The Money Alchemist Podcast

Don’t Waste Your Money: Common Annual Enrollment Mistakes

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Agenda:
  • 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. 
      • 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/ 

                __

              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 [email protected] 

               

              ___________________

               

              Editor:

               

              Trevor Gargano (The Digital QB)

              Email: [email protected]

              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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              The Money Alchemist PodcastBy Ben Jones & Brent Gargano
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