Managing investment return expectations.
The truth behind terrible returns is a person that doesn’t quite understand market mechanics and how they tie into your financial goals.
Watch this episode now: https://www.youtube.com/channel/UCDMLU9XVm8Cd5c1-gWbk3VA
Sources:
https://www.ramseysolutions.com/retirement/the-12-reality
https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/ltcma-2025-us-matrix_usd.pdf
https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/vemo-return-forecasts.html
https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/
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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/
__
Brent Gargano, CFP®
Founder & Advisor, Infinite Wealth Planning
www.infinitewealthplanning.com
linkedin.com/in/brent-gargano-cfp®-2067b573
Comments or questions? Email us at comments@moneyalchemistshow.com
___________________
Editor:
Trevor Gargano
Email: Trevor@trevorgargano.com
LinkedIn: https://www.linkedin.com/in/trevor-gargano-72727b67/
Website: TheDigitalQuarterback.com
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Follow our socials to support the podcast; see extra clips and announcements!
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Disclosure:
Investment advice offered through National Wealth Management Group, LLC.
Information in this podcast should not be construed as tax advice. Consult with your tax professional for specific advice on your situation.
The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.
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