What The Wealth Retirement Podcast
When it comes to financial planning and investing, many of us have more questions than answers. The “What the Wealth?!” Retirement Podcast 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.
What The Wealth Retirement Podcast
Latest Episodes
Five Signs You’re Truly Ready To Retire (141)
You can have more than enough money and still feel completely unable to retire. That disconnect is what we tackle today, using a simple framework: 5 signs that prove retirement readiness with evidence, not vibes. If your confidence rises and fa...
Can You Create a Retirement Income Floor Without a Employer Pension—Really? (140)
Most retirement advice assumes you either have a pension or you’ll just “withdraw 4% and be fine.” Real life is messier than that, especially when you’re staring at a 401(k) balance and wondering how to turn it into a paycheck you can trust for...
"We've Got $1.2M, Can We Retire in Three Years?" (139)
Three years out from retirement is where the plan either gets real or quietly turns into stress. We take a tight-margin case study a 60-year-old couple with $1.2 million saved who want to retire at 63 and show exactly why the final 36 months ma...
Pension Plus + Social Security: What You Need to Know (138)
A pension and Social Security can feel like the retirement “finish line,” but guaranteed income is only the starting point for a plan that actually holds up in real life. We walk through the planning gaps we see most often when someone retires ...
You Inherited an IRA – Do You Know What to Do With It? (137)
Your kids inherit your IRA and the rules don’t “wait until they’re ready.” The SECURE Act puts most non-spouse beneficiaries on a 10-year deadline, and that single change can turn a well-built retirement account into a forced tax event right wh...