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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 You just inherited an IRA… now what? In this video, I break down the biggest mistakes people make and how to handle an inherited IRA the right way so you don’t get hit with a massive tax bill. Most people either take too much too fast or wait too long and pay the price later—but with the right strategy, this can become a powerful financial opportunity instead of a costly mistake. #inheritedIRA #retirementplanning #taxstrategy #financialplanning #wealthmanagement #IRA #retirementtips #moneymistakes #investingtips #personalfinance
Inherited IRAs - What should I do with this?
Book a Free Retirement Strategy Call With Me: https://go.oncehub.com/JonathanBednarZoomMeeting Are Social Security benefits taxable? The answer is yes—for many retirees, they are. And depending on your income, up to 85% of your benefits could become taxable. In this video, we break down the 2026 Social Security tax rules, including the income thresholds, how “combined income” works, and why so many retirees get caught off guard. You’ll also learn simple strategies that could help reduce how much of your benefits are taxed. If you're planning for retirement—or already retired—this is something you need to understand.
2026: Here's How Much Will Your Social Security Be Taxed... Again...
Book a Free Retirement Strategy Call With Me: https://go.oncehub.com/JonathanBednarZoomMeeting Have you ever woken up on a Monday and wondered… why am I still doing this? Not because you hate your job—but because deep down, you’re questioning if you could actually retire already. In this video, we break down 6 key questions to help you figure out if you’re truly ready to retire. From your health and lifestyle to your finances and family priorities, retirement isn’t just about the numbers—it’s about your life. If you can answer “yes” to most of these, you might be a lot closer to retirement than you think.
Retire TODAY If You Answer "YES" to All 6 Questions

🎙️ 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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