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 #70: RMDs and QCDs with Katie Kavehrad
In order to fully understand qualified charitable distributions, you’ll want to know what required minimum distributions are and how they work. Today we have Katie Kavehrad back on the show to discuss the inner workings of RMDs and QCDs. If you’re retired or approaching retirement age and you want help building your tax planning strategy, the tools talked about in this episode are for you!
You can find show notes and more information by clicking here: https://bit.ly/3USOmqy
Ep #69: Donor Advised Funds with Katie Kavehrad
It’s important to know as much as you reasonably can about the financial tools you have in your tool bag. Katie Kavehrad joins me again today to talk about Donor Advised Funds (DAFs) and how this particular tool can be used for charitable giving, investing strategies, financial planning, and more. In this episode, you will get a better understanding of the different roles DAFs can play in your finances and giving opportunities.
You can find show notes and more information by clicking here: https://bit.ly/3U5aWf7
Ep #68: Recession Data Dive with Katie Kavehrad
Today Katy Kavehrad, a financial planner at Paradigm Wealth Planners, joins the show for the first time! We're covering how she helps clients achieve their goals, as well as key things that are happening in financial news and markets. You'll hear good news, insight into what to watch carefully, and more.
You can find show notes and more information by clicking here: https://bit.ly/3CWn3Fy
Ep #67: What If…?
Today I want to answer some questions that have come up lately in light of the recent market turbulence and volatility. There are a lot of “what if?” questions floating around people’s heads, and today I will provide some clarity and answers that will offer a bit more relief or a sense of preparedness. By clearly defining things like risk and volatility, as well as understanding the other fear factors out there right now, you can find a better way to make smart decisions around money.
You can find show notes and more information by clicking here: https://bit.ly/3SQx50i
Ep #66: Bond Laddering
A stable retirement portfolio is something that we are all seeking and working to ensure. In this episode, I’ll share how bond laddering can be used as a strategy when investing to reduce risk and increase stability. You will get some quick and easy insight into what a bond is, the types of bonds out there, and how laddering can be used to reduce a variety of risks.
You can find show notes and more information by clicking here: https://bit.ly/3qU5TBO
Ep #65: The Inflation Reduction Act
Just a short time ago, on August 16th, The Inflation Reduction Act was signed into law. So, can we expect inflation to go down? Will this affect your finances in any specific areas? Listen in to hear the most important things you need to know about and how to properly navigate the changes this bill may bring.
You can find show notes and more information by clicking here: https://bit.ly/3AW6ac4
Stumbled on Podcast After Reading His Book
Great podcast!! I recently came across Jonathan’s podcast after reading his book, “What the Wealth.” It’s been a great listen each week providing insight and guidance on a myriad of topics surrounding financial planning.
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.
Great job! Great information for families look to maximize their savings!