This Weeks Topics:

1. Enrollment and contribution best practices
2. Plan design - who these plans are optimized for
3. Fees, what they pay for
4. How to collab with an advisor
5. Hidden secrets in the plan document
6. Recent policy changes that expand investment offering potential

_____

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/

  _

Special Guest: Matt Heitman, CFA, CFP®, ChFC®

Wealth Advisor, National Wealth Management Group

www.nwmgadvisors.com

https://www.linkedin.com/in/matthew-e-heitman/

Comments or questions? Email us at comments@moneyalchemistshow.com

Call us at 513-438-0095

Comments or questions? Email us at comments@moneyalchemistshow.com

___________________

Editor:

Trevor Gargano

Email: Trevor@trevorgargano.com

LinkedIn: https://www.linkedin.com/in/trevor-gargano-72727b67/

Website: TheDigitalQuarterback.com

____________________________

Instagram: https://www.instagram.com/moneyalchemistpod/

X: https://twitter.com/moneyalchpod

Facebook: https://www.facebook.com/profile.php?id=61556458987483

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.

Managing investment return expectations.

The truth behind terrible returns is a person that doesn’t quite understand market mechanics and how they tie into your financial goals.

Watch this episode now: https://www.youtube.com/channel/UCDMLU9XVm8Cd5c1-gWbk3VA

Sources:

https://www.ramseysolutions.com/retirement/the-12-reality

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/ltcma-2025-us-matrix_usd.pdf

https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/vemo-return-forecasts.html

https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

_______________

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/

  __

Brent Gargano, CFP®

Founder & Advisor, Infinite Wealth Planning 

www.infinitewealthplanning.com

linkedin.com/in/brent-gargano-cfp®-2067b573

Comments or questions? Email us at comments@moneyalchemistshow.com

___________________

Editor:

Trevor Gargano

Email: Trevor@trevorgargano.com

LinkedIn: https://www.linkedin.com/in/trevor-gargano-72727b67/

Website: TheDigitalQuarterback.com

____________________________

Instagram: https://www.instagram.com/moneyalchemistpod/

X: https://twitter.com/moneyalchpod

Facebook: https://www.facebook.com/profile.php?id=61556458987483

___________

Investment advice offered through National Wealth Management Group, LLC.

Information in this podcast should not be construed as tax advice. Consult with your tax professional for specific advice on your situation.

The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.

Diversification is the foundation of most investment advice, but what if it's also the single greatest barrier to generating true, exponential wealth?

In this episode, we challenge conventional wisdom and explore the high-risk, high-reward strategy of concentrated investing. We delve into how some of the world's most successful investors built fortunes not by spreading their capital thin, but by placing high-conviction bets on a few key assets.

We’ll discuss the principles behind this approach, the deep research it requires, and why it's a strategy that can either lead to transformative wealth or significant loss. Join us as we explore whether the path to exponential returns lies in taking a different, more focused direction.

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/

  __

Brent Gargano, CFP®

Founder & Advisor, Infinite Wealth Planning 

www.infinitewealthplanning.com

linkedin.com/in/brent-gargano-cfp®-2067b573

Comments or questions? Email us at comments@moneyalchemistshow.com

___________________

Editor:

Trevor Gargano

Email: Trevor@trevorgargano.com

LinkedIn: https://www.linkedin.com/in/trevor-gargano-72727b67/

Website: TheDigitalQuarterback.com

____________________________

Instagram: https://www.instagram.com/moneyalchemistpod/

X: https://twitter.com/moneyalchpod

Facebook: https://www.facebook.com/profile.php?id=61556458987483

___________

Investment advice offered through National Wealth Management Group, LLC.

Information in this podcast should not be construed as tax advice. Consult with your tax professional for specific advice on your situation.

The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.