In this episode of TALKENOMICS, David Montgomery, Managing Director of Retirement Plan Services at Concurrent, joins Adam Shapiro for a timely conversation on how investors can stay focused on long-term goals—especially during periods of market turbulence. David breaks down why emotional decision-making can derail retirement outcomes and offers insights on consistent 401(k) contributions, personalized Social Security strategies, and the power of staying invested. Watch the full segment below to learn how thoughtful planning can lead to better retirement outcomes—even in volatile markets.
Concurrent Adds 10 Advisors in Q4 on March to $15B AUM
by Alex Ortolani, Senior Reporter, WealthManagement.com December 10, 2025 Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and
