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
Retiring in the US with a Pension? How to Make it Fit with Social Security and Savings? (121)
Using Your Lower-Income Years to Convert IRAs and Reduce Lifetime Taxes (120)
A Big Inheritance: How to Successfully Pass Wealth (119)
Avoid The Costly Estate Mistake That Erases Your Step-Up In Basis (118)
Case Study: $1.4M, Early 50's – A Small Tweak Results in More Cash, Less Stress (117)