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Nic Nielsen, co-founder of Know My Plan and Certified Financial Planner, joins me today to give us his take on financial planning, investments, and insurance. Nic has been in the financial planning industry for 16 years and brings with him a wealth of knowledge and passion for helping others increase their financial literacy. Listen in as he shares the ways that many people mess up in contributing to ROTH accounts, as well as what they should be doing instead.
You can find show notes and more information by clicking here: https://bit.ly/3gSwd8G
🗓️ 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: 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
By Jonathan Bednar II, CFP4.8
1515 ratings
Nic Nielsen, co-founder of Know My Plan and Certified Financial Planner, joins me today to give us his take on financial planning, investments, and insurance. Nic has been in the financial planning industry for 16 years and brings with him a wealth of knowledge and passion for helping others increase their financial literacy. Listen in as he shares the ways that many people mess up in contributing to ROTH accounts, as well as what they should be doing instead.
You can find show notes and more information by clicking here: https://bit.ly/3gSwd8G
🗓️ 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: 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

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