10/17/2019 Jonathan Bednar Sent You Instructions on Setting up Facebook... - Luke Elliott https://web.lpl.com/owa/#viewmodel=ReadMessageItem&ItemID=AAMkADAyMGM3ZjRhLWQzZTQtNDBmMi1hZDk4LTgyNzE0NmIxODY2NQBGAAAAAABDGjjptBWJQJMc8sT5OwUGBwAfxWoBGbB… 3/4
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Podcast

Ep #06: How To Bounce Back From A Recession with Ryan Detrick Thumbnail

Ep #06: How To Bounce Back From A Recession with Ryan Detrick

Fear and greed are what drive markets, so what better time than this to discuss current market events around COVID-19? To help me cover this topic is Ryan Detrick, the Senior Market Strategist at LPL Financial. Listen in as Ryan explains how the market has crashed since this pandemic hit.

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Ep #05: Preparing for the IRS and Filing Your Taxes Thumbnail

Ep #05: Preparing for the IRS and Filing Your Taxes

As April 15th quickly approaches, are you feeling prepared and ready to file your taxes? Today I want to continue our conversation around preparing for the IRS and finalizing everything before filing your taxes. I will be sharing my tips on staying organized and coming up with an approach that allows you to calm the chaos.

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 Ep #03: Implementing a Goal Planning Strategy  Thumbnail

Ep #03: Implementing a Goal Planning Strategy

When setting goals, implementing a goal planning strategy is a step that often gets missed. So what do we need to do in order to make our dreams a reality? In this episode, I'll answer that question and more as I break down how to set SMART goals and achieve them.

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Ep #02: Building Plans and Managing Them with Anthony Ruffalo Thumbnail

Ep #02: Building Plans and Managing Them with Anthony Ruffalo

In this episode, Anthony shares how he helps his clients set goals, build plans, and manage them. Listen in to learn what really matters in the goal-setting process, why it's so important to uncover what your clients truly want, and how to break down the steps they need to take in order to achieve what they've set out to do.

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Ep #01: Organizing Your Finances and Setting Goals  Thumbnail

Ep #01: Organizing Your Finances and Setting Goals

Welcome to What The Wealth?!, the podcast where Certified Financial Planner Jonathan Bednar brings you information to help you make intentional financial decisions and navigate life’s transitions. Each week, you’ll hear from Jonathan and his guests as they share what you can do to plan for and create the life you love.

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