We recently worked with clients who had nine different financial accounts at nine different institutions with no coherent strategy, including around $450,000 sitting in cash earning nothing. After moving from California to Tennessee, they were struggling with both lifestyle adjustments and financial disarray while approaching retirement within five years.

How we helped:

• Consolidated nine accounts into fewer, more strategic "buckets" for better clarity and purpose
• Created a plan to systematically withdraw from a beneficiary IRA while funding Roth IRAs
• Moved bank deposits into interest-bearing accounts generating approximately $1,200 monthly
• Focused on creating simple, understandable plans rather than complex strategies clients won't implement
• Building momentum through small financial victories to increase confidence
• Helping clients navigate lifestyle changes like managing propane heating costs in rural Tennessee
• Working toward comprehensive retirement timing and Social Security optimization

If you haven't already subscribed to the podcast or the YouTube channel, please do so. That helps me more than you know. Be confident in your retirement. Have a wonderful day.

🗓️ 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