Karat Stick | A Financial Substack Column by Ben Jones

Karat Stick | A Financial Substack Column by Ben Jones

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5 predictions for 2026
Once again, we peer into a crystal ball.
Dec 20 • Ben Jones, CFP®
Six-Figure Poverty
What it takes to raise a modern middle-class family
Dec 6 • Ben Jones, CFP®
The 5 Most Common Retirement Anxiety Disorders
Many Americans are either afraid to retire or retired and afraid.
Nov 22 • Ben Jones, CFP®
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Modern Portfolio Query
Feb 18, 2023 • Ben Jones, CFP®
Behind the Collapse of SVB
Mar 18, 2023 • Ben Jones, CFP®
5 Reasons Your Budget is Broken
Feb 25, 2023 • Ben Jones, CFP®
My Worst Financial Mistakes
Sep 16, 2023 • Ben Jones, CFP®
Estate Planning Gone Wrong
Jun 3, 2023 • Ben Jones, CFP®
Generosity Killed the Cat
Mar 2, 2024 • Ben Jones, CFP®
Your Health for Insurance
Why health insurance is so expensive and what people are doing about it.
Nov 16 • Ben Jones, CFP®
Trick or Treat - What’s Next for Stocks
Scary stock valuations dampen optimism
Oct 25 • Ben Jones, CFP®
Suboptimal Optimization
Seeking balance over perfection
Oct 11 • Ben Jones, CFP®
I Depreciate That
Depreciation: A top tool for reducing tax liability.
Sep 27 • Ben Jones, CFP®
Exponential Wealth Through Concentration
How to become a billionaire.
Sep 13 • Ben Jones, CFP®
The Struggle Up Everest
Not all who summit survive.
Aug 30 • Ben Jones, CFP®
Money Alchemist Podcast EP 38 | The Most Hated Economy
A war of the classes
Aug 16 • Ben Jones, CFP®
Karat Stick | A Financial Substack Column by Ben Jones
Karat Stick | A Financial Substack Column by Ben Jones
Karatstick is the weekly newsletter dedicated to those savers looking for an edge at dodging the slings and arrows on their wealth building journey. Ben is the Managing Director of NWMG, advocating practical wealth building solutions.
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Disclosure
Investment advice offered through National Wealth Management Group, LLC, a registered investment advisor and separate entity from LPL Financial.

Karat Stick | A Financial Substack Column by Ben Jones

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