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
You Might Be Closer To Retirement Than You Think... Age 59.5? (129)
Most people can name the “retirement age” in a second. But the number that quietly unlocks real flexibility for your 401(k), 403(b), and traditional IRA is 59.5 and missing it can keep you working years longer than you need to. We walk through ...
Retire Before Time Runs Out – What Are You Waiting For? (128)
Retiring at 65 sounds safe until you look at one overlooked number: Healthy life expectancy. If the average American starts facing meaningful health limitations around the same age most people leave work, the biggest risk to your re...
Why Americans Are Lacking Retirement Confidence Despite Larger Nest Eggs (127)
Retirement confidence is at its lowest level since 2017, and the twist is that many people are doing “fine” on paper. So why are folks hesitant to stop working? I walk through what I see after helping hundreds of retirees: Confidence i...
Turning $1 Million into Steady Retirement Income (126)
A million dollars for retirement sounds like the finish line, until you try to live on it and realize there is no paycheck attached. I’m Jonathan Bedner, a Certified Financial Planner with Paradigm Wealth Partners, and in this episode I'll walk...
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...