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
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...
Using Your Lower-Income Years to Convert IRAs and Reduce Lifetime Taxes (120)
The years between your last paycheck and your first Social Security or RMD can be the most valuable tax planning window of your life. We call it the Golden Window, and it’s when your income is low, your tax brackets are flexible, and your choic...
A Big Inheritance: How to Successfully Pass Wealth (119)
In this episode, I explain how inheritances go wrong and lay out a plan to keep wealth private, tax-smart, and protective. We compare wills and trusts, share real examples, and detail tools that shield heirs from probate, overspending, taxes, a...