SECURE 2.0 Act with Jeff Montgomery

About this episode

Jeff Montgomery returns to discuss the latest changes to the SECURE 2.0 Act and its implications for retirement planning.

Jeff Montgomery is the Founder and President of Montgomery Financial, a fully independent Registered Investment Advisory firm. We value Jeff's attention to detail and thorough approach to planning, including his knowledge and interpretation of the SECURE Act. Jeff was one of our very first podcast guests and he's back to discuss the latest changes to this law. This is another example of how Jeff and his team bring complex topics to life in easy to understand terms.

People in this episode

Host: Procino-Wells & Woodland, LLC

Guest: Jeff Montgomery

Topics covered

• SECURE 2.0 Act
• retirement planning
• investment advisory
• financial law
• regulatory changes

Keywords

• SECURE Act
• retirement
• investment
• financial planning
• law changes

Mentioned in this episode

Organizations: Montgomery Financial

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