This Weeks Topics:
- Enrollment and contribution best practices
- Plan design - who these plans are optimized for
- Fees, what they pay for
- How to collab with an advisor
- Hidden secrets in the plan document
- Recent policy changes that expand investment offering potential
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About your Hosts
Ben Jones, CFP®
Managing Director, National Wealth Management Group
Sign up for Ben’s newsletter at www.karastick.com
Follow him on X @thekaratstick
https://www.linkedin.com/in/ben-nwmg/
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Special Guest: Matt Heitman, CFA, CFP®, ChFC®
Wealth Advisor, National Wealth Management Group
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
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Editor:
Trevor Gargano
Email: Trevor@trevorgargano.com
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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