What The Wealth Retirement Podcast

Ep #56: The Power of Financial Planning


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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: 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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