The Money Alchemist Podcast

Learn More / Submit Questions: https://info.moneyalchemistshow.com/SubmitQuestion-Contact-AC?test=true
Welcome to The Money Alchemist Podcast at FPA All Ohio, a special interview series featuring conversations recorded live at one of the Midwest's premier financial planning conferences.
Hosted by Brent Gargano, CFP® and Ben Jones, CFP®, this playlist brings together financial advisors, industry leaders, authors, consultants, and innovators to discuss the future of financial planning, investing, retirement, client relationships, behavioral finance, artificial intelligence, practice management, and the ideas shaping the advisory profession.
These conversations go beyond markets and portfolios to explore how advisors can create greater value for the people they serve while adapting to an ever-changing financial landscape.
A special thank you to the Financial Planning Association (FPA) of Cincinnati for welcoming us to the FPA All Ohio Conference and helping make these conversations possible.
About Dennis Mosley-Williams
Dennis Mosley-Williams is the founder of Dennis Mosley-Williams Strategic Consulting, a boutique consulting firm that works predominantly with financial advisors on customer experience, client transformation, and creating greater value beyond traditional financial planning. He is also the author of Serious Shift.
 
About your Hosts 
 
Ben Jones, CFP® 
Managing Director, National Wealth Management Group 
www.nwmgadvisors.com  
Sign up for Ben’s newsletter at www.karatstick.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 
Join Brent's Newsletter: https://forms.infinitewealthplanning.com/join-brents-newsletter
 
Subscribe to The Money Alchemist Podcast for more interviews, investing insights, retirement planning strategies, and conversations with some of the brightest minds in financial planning.
Have a financial question you'd like Brent and Ben to discuss on a future episode? Submit it through the link in our bio. Your question could be featured in an upcoming episode.
 
 
Disclosure: 
The information provided on this podcast is for educational and informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice.  The views expressed here are those of the hosts and guests and do not necessarily reflect the views of National Wealth Management Group, LLC or its affiliates.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy discussed will be successful or profitable. Past performance is not indicative of future results.
Economic discussions are based on current data and opinions, which are subject to change and may not accurately predict future events. We encourage listeners to conduct their own research and seek guidance from a certified financial advisor before making any decisions.
Advisory services are offered through National Wealth Management Group, LLC. For more information about National Wealth Management Group including our Forms ADV and CRS, please visit our website www.nwmgadvisors.com or contact us directly.
To connect with Ben Jones or Brent Gargano directly, email us at comments@themoneyaltchemistshow.com.
 

Comments or questions?  Submit to our link in our show bio 
Are you spending too much time trying to optimize the wrong parts of your financial life?
In this episode of The Money Alchemist Podcast, Brent Gargano and Ben Jones discuss one of the biggest mistakes they see investors make: obsessing over financial decisions that have very little impact while overlooking the habits that actually build long-term wealth.
From budgeting and investment returns to Social Security timing, retirement planning, taxes, and asset allocation, they explain why focusing on the fundamentals often produces better financial outcomes than chasing the "perfect" strategy.
They also break down this week's biggest market headlines, including the Federal Reserve meeting, SpaceX trading below its IPO price, inflation, Apple reclaiming the top market cap, and what's happening across the AI and semiconductor landscape.
In this episode:
Why reverse budgeting can be more effective than tracking every dollar
Why your saving rate often matters more than investment returns
Financial behaviors that have the biggest long-term impact
Social Security timing and retirement planning
The difference between optimizing your finances and overcomplicating them
Estate planning, tax efficiency, and asset allocation
This week's market and economic updates
Tip of the Week: Back-to-school sales tax holidays
The biggest gains in personal finance rarely come from finding a better investment. They come from consistently making better decisions over decades.
 
About your Hosts 
 
Ben Jones, CFP® 
Managing Director, National Wealth Management Group 
www.nwmgadvisors.com  
Sign up for Ben’s newsletter at www.karatstick.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 
Join Brent's Newsletter: https://forms.infinitewealthplanning.com/join-brents-newsletter
 
 
 
 
Disclosure: 
The information provided on this podcast is for educational and informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice.  The views expressed here are those of the hosts and guests and do not necessarily reflect the views of National Wealth Management Group, LLC or its affiliates.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy discussed will be successful or profitable. Past performance is not indicative of future results.
Economic discussions are based on current data and opinions, which are subject to change and may not accurately predict future events. We encourage listeners to conduct their own research and seek guidance from a certified financial advisor before making any decisions.
Advisory services are offered through National Wealth Management Group, LLC. For more information about National Wealth Management Group including our Forms ADV and CRS, please visit our website www.nwmgadvisors.com or contact us directly.
To connect with Ben Jones or Brent Gargano directly, email us at comments@themoneyaltchemistshow.com.

Millions of Americans dream about building wealth, but what do wealthy families actually do differently?
In this episode, Brent Gargano and Ben Jones break down a recent survey of more than 1,400 Americans with over $3 million in invested assets. They explore the habits, decisions, and long-term mindset that consistently separate wealthy households from everyone else—and, more importantly, which of those habits anyone can begin applying today.
 
Topics include:
• Why ownership is the foundation of wealth• The power of long-term investing and compounding• Why wealthy families value flexibility over lifestyle inflation• Legacy planning and thinking beyond your own retirement• Why successful people build a team of trusted advisors
Plus, the hosts discuss current market headlines, including:
• Trump's new investment accounts• Early Q2 earnings from major banks• SpaceX trading below its IPO price• The return of Anthropic's Fable 5• Recent developments affecting global markets
 
Tip of the Week
American Express Blue cardholders may be eligible for a monthly streaming credit. Brent and Ben explain how to take advantage of the benefit.
If you enjoy conversations on investing, retirement planning, and building long-term wealth, subscribe to The Money Alchemist Podcast for new episodes every week.
Have a financial question you'd like us to discuss on the show?
Submit it through the link in our bio or leave a comment below.
 
About your Hosts 
 
Ben Jones, CFP® 
Managing Director, National Wealth Management Group 
www.nwmgadvisors.com  
Sign up for Ben’s newsletter at www.karatstick.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?  Submit to our link in our show bio 
 
Disclosure: 
The information provided on this podcast is for educational and informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice.  The views expressed here are those of the hosts and guests and do not necessarily reflect the views of National Wealth Management Group, LLC or its affiliates.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy discussed will be successful or profitable. Past performance is not indicative of future results.
Economic discussions are based on current data and opinions, which are subject to change and may not accurately predict future events. We encourage listeners to conduct their own research and seek guidance from a certified financial advisor before making any decisions.
Advisory services are offered through National Wealth Management Group, LLC. For more information about National Wealth Management Group including our Forms ADV and CRS, please visit our website www.nwmgadvisors.com or contact us directly.
To connect with Ben Jones or Brent Gargano directly, email us at comments@themoneyaltchemistshow.com.

The 4% Rule has guided retirement planning for decades, but does it still make sense in today's market?
In Episode 60, Ben Jones and Brent Gargano break down the origins of the 4% Rule, Bill Bengen's original research, the Trinity Study, and how retirees can think about safe withdrawal rates and spending guardrails throughout retirement.
The conversation also covers recent developments in the markets, including inflation concerns, the latest updates surrounding the SpaceX IPO, and what investors should be watching.
To wrap up the episode, Ben and Brent share a practical tip on how to check for unclaimed funds that may be waiting for you.
 
Submit Your Questions: https://info.moneyalchemistshow.com/SubmitQuestion-Contact-AC?test=true
Topics include:
The history of the 4% Rule
Bill Bengen's research
The Trinity Study
Safe withdrawal rates
Spending guardrails
Inflation updates
SpaceX IPO update
Market news
How to check for unclaimed funds
 
About your Hosts 
 
Ben Jones, CFP® 
Managing Director, National Wealth Management Group 
www.nwmgadvisors.com  
Sign up for Ben’s newsletter at www.karatstick.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 
 
Disclosure: 
The information provided on this podcast is for educational and informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice.  The views expressed here are those of the hosts and guests and do not necessarily reflect the views of National Wealth Management Group, LLC or its affiliates.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy discussed will be successful or profitable. Past performance is not indicative of future results.
Economic discussions are based on current data and opinions, which are subject to change and may not accurately predict future events. We encourage listeners to conduct their own research and seek guidance from a certified financial advisor before making any decisions.
Advisory services are offered through National Wealth Management Group, LLC. For more information about National Wealth Management Group including our Forms ADV and CRS, please visit our website www.nwmgadvisors.com or contact us directly.
To connect with Ben Jones or Brent Gargano directly, email us at comments@themoneyaltchemistshow.com.

In Episode 59 of The Money Alchemist Podcast, Brent Gargano and Ben Jones discuss one of the largest IPOs in history as SpaceX officially goes public, raising billions and pushing Elon Musk's net worth to unprecedented levels.
The conversation explores how IPOs work, why companies go public, what investors should know about IPO volatility, and whether participating in high-profile public offerings is actually a good investment strategy.
The episode also covers new stock market highs, recent developments in the Middle East, the growing debate around AI regulation, and what today's headlines may mean for investors.
In Episode 59, topics include:
• The SpaceX IPO• Elon Musk's Net Worth• How IPOs Work• IPO Risks & Volatility• Private vs Public Companies• Stock Market All-Time Highs• AI Regulation & Anthropic• Investing Psychology• Portfolio Diversification• Wealth Building Principles
 
About Your Hosts
Ben Jones, CFP®Managing Director, National Wealth Management Groupwww.nwmgadvisors.com
Sign up for Ben's newsletter at www.karatstick.com
Follow Ben on X @thekaratstick
Brent Gargano, CFP®Founder & Advisor, Infinite Wealth Planningwww.infinitewealthplanning.com
Questions or comments?
comments@moneyalchemistshow.com
 
Timestamps
00:00 Welcome Back & Episode Introduction
02:35 Recapping Episode 58 with Dr. Bryan Buechner
04:45 Consumer Psychology & Investing
12:00 Middle East Updates & Market Impact
15:00 Why Markets Keep Hitting New Highs
18:45 AI Adoption & Career Implications
22:15 Anthropic, AI Regulation & Government Intervention
30:00 SpaceX IPO Explained
34:30 How IPOs Actually Work
38:30 Elon Musk Becomes The World's First Trillionaire
46:30 Should Investors Participate In IPOs?
49:00 Why IPOs Often Struggle After Launch
53:00 Valuations, Dilution & Share Issuance
57:30 Concentration vs Diversification
59:30 Final Thoughts
 
Disclosure
The information provided on this podcast is for educational and informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice. The views expressed here are those of the hosts and guests and do not necessarily reflect the views of National Wealth Management Group, LLC or its affiliates.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy discussed will be successful or profitable. Past performance is not indicative of future results.
Economic discussions are based on current data and opinions, which are subject to change and may not accurately predict future events. We encourage listeners to conduct their own research and seek guidance from a certified financial advisor before making any decisions.
Advisory services are offered through National Wealth Management Group, LLC. For more information about National Wealth Management Group including Forms ADV and CRS, please visit www.nwmgadvisors.com.

Have you ever bought something and immediately wondered, "Why did I spend money on that?"
In Episode 58 of The Money Alchemist Podcast, Brent sits down with Dr. Bryan Buechner, marketing professor at Xavier University and expert in consumer psychology, to explore the hidden forces that influence our financial decisions every day.
Together they discuss how marketing shapes behavior, why self-control is more complicated than simply "spending less," and how consumers can make better purchasing decisions in a world filled with endless choices, targeted advertising, social media, AI recommendations, and subscription services.
They also dive into topics such as Costco's cult-like customer loyalty, the rise and fall of Peloton, the psychology of pricing, consumer biases, AI shopping assistants, decision fatigue, loyalty programs, and how understanding consumer behavior can ultimately help you become a better steward of your money.
Whether you're trying to spend more intentionally, improve your financial habits, or simply understand why companies market the way they do, this episode offers practical insights that can help you make better decisions with your money.
About your Hosts
Ben Jones, CFP®
Managing Director, National Wealth Management Groupwww.nwmgadvisors.comSign up for Ben’s newsletter at www.karatstick.comFollow him on X @thekaratstickhttps://www.linkedin.com/in/ben-nwmg/
Brent Gargano, CFP®
Founder & Advisor, Infinite Wealth Planningwww.infinitewealthplanning.comhttps://linkedin.com/in/brent-gargano-cfp®-2067b573
Comments or questions?comments@moneyalchemistshow.com
About Featured Guest Dr. Bryan Buechner
Dr. Bryan McCann is a marketing professor at Xavier University specializing in consumer behavior, psychology, retail marketing, and self-control research. His work focuses on understanding how consumers make decisions and how businesses can better serve customers through consumer-centered strategies.
 
Connect with Bryan: https://www.linkedin.com/in/bryanbuechner
 
SHOW NOTES
In This Episode
Why consumer psychology matters for your finances
The connection between marketing and money behavior
Self-control strategies that actually work
Why budgeting fails for many people
The paradox of choice and decision fatigue
How AI is changing consumer behavior
Understanding omission neglect and hidden information
Costco's unique business model and customer loyalty
What Peloton teaches us about branding and consumer perception
The psychology of pricing and value
Why community and belonging influence spending decisions
How friction impacts purchasing behavior
Why paying for something often increases commitment
Practical ways to make better financial decisions
 
Disclosure
The information provided on this podcast is for educational and informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice. The views expressed here are those of the hosts and guests and do not necessarily reflect the views of National Wealth Management Group, LLC or its affiliates.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy discussed will be successful or profitable. Past performance is not indicative of future results.
Economic discussions are based on current data and opinions, which are subject to change and may not accurately predict future events. We encourage listeners to conduct their own research and seek guidance from a certified financial advisor before making any decisions.
Advisory services are offered through National Wealth Management Group, LLC. For more information about National Wealth Management Group including Forms ADV and CRS, please visit www.nwmgadvisors.com.

Is AI about to replace financial advisors?
In this episode of The Money Alchemist Podcast, we explore how AI tools like ChatGPT, Claude, and Grok are beginning to influence investing, financial planning, and the way people search for financial advice online.
We compare how AI responds to both simple and complex financial questions and discuss where these tools may be useful — and where they can still fall short compared to experienced advisors.
We also dive into markets, inflation, rising interest rates, prediction markets, consumer spending, and the growing role technology is playing across finance and decision-making.
What’s happening in 10 minutes
• Kevin Warsh confirmed by the Senate• Long-term Treasury yields spike above 5%• What higher bond yields could mean for mortgage rates• Consumer spending reaches new highs as inflation remains elevated• Bank of America insights on market behavior and spending trends• US-China summit developments and market implications• 60 Minutes segment on prediction markets and insider trading concerns
About your Hosts
Ben Jones, CFP®
Managing Director, National Wealth Management Groupwww.nwmgadvisors.comSign up for Ben’s newsletter at www.karatstick.comFollow him on X @thekaratstickhttps://www.linkedin.com/in/ben-nwmg/
Brent Gargano, CFP®
Founder & Advisor, Infinite Wealth Planningwww.infinitewealthplanning.comhttps://linkedin.com/in/brent-gargano-cfp®-2067b573
Comments or questions?comments@moneyalchemistshow.com
Topic Du Jour
Organic Advisors Are Cooked
• Can AI replace financial advisors?• Testing ChatGPT, Claude, and Grok with real financial planning questions• High-fidelity vs low-fidelity prompts• The strengths and weaknesses of AI-generated financial advice• How investors may use AI moving forward• Risks of relying entirely on chatbot financial guidance
Example scenarios discussed:
• “My employer rewarded me with stock options — what should I do with the money?”• “I’m retiring at age 55 — how do I recreate a paycheck?”• “My wife and I have 3 kids — how should we fund college?”
 
Sources & Links
Wall Street Journal:Should AI Be Your Financial Adviser?https://www.wsj.com/finance/investing/i-asked-chatgpt-to-manage-a-stock-portfolio-heres-how-it-did-0d62900b
Bank of America Insights:https://institute1.bofa.com/C/?q=e4SyKUJSHPg
 
Disclosure
The information provided on this podcast is for educational and informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice. The views expressed here are those of the hosts and guests and do not necessarily reflect the views of National Wealth Management Group, LLC or its affiliates.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy discussed will be successful or profitable. Past performance is not indicative of future results.
Economic discussions are based on current data and opinions, which are subject to change and may not accurately predict future events. We encourage listeners to conduct their own research and seek guidance from a certified financial advisor before making any decisions.
Advisory services are offered through National Wealth Management Group, LLC. For more information about National Wealth Management Group including Forms ADV and CRS, please visit www.nwmgadvisors.com.
 
 
 
 

What accounts do you actually need to build wealth?
In this episode of The Money Alchemist Podcast, Ben and Brent break down the idea that simplicity often beats complexity when it comes to financial planning and investing.
They discuss why many investors end up chasing gimmicks, opening too many accounts, and overcomplicating their finances....when in reality, only a handful of account types tend to do most of the heavy lifting over time.
The conversation walks through the core account structures they believe are most important for long-term wealth building and why understanding the purpose of each account matters more than constantly searching for the next strategy.
 
 
What’s happening in 10 minutes
• Earnings growth accelerating across the S&P 500• AI hardware demand surging with renewed focus on infrastructure• Micron, Intel, AMD, and Broadcom seeing increased attention• GameStop’s reported interest in eBay and why the market reacted negatively• PCE inflation coming in hotter than expected• 30-year Treasury bond hovering around 5%• Fed rate expectations and the outlook for future policy decisions
 
About Your Hosts
Ben Jones, CFP®Managing Director, National Wealth Management Groupwww.nwmgadvisors.comSign up for Ben’s newsletter: www.karatstick.comFollow him on X @thekaratstickhttps://www.linkedin.com/in/ben-nwmg/
Brent Gargano, CFP®Founder & Advisor, Infinite Wealth Planningwww.infinitewealthplanning.comhttps://linkedin.com/in/brent-gargano-cfp®-2067b573
 
Topic Du Jour
The 5 Only Accounts You’ll Ever Need
• Checking Accounts• High-Yield Savings Accounts• Non-Qualified Brokerage Accounts• Roth Retirement Accounts• Pre-Tax Retirement Accounts• Bonus: HSA Accounts (if eligible)
Additional Topics Discussed
• Simplicity vs sophistication in investing• Why too many accounts can create confusion• The danger of gimmick chasing• Common traits of successful long-term investors• The role each account type plays in financial planning
Tip of the Week
• Use VRBO to find properties, then search for the property manager’s direct booking website to potentially save money• Pursue contractor bids during the fall when demand is often lower compared to spring and summer
 
Sources & Links
Andrew Ross Sorkin Interview with GameStop CEO:https://www.youtube.com/watch?v=Bmj2PaxX24E
FactSet Earnings Update:https://insight.factset.com/sp-500-earnings-season-update-may-1-2026
 
Comments or questions?Email us at: comments@moneyalchemistshow.com
Disclosure
The information provided on this podcast is for educational and informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice. The views expressed are those of the hosts and guests and do not necessarily reflect the views of National Wealth Management Group, LLC or its affiliates.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy discussed will be successful or profitable. Past performance is not indicative of future results.
Economic discussions are based on current data and opinions, which are subject to change and may not accurately predict future events. We encourage listeners to conduct their own research and seek guidance from a certified financial advisor before making any decisions.
Advisory services are offered through National Wealth Management Group, LLC. For more information, including Forms ADV and CRS, please visit www.nwmgadvisors.com or contact us directly.
To connect with Ben Jones or Brent Gargano directly, email: comments@themoneyalchemistshow.com

What does TV get right… and wrong… about financial planning?
In this episode of The Money Alchemist Podcast, Ben and Brent break down popular wealth strategies featured in Beef (Season 2) and separate what’s realistic from what’s not.
They walk through concepts like buy, borrow, die, 1031 exchanges, and the use of entities, explaining how these strategies actually work in real life and where they’re often misunderstood.
They also discuss the ethical and practical considerations behind some of the scenarios portrayed, and what viewers should take away when thinking about their own financial plan.
What’s happening in 10 minutes
• S&P 500 back to positive territory after recent volatility• Market rebound driven by institutional flows and retail participation• International markets still leading year-to-date• CPI rising to 3.3% — highest in two years• Earnings growth accelerating across the S&P 500• Shifting dynamics between the MAG 7 and the broader market
Topic Du Jour
Netflix Season 2 Beef Wealth Strategies Explained
• Buy, Borrow, Die — legit, but anyone can use• 1031 Transfers — legit, but anyone can use• Embezzlement & the ethics of JTTEN account with elderly parent• Shell companies — legit, works in real life and in the show• Healthcare for HCEs but not rank and file — not compliant with ACA
Tip of the Week
Smartwool socks — buy them at Sierra Trading Post:https://www.sierra.com/all/s~smartwool/?page=1&overrideSort=TopSellersScore
Strategies Covered
• Buy, Borrow, Die• 1031 Exchanges• Use of entities and shell companies• Ethical considerations in financial decision-making• Healthcare access differences and regulatory realities
About Your Hosts
Ben Jones, CFP®Managing Director, National Wealth Management Groupwww.nwmgadvisors.comSign up for Ben’s newsletter: www.karatstick.comFollow him on X @thekaratstickhttps://www.linkedin.com/in/ben-nwmg/
Brent Gargano, CFP®Founder & Advisor, Infinite Wealth Planningwww.infinitewealthplanning.comhttps://linkedin.com/in/brent-gargano-cfp®-2067b573
Comments or questions?Email us at: comments@moneyalchemistshow.com
Disclosure
The information provided on this podcast is for educational and informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice. The views expressed are those of the hosts and guests and do not necessarily reflect the views of National Wealth Management Group, LLC or its affiliates.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy discussed will be successful or profitable. Past performance is not indicative of future results.
Economic discussions are based on current data and opinions, which are subject to change and may not accurately predict future events. We encourage listeners to conduct their own research and seek guidance from a certified financial advisor before making any decisions.
Advisory services are offered through National Wealth Management Group, LLC. For more information, including Forms ADV and CRS, please visit www.nwmgadvisors.com or contact us directly.
To connect with Ben Jones or Brent Gargano directly, email: comments@themoneyalchemistshow.com

Topic of the Day
CFP® Meets Reddit
 
What can real questions from Reddit teach us about personal finance?
In this episode of The Money Alchemist Podcast, Ben and Brent review real posts from r/personalfinance and walk through how a CFP® professional would approach them. From navigating a major increase in income to thinking about long-term wealth, they break down practical decision-making in real-world scenarios.
They also cover current market and economic updates, including developments around the Artemis II mission, comparisons between NASA and SpaceX, recent shifts in MAG 7 valuations, and the latest geopolitical headlines.
If you’ve ever wondered how a financial advisor would think through real-life money questions, this episode offers a clear and practical look into that process.
What’s happening in 10 minutes
• Artemis II mission updates and cost considerations• NASA vs SpaceX: different approaches to space exploration• MAG 7 valuations amid recent market movement• Latest developments from recent geopolitical headlines
 
About your Hosts 
 
Ben Jones, CFP® 
Managing Director, National Wealth Management Group 
www.nwmgadvisors.com  
Sign up for Ben’s newsletter at www.karatstick.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 
 
Tip of the Week
www.CollegeAidPro.com 
 
Sources/Links:
Reddit Post 1: https://www.reddit.com/r/personalfinance/comments/1sejscz/roth_401k_contribution/
 
Reddit Post 2: https://www.reddit.com/r/personalfinance/comments/1s6x28g/massive_jump_in_salary_need_advice/
 
Citrini Report:
https://www.citriniresearch.com/p/strait-of-hormuz-a-citrini-field
 
Comments or questions?  Email us at comments@moneyalchemistshow.com 
 
The information provided on this podcast is for educational and informational purposes only and should not be construed as personalized investment, financial, tax, or legal advice.  The views expressed here are those of the hosts and guests and do not necessarily reflect the views of National Wealth Management Group, LLC or its affiliates.
Investing involves risk, including the potential loss of principal. There is no guarantee that any investment strategy discussed will be successful or profitable. Past performance is not indicative of future results.
Economic discussions are based on current data and opinions, which are subject to change and may not accurately predict future events. We encourage listeners to conduct their own research and seek guidance from a certified financial advisor before making any decisions.
Advisory services are offered through National Wealth Management Group, LLC. For more information about National Wealth Management Group including our Forms ADV and CRS, please visit our website www.nwmgadvisors.com or contact us directly.
To connect with Ben Jones or Brent Gargano directly, email us at comments@themoneyaltchemistshow.com.