Dec 30, 2021

On 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...

Nov 23, 2021

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...

Nov 10, 2021

It'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...

Oct 21, 2021

This 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...

Sep 28, 2021

EPISODE 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...