Episodes

  • Is This Time Different?: America's Tariff Strategy and the Spectre of Recession

    Is This Time Different?: America's Tariff Strategy and the Spectre of Recession
    Apr 12 2025
    Fitful swings in equity and bond markets this past week have wrecked more sleepful nights than drunk neighbors on Independence Day. What can be done? The NASDAQ hourly chart resembles an EKG reading of a fibrillating heartbeat. Some fear this could be the heartbeat of the new American economy. Treasury Scott Bessent has been making the rounds on numerous media outlets with defibrillator pads at the ready. Perhaps the cold plunge into the tariff pool may have been too much for prediabetic markets accustomed to a diet of loose fiscal policy. Financial stimulus is as addicting as sugar, so say the economists. Though positive outcomes could arise out of the tariff negotiations, there are too many hands in the till that benefit from the status quo. Change is unwelcome when large sums of money are involved. Even the benchmark 10-year Treasury has come under attack with yields increasing by approximately 50 basis points. Strange for the sudden shift in risk-off sentiment. Almost as if a sovereign bond holder were dumping T-Bonds to apply strategic pressure on Washington D.C. But that is just silly speculation. Something is different about this selloff, but the principles of investing remain. Equity markets often temporarily decouple from their long-term fundamental purpose, which is to value the progress of human innovation, growth and trade. We can see equity markets plunge regularly by -10% or more. In fact, this happens most years. Bear markets occur every 5 years, on average. And yet, a recovery has never failed to materialize. What happens next is not without precedent. We believe it will be no different, despite cries to the contrary. Remember, hyperbole is usually wrong and this is why we call it hyperbole. The news demands your attention and will go to great lengths to get it. Balance out your newsfeed with Ben and Brent as they dive further into this topic. They discuss tariffs, recession worries, history of America’s major bear markets, and what to expect next. ______ About Your Hosts Ben Jones 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  Brent's Website --> www.infinitewealthplanning.com Connect with Brent on Linkedin - > linkedin.com/in/brent-gargano-cfp®-2067b573 Sign Up For Brent's Newsletter -- > https://share.hsforms.com/1maVO0YZ0T3uIA80kyeGi1Any3h8   ______ Editor Trevor Gargano Email: Trevor@trevorgargano.com 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: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  Advisors associated with National Wealth Management Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of National Wealth Management Group; or (2) solely investment advisor representatives of National Wealth Management Group, and not affiliated with LPL Financial. Investment advice offered through National Wealth Management Group, a registered investment advisor and separate entity from LPL Financial. 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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    56 mins
  • Smart Tax Planning: Tax Tips for Investors and Business Owners

    Smart Tax Planning: Tax Tips for Investors and Business Owners
    Mar 29 2025
    America’s least favorite day is quickly approaching in a little over two weeks. Millions scramble to frantically count their beans while the oppressive Eye of ‘Providence’ lords over them. April 15 may usher in the Spring with all its good vibes, longer days, and the smell of outdoor barbecues with freshly cut grass. But it also marks a cumulative day of stress with the unholy combination of a strict deadline with complex accounting that exposes the consequences of last year’s financial decisions. The instinct is to bum rush the problem with brute force intensity, outsourcing as much work as possible to caffeine tweaked accountants. Mistakes are made, and tempers are bound to flare. Let 2025 be the year you get ahead of the problem. Good tax planning is a year-long process and Ben and Brent discuss what this entails. They highlight several common areas where they see mistakes so you can avoid them. The overarching message is to not rely on your accountant, accounting software, and definitely not the IRS to catch errors on your return. While tax calculations are formulaic, the results are only as accurate as the input. The art of tax planning involves optimizing and confirming accuracy of the inputs over all relevant tax years. It's a great way your financial advisor can add value! Topics discussed include: What is a 1040? Components of a tax return? Planning opportunities along the tax return:Maximizing above the line deductions, retirement plans, corporate benefitsBusiness deductions, strategic planning done to reduce taxable incomeBack door Roth IRA - Roth Capital gains - which bracket are you in? Strategic ways to use gains/lossesBeing aware of itemized vs standard deduction, can you “bunch”? Estimated payments, how does it work and opportunities to take advantageBorrowing from appreciated assets to defer tax - like the billionaires What are some of the common elements we see in client tax returns that are “high risk”?Don’t assume the tax return tells the whole story Back door Roth IRA’s - easily reported incorrectly RSU’s - underwithholding issues and basis reporting issuesQCD’s incorrectly reportedThings that don’t even generate a tax form (estimated payments) Looking to the future - TCJA expiration in 2026 and possible tax outcomes ______ About Your Hosts Ben Jones 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 Read Brent's latest newsletter --> https://40221980.hs-sites.com/infinite-wealth-plannings-february-newsletter-is-live?ecid=&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz-_Efdxwvp3oso7SBWpKxOU7Rxa0wru_6V-AGrl_LgK7QRQR8XQhfQHlOLqA4xUUUKt9_Phs Sign Up For Brent's Newsletter -- > https://share.hsforms.com/1maVO0YZ0T3uIA80kyeGi1Any3h8   ______ Editor Trevor Gargano Email: Trevor@trevorgargano.com 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: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  Advisors associated with National Wealth Management Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of National Wealth Management Group; or (2) solely investment advisor representatives of National Wealth Management Group, and not affiliated with LPL Financial. Investment advice offered through National Wealth Management Group, a registered investment advisor and separate entity from LPL Financial. 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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    1 hr and 9 mins
  • 2025 Recession Watch: How to Proactively Strategize

    2025 Recession Watch: How to Proactively Strategize
    Mar 15 2025
    The first few months of 2025 have produced mixed results for US equities. Despite efforts to coax out the full economic potential of the U.S., domestic markets have lacked confidence. Meanwhile, ‘safe haven’ assets such as Treasury Bonds and international stocks have broadly rallied. They say it’s been the worst start to a year since, well, 2022. With a ballooning Federal deficit and the potential for a more competitive overseas trade environment, recent moves seem a bit counter intuitive. The prevailing fear is that prolonged trade negotiations could discourage domestic capital deployment, thus triggering a cascade of negative consequences. The concern that tariffs will trigger another wave of uncomfortable inflation, while possible, is overblown. Especially considering the recent March 14 reading of CPI-U at 0.2% (2.43% annualized), a drop in energy prices and a modest decline in longer-term rates. It is reasonable for equity investors to experience a correction of –20% or more from highs once every four years on average. This happens when FUD (fear, uncertainty and doubt) dominates sentiment. International market valuations relative to US have been historically cheap with the S&P 500 coming off two back-to-back years of double-digit rallies. It is easier to turn an ankle stepping off first-place podium. So, is that it? Is the US no longer top contender? The Atlanta Fed’s GDPNow model revised its annualized growth in the current quarter from +2.3% to –2.4%. Keynesian free-trade fanatics are busy prostrating themselves on camera to abash any with a notion that tariffs could be a means to a positive end. All I can say is that it’s possible and they could be right. I offer no guarantees but remind you that we’ve been down scarier roads than this one. Yet here we are, living better than kings not so long ago. Not kings today. Charles has it pretty good. I invite you to join Brent and I as we elaborate on this topic. We discuss current markets, what we should be doing in response to these downturns and what you should be hearing from your advisor. __ We would appreciate it if you could follow our podcast and give it a five-star rating! This supports us in reaching a wider audience, allowing us to assist more individuals in their financial learning journey. ______ About Your Hosts Ben Jones 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 Read Brent's latest newsletter --> https://40221980.hs-sites.com/infinite-wealth-plannings-january-newsletter-is-live-1?ecid=&utm_source=hs_email&utm_medium=email Sign Up For Brent's Newsletter -- > https://share.hsforms.com/1maVO0YZ0T3uIA80kyeGi1Any3h8 ______ Editor Trevor Gargano Email: Trevor@trevorgargano.com 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: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Advisors associated with National Wealth Management Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of National Wealth Management Group; or (2) solely investment advisor representatives of National Wealth Management Group, and not affiliated with LPL Financial. Investment advice offered through National Wealth Management Group, a registered investment advisor and separate entity from LPL Financial. ​The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.
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    52 mins
  • February Market Update: What To Do When Markets Melt

    February Market Update: What To Do When Markets Melt
    Mar 1 2025

    The engagement farmers masquerading as prognosticators have been busy this month! There’s so much doom to talk about. It’s all so very exciting, and you need to tune in. Ignoring the information so you don’t miss a perfectly timed nugget of information that will cost you everything.

    Even so, three months later we’ll forget the stress of today like it was our first dirty diaper. We’ll move onto new stressors with potentially world-ending consequences. A constant attack on our psyche, forever testing our tenacity. Give in now and you just may avoid a black swan catastrophe, only at the cost of building wealth.

    Resilience in the face of uncertainty is a necessary tenet of investing. Weak hands build fragile bridges to success. The tiniest of quakes precedes a long swim in a river of regret. This pullback could become a correction, then a bear market.

    Crypto investors are more modern and efficient. They skip the first two steps and go straight into a bear market.

    It should only matter to you if you have a concrete plan for the money and that plan will execute in the near future. Otherwise, hold fast. Of course, this assumes you began with a sensible allocation. Garbage investments usually deteriorate into a tax writeoff no matter how patient you are.

    Join your Money Alchemists hosts for an engaging conversation about the state of markets, volatility, the fundamentals of investing and what you should be doing to keep your strategy moving forward.

    ______

    About Your Hosts

    Ben Jones

    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

    Read Brent's latest newsletter --> https://40221980.hs-sites.com/infinite-wealth-plannings-january-newsletter-is-live-1?ecid=&utm_source=hs_email&utm_medium=email

    Sign Up For Brent's Newsletter -- > https://share.hsforms.com/1maVO0YZ0T3uIA80kyeGi1Any3h8

    ______

    Editor

    Trevor Gargano

    Email: Trevor@trevorgargano.com

    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:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

    Advisors associated with National Wealth Management Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of National Wealth Management Group; or (2) solely investment advisor representatives of National Wealth Management Group, and not affiliated with LPL Financial. Investment advice offered through National Wealth Management Group, a registered investment advisor and separate entity from LPL Financial.

    ​The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.
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    43 mins
  • Money & Motivations

    Money & Motivations
    Feb 15 2025
    Journey > Destination. Does the world run on envy? Charlie Munger, who once said, “the first rule of a happy life is low expectations”, argued that it does. We even have the adage ‘keeping up with the Joneses’ to encapsulate this ongoing economic arms race. In-your-face financial flexing is difficult to ignore. A moment of boredom followed by a screen tap and a world of obscene wealth can be streamed directly into your consciousness. Enough of this, and you begin to develop a subconscious crisis, sleepwalking your way into an unaffordably expensive situation. Worse, you could develop deep seated resentments culminating into pervasive discontent. By “low expectations,” Charlie meant that you should expect less in exchange for your efforts. It’s not a call to curb your aspirations. When applied, this mindset repels disappointment and encourages sustained motivation. High-profile black swan jackpots and grift have sold many on the fallacy of wealth without effort. When money is conflated with meaning, the expedient path seems obvious. Only a chump would expend his energy for something that could be more easily attained. Millions flock to recently legalized betting markets, trading schemes, and hot potato crypto scams, chasing the Leprechaun. A story as old as the Leprechaun itself. Most don’t realize this is a disenchanted path without a destination. The plight of a materialist without wisdom. A life lived with sublime purpose is more precious than any asset. It is the noblest of pursuits, with monetary wealth being a common side effect. The grandest human stories are those of sacrifice, not envy or any of its accomplices. Ben and Brent explore this subject in an open-ended conversation, drawing on several sources for inspiration. It’s a complex topic to unpack, to be sure. One we hope to refine in future episodes. Please share your thoughts and comments or future episode ideas with planning@nwmgadvisors.com! ______ Sources The Soul of Wealth, Daniel Crosby: PERMA (Positive Emotion, Engagement, Relationships, Meaning, Advancement) ______ About your Hosts Ben Jones 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 Learn more about Brent and follow his newsletter --> https://infinitewealthplanning.net/about-us/#founder ______ Editor Trevor Gargano Financial Advisor Marketer Trevor@nwmgadvisors.com https://www.linkedin.com/in/trevor-gargano-72727b67/ ______ 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: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Advisors associated with National Wealth Management Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of National Wealth Management Group; or (2) solely investment advisor representatives of National Wealth Management Group, and not affiliated with LPL Financial. Investment advice offered through National Wealth Management Group, a registered investment advisor and separate entity from LPL Financial. ​The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.
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    50 mins
  • Home & Auto Insurance Trends

    Home & Auto Insurance Trends
    Feb 1 2025

    The Palisades, Eaton, and Hughes fires have affected 59 square miles of land in Southern California. Combined, they have consumed more than 16,000 homes and buildings and an uncounted number of automobiles.

    This natural disaster comes hot off the heels of two hurricanes that wreaked havoc in Florida and North Carolina, from which residents are still recovering. Those who have been through the home building or remodeling process should have more than a modicum of empathy.

    It’s difficult enough to find a good home builder. Now imagine doing this reactively without adequate funds and under intense competition for scant capable contractors. Distressed land sales are inevitable.

    A tragedy for the victims of these natural disasters who are already reeling from immense personal loss. Some will be indemnified by insurers, many will not. Insurance is one of those easy to neglect aspects of your financial life because it feels like a waste of money.

    I hope you do waste your money on insurance because that is the best of possible outcomes. If you file a claim, that means Newton & Murphy’s Laws ganged up on you.

    Most of us don’t even know where to start when it comes to assessing insurance needs, and we’re allergic to the greasy tactics the insurance industry uses to maximize profits at our expense. So what do we do?

    That’s exactly what we brought our guest and insurance guru, Sean Cohen, into the studio to discuss.

    ______

    About your Hosts

    Ben Jones

    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

    Learn more about Brent and follow his newsletter --> https://infinitewealthplanning.net/about-us/#founder

    ____

    Guest:

    Sean Cohen

    Owner of S. Cohen Insurance Agency

    https://scoheninsurance.com/

    (859)443-4466

    (859)694-2284 for quotes

    ______

    Editor

    Trevor Gargano

    Financial Advisor Marketer

    Trevor@nwmgadvisors.com

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

    ______

    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:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

    Advisors associated with National Wealth Management Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of National Wealth Management Group; or (2) solely investment advisor representatives of National Wealth Management Group, and not affiliated with LPL Financial. Investment advice offered through National Wealth Management Group, a registered investment advisor and separate entity from LPL Financial.

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

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    1 hr and 6 mins
  • Financial Anxiety

    Financial Anxiety
    Jan 18 2025

    Why you have it and what to do about it.

    Financial stress is a response to a specific, often temporary, financial problem that can be resolved through specific action. As an example, you are about to close on a home purchase and are uncertain if loan underwriting will be completed in time. These stressors can be quickly alleviated with the right course of action and often resolve themselves in time.

    Financial anxiety involves more pervasive worry that can paralyze action, making it difficult to address the core of a financial issue. We may not even be conscious of our anxiety, but it manifests itself through a general discomfort that can lead to suboptimal decision making.

    Think of someone desperate to earn the approval of another, and in doing so unnaturally acquaint themselves with avarice. While not necessarily financially devastating, it can lead someone down a path into personal ruin.

    It’s important to confront your anxiety to address its genesis. Only then can you begin to improve the quality of your life and move on to the next stage of your development.

    This is the topic of discussion in today’s episode. Ben and Brent talk about how they’ve addressed financial anxiety and what to do when you inevitably face this ubiquitous force.

    Sources:

    https://www.kitces.com/blog/distinguish-financial-stress-from-anxiety-and-client-communication-strategies-to-help/

    ______

    About your Hosts

    Ben Jones

    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

    Learn more about Brent and follow his newsletter --> https://infinitewealthplanning.net/about-us/#founder

    ______

    Editor

    Trevor Gargano

    Financial Advisor Marketer

    Trevor@nwmgadvisors.com

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

    ______

    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:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

    Advisors associated with National Wealth Management Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of National Wealth Management Group; or (2) solely investment advisor representatives of National Wealth Management Group, and not affiliated with LPL Financial. Investment advice offered through National Wealth Management Group, a registered investment advisor and separate entity from LPL Financial.

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

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    51 mins
  • Setting & Hitting Your Goals

    Setting & Hitting Your Goals
    Jan 4 2025

    Another year, different in how you make it.

    2025 is here and so are the renewed pressures of the ego to break through yet another motivational barrier. The root of the word sublime stems from Latin to mean, roughly, high threshold. The things that are most worth doing are not easy.

    Sublime is a subjective word. It’s true meaning found at that point where your aspirations meet the outset edge of your competency. To find it, you need to be introspective and self-aware.

    This is the ethos of effective goal setting. Goals are not fun to set because they invite discomfort through a tolerable degree of invitational suffering. But through them we discover that extraordinary things can be achieved through incremental efforts.

    While setting goals starts with an honestly aware self, meeting those goals requires consistent action of the most ordinary kind. Almost mundane, really, which is what can make accomplishment so tough.

    In 2025’s first MAP episode, Brent and Ben discuss their thoughts on the subject with the hope that some can find encouragement. It also serves to hold ourselves accountable to our goals for the content they deliver.

    Happy New Year and may you discover your own personal sublimity through this new 12-month journey in time!

    ______

    About your Hosts

    Ben Jones

    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

    Learn more about Brent and follow his newsletter --> https://infinitewealthplanning.net/about-us/#founder

    ______

    Editor

    Trevor Gargano

    Financial Advisor Marketer

    Trevor@nwmgadvisors.com

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

    ______

    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:

    The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

    Securities offered through LPL Financial, Member FINRA & SIPC.. Advisory services offered through National Wealth Management Group, LLC a registered investment advisor and separate entity from LPL Financial.

    Brent Gargano is solely an investment advisor representative of National Wealth Management Group, LLC, and not affiliated with LPL Financial. Any opinions or views expressed by Brent Gargano are his own and are not those of LPL Financial
    Show more Show less
    56 mins
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