What The Wealth Retirement Podcast

Author: Jonathan Bednar II, CFP

When it comes to financial planning and investing, many of us have more questions than answers. The What the Wealth?! Retirement Podcast offers sound financial information and guidance on numerous concerns to help Gen X and Y families and professionals as well as 50-Forward individuals create the lives they love. Jonathan P. Bednar, II, CFP, joined Paradigm Wealth Partners in January 2010, where he is in partnership with his father, Jon P. Bednar. As a Wealth Advisor, Jonathan enjoys guiding his clients to make informed financial decisions and planning as a means to solve their investment and retirement concerns.Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Paradigm Wealth Partners, a registered investment advisor and separate entity from LPL Financial.
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Language: en-us

Genres: Business, Education, Investing

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Three Retirement Questions That Can Shape Our Future – MIT AgeLab Study (116)
Episode 116
Wednesday, 29 October, 2025

In this episode I share three practical questions that can reshape retirement: Who you’ll have lunch with, Who will handle home tasks, andHow you’ll get an ice cream cone? The focus shifts from bucket lists to daily life, social health, safety, and mobility, with steps you can act on now.• Why day-to-day design beats bucket lists• Planning social routines to avoid loneliness• Right-sizing the home and safety upgrades• Protecting mobility and spontaneity with transport options• Blending tech tools with community and family help• Budgeting for services that sustain independence• Key stats from MIT AgeLab and practical examplesMore on the study and MIT AgeLab🗓️ 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 PartnersIf 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