful tools and it’s important to understand how to correctly apply them. Check out the full episode for the top 5 rules you should know about QCD’s! Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to...2022-01-2514 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryThe Investor's DilemmaOn this week’s episode of the fiscal blueprint podcast, we have a ‘blast from the past’ for you! We revisit an oldie, but a goodie, of an episode with Jeff & Joani where they discuss the Investor’s Dilemma. The information in this episode is especially applicable today as it may help investors have peace of mind, especially in turbulent times like we are currently facing.2021-12-3027 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryRetirement Age Confusion!Do you ever get confused about all the different ages and dates surrounding retirement? Social Security ages, RMD ages, Medicare ages…. the list can go on! Dates and age triggers in our retirement system can be really perplexing. In this week’s episode, we clear up confusion and discuss some common misconceptions about important ages & dates in the retirement planning realm. I began to give this some thought based on some recent experiences I have had during our annual strategy meetings with our clients, where there was some confusion on the SS start dates. 2021-11-2324 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff Montgomery8 Things to Know When Choosing a Medicare PlanIt's that time of year again! It's open enrollment for Medicare. Have you noticed all the commercials on television? The decision isn't always easy. And can be very confusing for some. So, in this episode of the fiscal blueprint, we're going to talk about eight things to know when choosing a Medicare plan. Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a client I can’t give you advice because...2021-11-1021 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryA Quick Discussion on Generations and Millennial WealthThis week’s episode is short & sweet! Your host and financial coach, Jeff Montgomery, leads an interesting discussion around the millennial generation, which is defined as folks born between 1981 & 1996 and accounts for 22% of the U.S. population. Jeffs discusses some compelling facts surrounding millennial wealth and some misconceptions about their financial well-being. Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a client I can’t give you advice because I don’t know you. So, think of...2021-10-2114 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryQ&A- A Little Bit of Tax Planning, Roth Conversions, & MedicareEPISODE 58: Q&A- A Little Bit of Tax Planning, Roth Conversions, & Medicare In this week’s episode of the Fiscal Blueprint podcast, Nick Craven, CFP® and Jeff Montgomery tackle an interesting and multi-faceted listener question. They dive into a real-world tax planning example where they discuss everything from Roth Conversions to Capital Gains taxes, to Medicare surcharges. Dive into this week’s episode to learn more! Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a cli...2021-09-2822 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryTax Planning Strategies, Part 4: HSA's and Understanding the QBI DeductionWe understand tax planning is not a fun subject to talk about. Most of us just hand over a bunch of stuff to our accountants at tax time and let them figure it all out. However, we firmly believe it’s important to have a basic understanding in this area so you can ask the right questions! On our final podcast of this series on tax planning ideas, we will talk about HSA accounts and then we’ll discuss a provision in the TCJA called the QBI deduction, which can provide a generous tax break for bu...2021-08-2419 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryTax Planning Strategies, Part 3: Donor Advised Funds & Bunching StrategiesThis episode marks part 3 of our 4-part series on tax planning strategies! This week, Jeff Montgomery and co-host Nick Craven briefly talk about a Donor Advised Fund, (DAF) which in its simplest form allows donors to make charitable contributions to a public charity and receive an immediate tax benefit. Later in the episode, Jeff and Nick focus the bulk of their discussion talking about bunching strategies. (0:45) Practical Planning Segment: A quick disclaimer here… after all we are talking about taxes! Please do not take advice from me on this show. As a li...2021-08-1018 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryTax Planning Strategies, Part 2: What is a QCD?This week, your host Jeff Montgomery alongside special guest Nick Craven, CFP®, continues the discussion on tax planning. Specifically, they tackle all things surrounding Qualified Charitable Distributions (QCD’s.) What are the benefits? QCD’s lower adjusted gross income, but why is that important? All these questions are answered, and more, on this week’s episode of the Fiscal Blueprint® podcast. (0:30) Practical planning segment: A quick disclaimer here, after all, we are talking about taxes: Please do not take advice from me on this show. As a licensed Fiduciary I am only allow...2021-08-0525 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryTax Planning Strategies, Part 1: Roth ConversionsEPISODE 54: Tax Planning Strategies Part 1: Roth Conversions Have you ever heard of the tax torpedo? Or how about the ticking tax time bomb? Maybe you’ve heard it called the tax freight train?! All these terms sound pretty scary. So, what can you do about them? In this multi-part series, we discuss some popular, and not so popular, tax planning strategies that may help you mitigate potential tax increases that most experts agree are heading our way! Disclaimer: Please do not take advice from me on this show. As a lic...2021-07-2736 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryInflation- It's Not Transitory!So, let me ask you a question, how many times in the last couple of months or so have you heard the word inflation? I bet it’s a lot. It seems like every other article is written about inflation and if you turn on any of the popular business channels even your nightly news, it’s mentioned many times during the broadcast. As a matter fact if you Google the word inflation, you’ll get 180 million results! If it took you two minutes to read each result. It would take you 685 y...2021-07-2130 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryRMD Madness! Why Don’t We Just Get Rid of RMD’s Altogether?On this week’s episode of the Fiscal Blueprint podcast, we continue our conversation on RMD's (required minimum distributions.) Is it time to finally get rid of them altogether? Well, a recent article in Investment News explored this possibility and there are definitely some compelling arguments for this idea. Who knows if it will it ever happen but, it is absolutely worth discussing! Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to advise clients. So, unless you’re a client I can’t give you adv...2021-05-2626 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryA Rundown on RMD’s: Misconceptions & Mistakes to Avoid!On today’s show, we are going to go over some common misconceptions and mistakes folks make when it comes to taking their RMD’s from their IRAs. Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you’re a client I can’t give you advice because I don’t know you. So, think of this as helpful hints and education only. And please before implementing any information or ideas you hear on this show always consult your legal...2021-05-1828 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff Montgomery6 Retirement Killers to Avoid At All Costs!On today's show, we are going to discuss the 6 Retirement Killers to avoid at all costs! (0:25) Practical Planning Segment: From my experience, the number one concern for most folks when it comes to financial planning is outliving their money in retirement. Along with that, many folks are concerned about the costs of long-term care and paying for increasing health care expenses in general. Soon-to-be retirees often express that they are worried about running out of money before they run out of life! A lot of these folks are...2021-04-2817 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryAvoid Penalties & Confusion: Know The Difference Between a Rollover and a TransferOn today's show, we are going to discuss the difference between a rollover and a transfer, and if you think that's a boring topic, you might be right., However, it is an extremely important topic because if you do it wrong, the IRS can levy some large tax penalties. Let’s deconstruct the difference between rollovers and transfers. Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you are a client, I cannot give you...2021-03-2324 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryThe Ins & Outs of Roth ConversionsWelcome to episode 48 of the fiscal blueprint podcast! Today we are going to talk about the Ins and outs of Roth conversions and answer a few questions such as: What is the purpose of a Roth conversion? How does it benefit you? And what are the pros and cons of completing a Roth conversion? Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to clients. So, unless you are a client, I cannot give you advice because I don’t know you. So...2021-03-1724 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff Montgomery4th Quarter Recap & Economic Outlook for Q1We 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. We are going to focus heavily on data and statistics today, and dive into key indicators of economic health. Click Here...2021-01-2615 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff Montgomery2021 Q&A- The Biden Tax Proposal, RMD’s, Market Outlook, more!EPISODE 46: 2021 Q&A- The Biden Tax Proposal, RMD’s, Market Outlook, more! 2021 is off to a start! It seems like we are picking up right where we left off in 2020. Although we have political turmoil setting the stage for 2021. As of this podcast, the markets are shrugging off all of this drama. However, I'm sure many of you listening are worried about what the future holds not only for the country but also for your finances. So on today's show, we're going to go through some common questions that we h...2021-01-1328 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryIncome 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? Stick around because that is what we will be taking about...2020-12-1526 minThe Fiscal Blueprint: Retirement Built Right w/ Financial Coach Jeff MontgomeryIncome Ideas For Retiring Early (Part 1)There have been so many interesting articles floating around lately on how the COVID-19 pandemic as affected retirement. Some of these statistics are absolutely astonishing! Recent research has found that millions of Americans who lost their jobs during the early months of the pandemic have decided to call a quits early. (Market Watch article in May of 2020.) Before COVID-19 came along, people over the age of 55 represented 25% of the American workforce. There were more workers over the age of 55 than under 30. In the course of just a few months, that ratio rev...2020-12-0921 min
Unglossy: Decoding Brand in CultureCubeRoyce tells us more about the launch of the Ryan Montgomery Foundation, considers some of the stigmas associated with therapy, and reveals why he believes so strongly in its power that he’s on a mission to make it more accessible. Lupe addresses his “Vote Joe Biden” Instagram post this week, and along with Royce and Tom welcomes the show’s first guest — LA Times columnist Erika D. Smith — to discuss both Ice Cube and Diddy’s forays into politics with the “Contract with Black America” and “Our Black Party,” respectively. The fellas discuss Killer Mike’s new digital bank, and consider openi...2020-10-221h 03