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 
www.nwmgadvisors.com  
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 [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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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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