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.
Fidelity’s $100 Million Custody Minimum: What Independent RIAs Should Consider Next
As custody requirements evolve, independent RIA owners face important decisions about maintaining control, preserving client relationships, and positioning their businesses for the future. The independent
