What The Wealth Retirement Podcast

What The Wealth Retirement Podcast

Por: Jonathan Bednar II, CFP
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.
119 episodios disponibles

Latest episodes of the podcast What The Wealth Retirement Podcast

A Big Inheritance: How to Successfully Pass Wealth (119) 05/01/2026
Avoid The Costly Estate Mistake That Erases Your Step-Up In Basis (118) 12/12/2025
Case Study: $1.4M, Early 50's – A Small Tweak Results in More Cash, Less Stress (117) 25/11/2025
Three Retirement Questions That Can Shape Our Future – MIT AgeLab Study (116) 29/10/2025
"We're Tired of All the Statistics — You're Not Hearing Us" (115) 14/10/2025
Bridging The Healthcare Gap: Planning For ACA Subsidy Expiration And Early Retirement Costs (114) 29/09/2025
The Million Dollar Retirement Myth, Holding You Back? (113) 25/08/2025
The One Big Beautiful Bill: Are There New Opportunities for Seniors and Retirees? (112) 18/08/2025
Nine Accounts, No Plan: Planning a Real Tennessee Retirement (111) 24/07/2025
Beyond Market Dips: Why Your Long-Term Portfolio Might Be Stronger Than You Think (110) 07/07/2025
Retirement on $625K: A Real-World Case Study (109) 30/06/2025
The 6-5-4 Strategy: Creating Your Retirement Paycheck (108) 13/06/2025
Transforming an Inherited IRA into Tax-Free Retirement Wealth (107) 07/04/2025
Market Volatility: When Half "Want Out" and Half "Want In" — What Should You Do? (106) 25/03/2025
Stock Market Turmoil: When to Worry and What to Do? (105) 12/03/2025
Home Value: Do We Have Enough Property Coverage? Essential for Homeowners (104) 27/02/2025
Weathering the Storms: Long-Term Success Amid Market Volatility (103) 18/02/2025
Healthcare in Retirement: Navigating Health Plans During Your Transition to Retirement (102) 07/01/2025
Navigating Toward a Secure and Fulfilling Retirement: Insights from a Financial Advisor (101) 18/12/2024
100 Episodes of What the Wealth: Celebrating Our Journey and Future Opportunities (100) 18/11/2024
1 2 3 ... 6 Siguiente › Última »
© 2003-2026 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA