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From wills to taxes to assets, there are many areas to consider when it comes to estate planning. In this episode, Iβm divulging a key estate planning mistake that many people make and sharing three reasons why you should avoid making this mistake yourself. I also offer an alternative to consider instead.
You can find show notes and more information by clicking here: https://bit.ly/3DoxZKF
ποΈ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
βοΈ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
π Paradigm Wealth Partners (website) β Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
π What the Wealth (website) β Adding clarity to difficult financial topics: https://whatthewealth.com/
βΆοΈ 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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1515 ratings
From wills to taxes to assets, there are many areas to consider when it comes to estate planning. In this episode, Iβm divulging a key estate planning mistake that many people make and sharing three reasons why you should avoid making this mistake yourself. I also offer an alternative to consider instead.
You can find show notes and more information by clicking here: https://bit.ly/3DoxZKF
ποΈ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
βοΈ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
π Paradigm Wealth Partners (website) β Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
π What the Wealth (website) β Adding clarity to difficult financial topics: https://whatthewealth.com/
βΆοΈ 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