Don’t Waste Your Money: Common Annual Enrollment Mistakes
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Don’t Waste Your Money: Common Annual Enrollment Mistakes
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À propos de ce contenu audio
- What’s happening 10 min
- All asset classes are up: bonds, stocks, precious metals, crypto
- Valuations at ATH
- Brent’s new baby
- Equity flows from funds to bonds
- Crypto crunch in October - Bitcoin in corrective territory from ATH
- Tariff threat with China last week.
- All asset classes are up: bonds, stocks, precious metals, crypto
- This week’s most interesting money story - Alfred Nobel 15 min
- Topic de jour - Open enrollment season - Optimize your choices 20 min
- Listener Q&A -
- “We are buying a new home, what do we do with our old home. Should we rent it out or sell it to fund goals or reduce the mortgage balance on the new home”
- Tip of the week
- Don’t use your HSA - defer it
- Backup, Hidden savings of online delivery
- 529 plan payroll deduction
Resources:
- Employer Benefits Checklist: https://www.fppathfinder.com/checklists/respond/423a7a8d-e99e-4201-b7da-80e337855dce
About your Hosts
Ben Jones, CFP®
Managing Director, National Wealth Management Group
www.nwmgadvisors.com
Sign up for Ben’s newsletter at www.karastick.com
Follow him on X @thekaratstick
https://www.linkedin.com/in/ben-nwmg/
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Brent Gargano, CFP®
Founder & Advisor, Infinite Wealth Planning
www.infinitewealthplanning.com
linkedin.com/in/brent-gargano-cfp®-2067b573
Join Brent's Monthly Newsletter:
https://40221980.hs-sites.com/join-infinite-wealth-plannings-newsletter
Comments or questions? Email us at comments@moneyalchemistshow.com
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Editor:
Trevor Gargano (The Digital QB)
Email: Trevor@trevorgargano.com
LinkedIn: https://www.linkedin.com/in/trevor-gargano-72727b67/
Website: TheDigitalQuarterback.com
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Disclosure:
Investment advice offered through National Wealth Management Group, LLC.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.
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