Welcome to the Paradigm Wealth Partners

Resource Hub

Educational Content to help you Unlock Your Financial Future. 🔓

We’re committed to empowering you with the knowledge and tools to pursue your financial goals. Explore our podcast, discover our bestselling books, and access exclusive content designed to elevate your financial journey.

The Paradigm Wealth Partners YouTube Channel

Our YouTube channel is designed to offer friendly, digestible videos covering today’s most asked questions and common topics.

Book a Free Retirement Strategy Call With Me: https://go.oncehub.com/JonathanBednarZoomMeeting Leaving a large inheritance without a plan can do more harm than good. In this video, Jonathan breaks down the four strategies wealthy families use to pass on money tax-efficiently, privately, and responsibly—without probate delays, massive tax bills, or setting their kids up for financial mistakes. You’ll learn why a simple will isn’t enough, how trusts protect your children from lawsuits, divorce, and bad decisions, and how tools like life insurance and Roth strategies can help you pass on more while losing less to taxes. #EstatePlanning #TaxFreeInheritance #WealthTransfer #RetirementPlanning #TrustPlanning #LegacyPlanning #FinancialPlanning #Probate #RothIRA #AssetProtection
How to Leave a Tax-Free Inheritance: Without Ruining Your Kids
Book a Free Retirement Strategy Call With Me: https://go.oncehub.com/JonathanBednarZoomMeeting Most retirees unknowingly miss one of the most powerful tax strategies of their entire lives — a short window that can save tens or even hundreds of thousands of dollars in lifetime taxes. It’s called the Golden Window, and once it closes, there’s no going back. In this video, we break down exactly what the Golden Window is, when it shows up in retirement, and how smart planning during this low-income period can unlock massive opportunities like Roth conversions, lower capital gains taxes, reduced Medicare surcharges, and more tax-efficient Social Security. You’ll also see a real-world case study of a couple who used this strategy to cut their lifetime tax bill by $180,000 — without changing their lifestyle. If you’re approaching retirement or recently retired, this is a strategy you can’t afford to ignore. #RetirementPlanning #TaxPlanning #RothConversions #GoldenWindow #RetirementTaxes #FinancialPlanning #SocialSecurity #MedicareIRMAA #WealthStrategy #TaxEfficiency
The “Golden Window” That Can Save You Hundreds of Thousands in Taxes
Book a Free Retirement Strategy Call With Me: https://go.oncehub.com/JonathanBednarZoomMeeting
Common Mistakes with Pensions #retirementplanning #pension #investing

🎙️ The What the Wealth Podcast

Join our host, Jonathan Bednar, as he dives deep into the world of wealth management. Each episode features professional insights, actionable strategies, and inspiring stories. Whether you're just starting out or looking to fine-tune your financial plan, our podcast provides valuable guidance tailored to your needs.

Most Recent Episodes

Don't miss an episode! Subscribe now.

📚 Must-Read Books by Paradigm Wealth Partners

Our experience isn't just in managing wealth—it's in sharing knowledge.

Check out our bestselling books, packed with insights and strategies to help you build and manage your wealth.


What The Wealth - A Guide to Financial Clarity for Professionals and Families - Navigating the various stages of life is complex, especially when it comes to money management. In What The Wealth?! CERTIFIED FINANCIAL PLANNER™ Professional Jonathan P. Bednar, II breaks down those complexities and makes the concepts of money easy to understand. An avid investor and business owner, Jonathan talks about how to attain financial freedom and "Create The Life You Love®" free from anxiety about money.

Order Your Copy Today


What The Wealth – Identify Your Core Values, Reignite Your Dreams, and Combat the 5 Big Retirement Risks - Let's face it, retirement is hard. You're not alone if you feel like you don't know what to do with your money and how to make it last. This book teaches you how to harness your dreams and combat the 5 Big Retirement Risks®️ so you can be confident in your retirement.

Order Your Copy Today

✏️ The PWP Blog

Your go-to resource for wealth management and retirement planning insights.

Expiring ACA Subsidies: What Retirees Under 65 Need to Know

Retiring Before 65: The Healthcare Gap prior to Medicare Retiring before age 65 can be exciting. You finally have...

Read The Article

Turning Your Nest Egg into a Retirement Paycheck

The 6-5-4 Retirement Bucket Strategy One of the most common questions we hear from pre-retirees is: “How do I...

Read The Article
Son helping elderly mother in wheelchair — inherited IRA to Roth IRA strategy for creating tax-free retirement wealth

How to Turn a Beneficiary IRA into a Tax-Free Retirement Strategy

How We Turned a $52,000 Beneficiary IRA into a Tax-Free Retirement Strategy Introduction: The Power of Strategic Planning John...

Read The Article

Sign up below!

Our email newsletter delivers concise, educational, and quick market recaps
and updates every two weeks.

This field is for validation purposes and should be left unchanged.