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What The Wealth

Jonathan Bednar II, CFP

When it comes to financial planning and investing, many of us have more questions than answers. “What the Wealth?!” offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions and planning as a means to solve their investment and retirement concerns.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Paradigm Wealth Partners, a registered investment advisor and separate entity from LPL Financial.

Episodes
New Office Location: Paradigm Wealth Partners in Chattanooga! (93)April 17, 2024
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Balancing Generosity and Financial Security: A Journey to Sustainable Philanthropy (92)February 22, 2024
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The REAL Power of Patience: Celebrating Charlie Munger's Investment Wisdom and the Art of Behind Long-Term Wealth Creation (91)January 24, 2024
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Defying Predictions: The Surprising Strength of the Stock Market in 2023 and How to Proceed in 2024 (90)January 12, 2024
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Sailing Smoothly Through Market Fluctuations (89)November 06, 2023
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Exploring Passive Income Strategies (88)October 12, 2023
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Decoding Roth Conversions: A Deep Dive into Strategies, Myths, and Tax Implications (87)September 28, 2023
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Shaping Your Financial Future through Investing in Real EstateJuly 20, 2023
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Building Bridges to Your Future: Psychology Meets Personal FinanceJuly 06, 2023
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Bond Voyage: Sailing Into Retirement StabilityJune 15, 2023
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Retirement Checkpoints: How Much Do I Need to Save for Retirement?June 01, 2023
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Ep #82: What Happens Next?May 18, 2023
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Ep #81: Transferring Assets to BeneficiariesMay 04, 2023
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Ep #80: Taxes April 21, 2023
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Ep #79: The Importance of Having a PlanApril 06, 2023
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Ep #78: Banking Crisis 2.0March 23, 2023
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Ep #77: Should We Take Our Money Out of the Market?March 09, 2023
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Ep #76: The Debt CeilingFebruary 23, 2023
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Ep #75: 2023 Market Outlook February 09, 2023
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Ep #74: Breaking! SECURE Act 2.0 Updates RMDsJanuary 26, 2023
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Ep #73: How To Achieve Long-Term Financial Success January 12, 2023
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Ep #72: Things That Matter and Things You Can Control December 22, 2022
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Ep #71: I Want To Invest, But I Don’t Want To Lose MoneyDecember 05, 2022
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Ep #70: RMDs and QCDs with Katie KavehradNovember 17, 2022
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Ep #69: Donor Advised Funds with Katie KavehradNovember 03, 2022
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