In this episode of The Flex Forward Podcast, host Nic Espanet sits down with Zachary Montgomery—an attorney, CPA, fraud examiner, adjunct professor, and founder of Montgomery Legal. Zachary shares how he’s combined his legal and financial backgrounds to serve clients in a more holistic, one-stop-shop manner for tax, estate planning, and business-related legal issues.
He opens up about his unique career path, the challenges of not fitting into traditional law firm molds, and how his background has become his biggest asset. From discussions on the importance of financial literacy for all professions to how faith guides his decisions as a husband, father, and entrepreneur, Zachary brings a thoughtful and authentic voice to this conversation.
Nic and Zachary also dive into passive income strategies, real estate, and the idea of starting a podcast that integrates faith, family, and entrepreneurship.
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