13 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🄬

    • Investing
    • 5.0, 4 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.

    Ep #13: The Importance of Doing an Insurance Review

    Ep #13: The Importance of Doing an Insurance Review

    With all the various types of insurance out there, it can seem like we are "insuranced" to death. Many people just put their insurance on auto-pilot and never look at it again, but as changes occur in life, we need to be re-evaluating what we need—or...

    • 22 min
    Ep #12: Financial Coaching and Smart Decision-Making with Crystal Williams

    Ep #12: Financial Coaching and Smart Decision-Making with Crystal Williams

    Crystal Williams, the owner of Smart Money Financial Coaching and a Dave Ramsey preferred financial coach, joins us today to talk about how a financial coach can help you get clear on your money situation. If you’re frustrated with your finances and...

    • 24 min
    Ep #11: Planning Today For Tomorrow

    Ep #11: Planning Today For Tomorrow

    Time is the greatest equalizer. It is the one thing that we all have the same amount of every day, and how we use our time is what can propel us forward—or hold us back. So in this episode, I'm sharing why now is the perfect time to do a review of your...

    • 19 min
    Ep #10: The Swiss Army Knife of Tax Advantaged Accounts

    Ep #10: The Swiss Army Knife of Tax Advantaged Accounts

    It goes without saying that saving for retirement is important, but do you know what kinds of accounts are available to help you do so? Today I'm going to be talking about Health Savings Accounts (HSAs), as well as a couple of other retirement planning...

    • 29 min
    Ep #09: How To Weather Any Economic Storm With Confidence

    Ep #09: How To Weather Any Economic Storm With Confidence

    If you’ve been listening to the media lately, you’ve probably heard the terms correction, recession, and depression used. Today I’m discussing the differences between these three economic events and what you can do now to make sure you’re in good...

    • 25 min
    Ep #08: The Economic Outlook and Stimulus Check Updates

    Ep #08: The Economic Outlook and Stimulus Check Updates

    Today I'm sharing an economic update, including my outlook for the markets, what's going on with the stimulus checks, and what you can do with your 401k right now. There are great opportunities you can take advantage of during this time, as well as...

    • 29 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Hdhsndk ,

Informative and helpful!!

Super informative podcast about managing and building wealth. Helping me to guide my way financially through this pandemic and prepare for my future.

Dhenxifnchdj ,

Informative

Great job! Great information for families look to maximize their savings!

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