Join Brent and special guest Todd Finch as they sit down to talk about real estate. Why now may be a good time to buy, and what you can do to be more effective when buying your next home.

For more questions, email us at Trevor@nwmgadvisors.com

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Special Guest:

Todd Finch - Realtor

513-785-9994

Tfinch@comey.com

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Infinite Wealth Planning:

www.InfiniteWealthPlanning.com

National Wealth Management:

www.nwmgadvisors.com

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To support the podcast, we'd really appreciate if you follow us!

Instagram: https://www.instagram.com/moneyalchemistpod/

X: https://twitter.com/moneyalchpod

Facebook: https://www.facebook.com/profile.php?id=61556458987483

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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. All performance referenced is historical and is no guarantee of future results. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation. Brent Gargano is not affiliated with LPL Financial.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

Ben and Brent take a stroll across the shifting landscape of education in the US. The demand for private education is increasing as popular college funding plans become much more flexible. College tuition inflation seems to have hit some resistance as high school graduates become more discerning. Things are changing and mostly for the better!

Join your hosts of The Money Alchemists podcasts to learn more about the state of education in America.

For more questions, email us at Trevor@nwmgadvisors.com

Infinite Wealth Planning:

www.InfiniteWealthPlanning.com

National Wealth Management:

www.nwmgadvisors.com

____

To support the podcast, we'd really appreciate if you follow us!

Instagram: https://www.instagram.com/moneyalchemistpod/

X: https://twitter.com/moneyalchpod

Facebook: https://www.facebook.com/profile.php?id=61556458987483

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Sources:

College costs:

https://www.bestcolleges.com/research/college-costs-over-time/#:~:text=The%20average%20cost%20of%20college,1963%20to%20%2414%2C307%20in%202021.&text=That's%20accounting%20for%20inflation.

History of 529:

https://www.collegesavings.org/history-of-529-plans

Ohio EdChoice:

https://education.ohio.gov/Topics/Other-Resources/Scholarships/EdChoice-Scholarship

College Tuition Lookup:

https://www.collegeboard.org/college-cost-calculator

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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. All performance referenced is historical and is no guarantee of future results. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation. Brent Gargano is not affiliated with LPL Financial.

Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

Ben and Brent dive deep into Vanguard’s 31-page study on America’s retirement readiness released in 2023. The news isn’t great, as the title of the episode implies. Most Americans will be forced to make less-than-comfortable decisions during their golden years to keep solvent. They discuss what this means for people in this situation and what investors can do today to set themselves up for a retirement full of options.

In today’s episode, we talk about:

1. How much to people need?
2. How much to people have?
3. Why the difference?
4. What can you do to be successful?

For more questions, email us at trevor@nwmgadvisors.com

____

To support the podcast, we'd really appreciate if you follow us!

Instagram: https://www.instagram.com/moneyalchemistpod/

X: https://twitter.com/moneyalchpod

Facebook: https://www.facebook.com/profile.php?id=61556458987483

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Vanguard Study:

https://corporate.vanguard.com/content/dam/corp/research/pdf/the_vanguard_retirement_outlook.pdf

https://www.cnbc.com/2023/06/03/fidelity-how-much-americans-have-in-their-401ks-at-every-age.html

Fidelity Guide to retirement savings:

https://www.fidelity.com/viewpoints/retirement/retirement-guidelines#:~:text=Fidelity's%20estimate%20is%20to%20save,my%20savings%20cover%20in%20retirement%3F

Retirement Savings Needed by Age:

https://am.jpmorgan.com/us/en/asset-management/protected/adv/insights/retirement-insights/guide-to-retirement/

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation. Brent Gargano is not affiliated with LPL Financial.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Stock investing includes risks, including fluctuating prices and loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Mortgages are not available through LPL Financial.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.