Artwork

Content provided by Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Ep #63: Finding Lost Property

11:45
 
Share
 

Manage episode 337415472 series 3378485
Content provided by Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

A few weeks ago, a client mentioned to me that they had an old Roth IRA from years ago that they had lost track of. This reminded me that there is a search that you can do for lost property. So, if you or someone you know ever find yourself in the position of needing to find some kind of property or resource that you lost, this is the episode for you.
You can find show notes and more information by clicking here: https://bit.ly/3vO4Mqc

🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: What the Wealth / Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan

  continue reading

96 episodes

Artwork
iconShare
 
Manage episode 337415472 series 3378485
Content provided by Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Bednar II, CFP, Jonathan Bednar II, and CFP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

A few weeks ago, a client mentioned to me that they had an old Roth IRA from years ago that they had lost track of. This reminded me that there is a search that you can do for lost property. So, if you or someone you know ever find yourself in the position of needing to find some kind of property or resource that you lost, this is the episode for you.
You can find show notes and more information by clicking here: https://bit.ly/3vO4Mqc

🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: What the Wealth / Paradigm Wealth Partners
If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
Thanks for Listening!
Jonathan

  continue reading

96 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide