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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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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 [email protected]
Call us at 513-438-0095
Comments or questions? Email us at [email protected]
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Editor:
Trevor Gargano
Email: [email protected]
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.
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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