What The Wealth Retirement Podcast

Ep #34: The One Page Wealth Plan


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I get a lot of questions about what the one-page wealth plan is and how you go about planning your finances on just one page. So in this episode, I’ll give you a more detailed understanding of what it looks like, how it works, and why it can be so effective. You will get a starting point and specific examples to help you craft your own one-page financial plan.

You can find show notes and more information by clicking here: https://bit.ly/3oVBGR6

πŸ—“οΈ 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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What The Wealth Retirement PodcastBy Jonathan Bednar II, CFP

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