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 22 Teams and $5.1 Billion in Assets in 2025 – Firm Assets Reach $34 Billion
by Concurrent Investment Advisors February 3, 2026 Concurrent Bets on Entrepreneurship and Wins Big Tampa, FL — Concurrent Investment Advisors used 2025 to do more
