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
How To Evaluate An Early Retirement Package (Company Buyout) Without Regret (125)
A buyout offer can feel like a gift, but it can also quietly wreck a retirement plan if you treat the severance cheque like a finish line. Let's walk through the real-world decisions behind Microsoft’s recent reported voluntary retirement style...
Why So Many Are Retiring to Tennessee — What You Should Know (124)
Retiring to Tennessee sounds simple until you start adding up the real numbers. We hear the same line again and again: “Tennessee is tax-friendly.” That’s true, but it’s also the fastest path to a bad decision if taxes are the only thing you co...
Retirement Episode: Biggest Risks, Options at Age 58, All Things Social Security, the $1.9 Portfolio (123)
There’s a retirement risk almost nobody models, and it has nothing to do with the stock market. It’s the quiet trade you make when you keep working past the point where your healthiest years are already slipping away.We stitched togethe...
Six Retirement Regrets (122)
The hard truth: Most retirements don’t fail on spreadsheets. They fail in real life when emotions, freedom, and spending collide. After decades of doing everything right, it’s easy to feel like you’ve earned the luxury car, the bigger house, th...
Retiring in the US with a Pension? How to Make it Fit with Social Security and Savings? (121)
Too many retirees make one pension decision they can’t undo and it reshapes their entire financial future. We break down the real trade-offs hiding behind payout options, survivor benefits, and the lure of a lump sum, then show you how to weave...