In today’s episode, Ben Jones sits with Jim Blair, Vice President/Co-Founder of Premier Social Security Consulting, to discuss all things Social Security. Jim pulls from more than 35 years of experience working for the Social Security Administration.

From when to file to the financial health of the program, they cast a wide net. Whether you’re about to file for your benefit or you’re just curious about how it works, this is worth a listen!

Today’s Host

Ben Jones

Managing Director of National Wealth Management Group, LLC

www.nwmgadvisors.com

Author of karatstick.com

Follow him on X @thekaratstick

Special Guest

Jim Blair

VP of Premier Social Security Consulting

www.premiersocialsecurityconsulting.com

jblair@mypremierplan.com

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Questions?

Email us at Trevor@nwmgadvisors.com

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To support the podcast, we'd really appreciate it 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. James Blair and Premier Social Security Consulting are not affiliated with LPL Financial or National Wealth Management Group.

Securities offered through LPL Financial, Member FINRA & SIPC.. Advisory services offered through National Wealth Management Group, LLC a registered investment advisor and separate entity from LPL Financial.

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

____

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

____

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.