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.
Episodes
105 episodes
Stock Market Turmoil: When to Worry and What to Do? (105)
Market volatility triggers panic, but historical data reveals why staying calm and sticking to your financial strategy is the smartest approach during turbulent times.• Every time CNBC has aired a "Markets in Turmoil" special since 2010...
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Episode 105
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18:25
Home Value: Do We Have Enough Property Coverage? Essential for Homeowners (104)
Are you confident that your home insurance will cover you in times of crisis? When disaster strikes, many homeowners discover they lack sufficient protection. In this episode, I dive into the world of property and casualty insurance, especially...
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Episode 104
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6:38
Weathering the Storms: Long-Term Success Amid Market Volatility (103)
The recent sell-off in NVIDIA's stock highlights the fears surrounding market volatility. Past events quickly emphasizes the importance of maintaining a robust financial plan and understanding emotional market reactions.On this episode:...
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Episode 103
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12:31
Healthcare in Retirement: Navigating Health Plans During Your Transition to Retirement (102)
This episode focuses on healthcare options for early retirees, highlighting the Affordable Care Act and its accessibility. I share insights into navigating healthcare.gov, addressing chronic health issues, and making informed decis...
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Episode 102
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13:51
Navigating Toward a Secure and Fulfilling Retirement: Insights from a Financial Advisor (101)
Retirement is not just a distant dream; it's an achievable destination that requires strategic navigation. The What the Wealth Retirement Podcast unravels the complexities of planning for your golden years. As I shift the ...
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Episode 101
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7:44
100 Episodes of What the Wealth: Celebrating Our Journey and Future Opportunities (100)
I look back on 100 episodes of What the Wealth with gratitude and pride. It's been a fun pursuit and your support has made it that much more rewarding.As we go forward, I am thrilled about the promise of more consistent episodes filled ...
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Episode 100
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3:42
Your Guide: Financial Strategies for Staying on Track in Today's Economy (099)
What happens when financial stability suddenly feels distant? Temporary cash flow challenges can feel overwhelming but they don't have to derail your long-term financial goals. In this episode I explore strategies to keep your head above water ...
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Episode 99
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8:10
The AI Revolution: It's Transforming Industries, Should We Embrace It? (098)
The AI revolution is upon us and it's reshaping industries, work-life, and investment landscapes. On this episode I discuss the world of artificial intelligence, and together, we'll explore AI's unique ability to "think" and the duality of its ...
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Episode 98
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10:28
Exploring the Economic Effects of a the Recent Rate Cut (097)
How does the Federal Reserve's latest rate decision influence your financial future? With inflation taking a roller-coaster ride from 9% to a more manageable 3%, we explore the Fed's motivations for this rate cut and its broader im...
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Episode 97
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11:30
Will the Fed Cut Interest Rates Anytime Soon? Analyzing the Economic Outlook (096)
We're all curious as to what the Fed's going to do with rates. On this episode we attempt to tackle this burning question. We start by retracing the economic journey since 2021, exploring how post-COVID inflation surged to 9% and prompted the F...
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Episode 96
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10:22
Mastering the Market: Strategies and Mindset Built for Financial Resilience (095)
Are you prepared to navigate the rollercoaster of emotions that accompany a relentless bull market, from the dizzying heights of confidence to the potential perils of complacency? Lets cut through the noise and discuss practical wi...
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Episode 95
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7:49
A Common BIG Life Insurance Misconception (094)
When my cousin casually mentioned he didn't have life insurance for his non-working spouse, it sparked an important conversation. This episode is a must for anyone that underestimates the economic value of a stay-at-home partner. ...
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Episode 94
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9:17
New Office Location: Paradigm Wealth Partners in Chattanooga! (93)
Signal Mountain Road in Chattanooga is getting ready to host it's newest tenant: Paradigm Wealth Partners is officially moving in! As my family and I plant our roots even deeper in Chattanooga, this expansion isn't just busin...
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Episode 93
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4:44
Balancing Generosity and Financial Security: A Journey to Sustainable Philanthropy (92)
Imagine navigating the delicate balance between nurturing a generous heart and managing newfound wealth. That's exactly the journey we embarked on with a client who, after receiving a significant inheritance, grappled with how much they could g...
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Episode 92
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9:12
The REAL Power of Patience: Celebrating Charlie Munger's Investment Wisdom and the Art of Behind Long-Term Wealth Creation (91)
A quick recap of the timeless investment wisdom of the late Charlie Munger, Berkshire Hathaway's renowned Vice Chairman, as we reflect on his teachings about the virtue of patience. Can sitting tight with your investment portfolio ...
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Episode 91
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5:05
Defying Predictions: The Surprising Strength of the Stock Market in 2023 and How to Proceed in 2024 (90)
Who could have predicted the ironclad resilience of the stock market amidst the tumultuous events of 2023? In this episode I peel back the curtain on a year where, against all odds, the market leaped in the face of dire predictions, rate hikes,...
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Episode 90
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9:31
Sailing Smoothly Through Market Fluctuations (89)
What if there was a way to navigate the uncertainties of long-term retirement investments using past trends of the S&P 500 index? Don't let short-term market fluctuations deter you. The truth is, investing for retirement requires a marathon...
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Episode 89
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12:52
Exploring Passive Income Strategies (88)
Are you tired of the daily grind and looking for ways to diversify your income? Ready to ditch the misconceptions about 'easy' passive income strategies? In this episode I take you on an enlightening journey into the world of passive income. We...
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Episode 88
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10:30
Decoding Roth Conversions: A Deep Dive into Strategies, Myths, and Tax Implications (87)
Ever wondered how to make your money work better for you by leveraging the power of Roth conversions? Join me, Jonathan Bednar, co-owner of Paradigm Wealth Partners, as we journey through the complexities and benefits of this financial strategy...
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Episode 87
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17:00
Shaping Your Financial Future through Investing in Real Estate
In the conversation about real estate investments, a lot of people are for it and many are against it. Investment philosophy can be very personal. For me, real estate is something I like to invest in, but it’s important to understand all the fa...
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12:26
Building Bridges to Your Future: Psychology Meets Personal Finance
Have you ever felt like your future self is a stranger? Or that some future goals are a bit too far away to understand? That's because, scientifically, our brains struggle to connect with the future version of us. Join me as I unpack some fasci...
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Season 1
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Episode 85
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12:18
Bond Voyage: Sailing Into Retirement Stability
A lot of people talk about bonds as a way to generate income “safely” in retirement and say that all you need is to own a bunch of bonds and you’ll be safe, but I don’t necessarily agree with that. There are ways to use bonds for retirement inc...
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Season 1
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Episode 84
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9:39
Retirement Checkpoints: How Much Do I Need to Save for Retirement?
How much should you have saved for retirement? Are you on track? I get questions like these often from people—and for good reason. Retirement is lasting longer for some people and there are many people who want to retire early so, really, you p...
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Season 1
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Episode 83
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9:38
Ep #82: What Happens Next?
How can we plan for the rest of the year? What should we be looking out for financially as we move into the second part of 2023? There have been lots of questions and concerns about where the market has been and the last 18 months where interes...
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Season 1
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Episode 82
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15:06
Ep #81: Transferring Assets to Beneficiaries
Many people who reach their 80s and 90s want to start transferring their assets to their kids early rather than wait for it to be inheritance—but this may not always be the best way to do it. In today’s episode, I’m going to be sharing importan...
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Season 1
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Episode 81
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14:23