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Making the Most of Your 401k: How to Optimize Your Plan's Design and Contributions
This Weeks Topics:
_____
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/
_
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 [email protected]
Call us at 513-438-0095
Comments or questions? Email us at [email protected]
___________________
Editor:
Trevor Gargano
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.
View all episodes
By Ben Jones & Brent Gargano
4.9
77 ratings
This Weeks Topics:
_____
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/
_
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 [email protected]
Call us at 513-438-0095
Comments or questions? Email us at [email protected]
___________________
Editor:
Trevor Gargano
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.
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