The Money Alchemist Podcast

Don’t Waste Your Money: Common Annual Enrollment Mistakes

Listen Later
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

               

              ____________________________

               

              Follow our socials to support the podcast; see extra clips and announcements!

               

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

              X: https://twitter.com/moneyalchpod 

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

                

              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.

              ...more
              View all episodesView all episodes
              Download on the App Store
              The Money Alchemist PodcastBy Ben Jones & Brent Gargano
              • 4.9
              • 4.9
              • 4.9
              • 4.9
              • 4.9

              4.9

              7 ratings

              More shows like The Money Alchemist Podcast

              View all
              Jill on Money with Jill Schlesinger by Audacy

              Jill on Money with Jill Schlesinger

              1,943 Listeners

              Mac Geek Gab — Apple Tips, Tricks, and Troubleshooting by Dave Hamilton, Pilot Pete & Adam Christianson

              Mac Geek Gab — Apple Tips, Tricks, and Troubleshooting

              836 Listeners

              Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

              Your Money, Your Wealth

              807 Listeners

              Locked On Steelers – Daily Podcast On The Pittsburgh Steelers by Locked On Podcast Network, Christopher Carter

              Locked On Steelers – Daily Podcast On The Pittsburgh Steelers

              747 Listeners

              The Daily by The New York Times

              The Daily

              112,840 Listeners

              DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing by Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav

              DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

              885 Listeners

              Ready For Retirement by James Conole, CFP®

              Ready For Retirement

              812 Listeners

              Steelers Afternoon Drive by Pro Football Insiders

              Steelers Afternoon Drive

              28 Listeners

              Last Paycheck by Archie and Rob Hoxton

              Last Paycheck

              14 Listeners