96 episodes

When it comes to financial planning and investing, many of us have more questions than answers. “What the Wealth?!” 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 Jonathan Bednar II, CFP

    • Business
    • 4.8 • 15 Ratings

When it comes to financial planning and investing, many of us have more questions than answers. “What the Wealth?!” 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.

    Will the Fed Cut Interest Rates Anytime Soon? Analyzing the Economic Outlook (096)

    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 Fed to raise interest rates aggressively. Despite these higher borrowing costs impacting mortgages, auto loans, and credit cards, our economy has shown remarkable resilience, thanks to a strong labor market and hefty savings. Now, with inflation reduced ...

    • 10 min
    Mastering the Market: Strategies and Mindset Built for Financial Resilience (095)

    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 wisdom for staying grounded amidst the market's unpredictable ups and downs. How will the disruptive force of AI innovation reshape the economic landscape, if at all? This conversation will help equip you with strategies to build a resilient portfolio ...

    • 7 min
    A Common BIG Life Insurance Misconception (094)

    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. Don't let the absence of a salary fool you into thinking there's an absence of value; we break down the cost of replacing those day-to-day tasks and why ensuring both partners are insured is a cornerstone of prudent financial planning. We discuss pract...

    • 9 min
    New Office Location: Paradigm Wealth Partners in Chattanooga! (93)

    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 business growth; it's a personal celebration of community and connection.Stay connected with our new office location progress and future ribbon cutting. 🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly↔️ Connect with me on Linked...

    • 4 min
    Balancing Generosity and Financial Security: A Journey to Sustainable Philanthropy (92)

    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 give to their community without risking financial security. As a dedicated Financial Planner, I'm thrilled to share the story of this client's inspiring path towards sustainable philanthropy. Through their eyes, we explore not only the joy of giving but ...

    • 9 min
    The REAL Power of Patience: Celebrating Charlie Munger's Investment Wisdom and the Art of Behind Long-Term Wealth Creation (91)

    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 truly outperform the frantic dance of buying and selling in today's market? 🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/ 🌐 Paradigm Wealth Partners (w...

    • 5 min

Customer Reviews

4.8 out of 5
15 Ratings

15 Ratings

Taylor Demars, CFP®, MBA ,

Bite-sized value!

I really like how Johnathan takes some of the biggest topics I see addressed as a financial advisor and boil them down into value-packed episodes, so I don’t have to commit to several days of commuting or a weekend afternoon to make sure I get through an entire topic.

Keatgsr07 ,

Stick to your plan

Educational, informative, and positive. A needed break from the typical financial gloom presented by the media. Jonathan does a tremendous job presenting his points clearly so all can understand.

Walk 2 Wealth ,

Amazing show!

I am so glad I came across this show! I’ve taken so many actionable and practical nuggets of advice to implement. Love tuning in!

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