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Ep #56: The Power of Financial Planning

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Manage episode 336748742 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.

There’s no question that there’s a huge concern among many about the current state of house prices, especially as interest rates rise. If you own a home already and are near retirement, how can you leverage the market and how can a financial planner help you strategize and think through your options? In this episode, I’m exploring a real-life case study that really brings financial planning to life.

You can find show notes and more information by clicking here: https://bit.ly/3OB5heZ

🗓️ 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 336748742 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.

There’s no question that there’s a huge concern among many about the current state of house prices, especially as interest rates rise. If you own a home already and are near retirement, how can you leverage the market and how can a financial planner help you strategize and think through your options? In this episode, I’m exploring a real-life case study that really brings financial planning to life.

You can find show notes and more information by clicking here: https://bit.ly/3OB5heZ

🗓️ 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

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