Jonathan Bednar II, CFP

What The Wealth Retirement Podcast

Business EN ↓ 129 episodes

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 an...

Author

Jonathan Bednar II, CFP

Episodes

Ep #04: Understanding The Incredibly Complex Tax Code with Scott Byrom 05.03.2020 37:42

With tax season approaching, it is the perfect time to talk about how to prepare yourself to file appropriately. To help me discuss this topic is Scott Byrom, a financial advisor at ProVision Financial. Scott has been in tax planning and investment work for nearly 20 years and has hands-on experience with incorporating a financial plan to be efficient from a tax statement. You can find show notes...

Ep #03: Implementing a Goal Planning Strategy 20.02.2020 10:08

When setting goals, implementing a goal planning strategy is a step that often gets missed. So what do we need to do in order to make our dreams a reality? In this episode, I'll answer that question and more as I break down how to set SMART goals and achieve them. You can find show notes and more information by clicking here: https://bit.ly/2NUg3z6 1-935765 🗓️ Meet with me: https://paradigmwe...

Ep #02: Building Plans and Managing Them with Anthony Ruffalo 06.02.2020 31:25

Anthony Ruffalo is a Certified Financial Planner and the owner of Ruffalo Wealth Management. Having been in the business for 15 years, Anthony started out in insurance before deciding to go independent. He now serves around 80 households, focusing on retirement planning and investment management. You can find show notes and more information by clicking here: http://bit.ly/37GhARj 1-935762 🗓️ Mee...

Ep #01: Organizing Your Finances and Setting Goals 19.01.2020 17:17

Welcome to What The Wealth?! , the podcast where Certified Financial Planner Jonathan Bednar brings you information to help you make intentional financial decisions and navigate life’s transitions. Each week, you’ll hear from Jonathan and his guests as they share what you can do to plan for and create the life you love—free from anxiety about money. You can find show notes and more information by...