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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 YouTube Caption There's a brand new deduction on your 2026 tax return worth up to $12,000 if you're married and both 65 or older — but if your household income lands between $150,000 and $250,000, part of it quietly phases out before you ever see it. No letter from the IRS. No warning. Just a smaller refund and no explanation why. In this video, Jonathan Bednar, CFP® at Paradigm Partners, breaks down exactly how the new senior bonus deduction works, who loses part of it, and why the same income that shrinks this deduction can also double your Medicare premium two years from now through IRMAA. You'll learn: ✅ How the 2026 senior deduction stacks with your standard deduction ✅ Where the $150,000 phase-out threshold kicks in for married couples ✅ How a real couple lost $3,000 of their bonus deduction without realizing it ✅ The hidden Medicare IRMAA connection tied to the same income ✅ How Form SSA-44 can help you fight back if your premium spikes If you're 65 or older and drawing income from pensions, Social Security, and retirement account distributions, this is the kind of tax planning detail that can cost — or save — you thousands. Schedule time with our team using the link in the description, and talk to your CPA about how this applies to your specific situation. #RetirementPlanning #TaxPlanning #2026TaxChanges #SeniorDeduction #IRMAA #MedicarePremiums #RetirementIncome #TaxStrategy #CertifiedFinancialPlanner #FinancialPlanning
IRS Releases NEW 2026 Tax Brackets - What Retirees & Seniors Need To Know
Book a Free Retirement Strategy Call With Me: https://go.oncehub.com/JonathanBednarZoomMeeting If you're retiring with both a pension and Social Security, you already have a strong foundation for retirement—but that doesn't mean you're immune to costly mistakes. Many retirees unknowingly make decisions that reduce their income, underestimate their future expenses, or fail to plan for inflation, all of which can impact their financial security over time. In this video, we cover the three biggest things you need to know about retiring with a pension and Social Security, including how to balance guaranteed income with your spending, why inflation matters more than most people realize, and one bonus mistake that catches many retirees off guard. If you're within 10–12 years of retirement—or already retired—this is information you won't want to miss. #retirementplanning #retirement #pension #socialsecurity #retirementincome #financialplanning #personalfinance #moneytips #inflation #retirementtips
Retiring With Pension & Social Security - 3 Things You NEED to Know!
Learn how to determine whether it makes more financial sense to pay off your mortgage and other debts early or invest your extra cash instead. This is one of the most common questions people ask when it comes to building long-term wealth: should you focus on becoming debt-free as quickly as possible, or put that money to work in the market? In this video, we break down the decision using the same approach a financial analyst or advisor would use, examining interest rates, investment returns, risk, taxes, and personal goals to help you make the right choice for your situation. #PayOffMortgage #InvestingStrategy #PersonalFinance #MortgagePayoff #WealthBuilding #FinancialPlanning #DebtFreeJourney #InvestOrPayOff #MoneyManagement #RetirementPlanning Book a Free Retirement Strategy Call With Me: https://go.oncehub.com/JonathanBednarZoomMeeting
Should You Use Your Retirement Savings to Pay Off Your House?

🎙️ 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.

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📚 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.

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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.

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✏️ 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...

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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...

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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...

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