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May 13, 2020

In this week’s episode, your host Jeff Montgomery is joined by co-host Joani Gursky as well as special guest, Nick Craven- Associate Advisor at Montgomery Financial Services. The crew discusses a recent article written by renowned CPA, Ed Slott.

The article addresses the numerous questions we have received surrounding...


May 6, 2020

On today’s show, we cover a little bit of a local community update and discuss what’s going on here on the Eastern Shore. Also, Jeff and Joani discuss what’s been going on in the markets lately, from oil prices, to Disney to meat shortages & much more. Finally, we talk about a recent consumer sentiment survey that...


Apr 29, 2020

3 Reasons Why I’m Hopeful, Even Optimistic

(1) in modern times , The human race has never before faced a SINGULAR enemy. And we are responding, in unison, in record numbers!

By my estimates, somewhere between 100 - 200 million physicians, scientists, nurses, technologists, engineers are all taking aim at this...


Feb 26, 2020

Everywhere you look someone’s screaming about it or writing an alarming article about the new SECURE ACT!

Microphones and media today are guilty of manipulating the masses in the exact same way. The truth is, many of you are likely here [today/tonight], concerned that something called The SECURE Act might leave you...


Feb 3, 2020

(1:40) Practical Planning Segment: This is a topic that obviously doesn’t appeal to a vast audience and YES, I guess I’m kind of a nerd and like to learn new things and find this stuff interesting. However, we can tell by the number of podcast downloads what shows are popular and what shows are not J and suffice it...