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What The Wealth Retirement PodcastAuthor: 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. Language: en-us Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Six Retirement Regrets (122)
Episode 122
Tuesday, 3 March, 2026
The hard truth: Most retirements don’t fail on spreadsheets. They fail in real life when emotions, freedom, and spending collide. After decades of doing everything right, it’s easy to feel like you’ve earned the luxury car, the bigger house, the nonstop trips, the generous gifts, the open tab for adult kids, or even the dream vacation home. I break down why those “deserved” purchases often carry long tails of cost—depreciation, insurance, utilities, maintenance, taxes, and expectations—that quietly outgrow the portfolio meant to fund the next 30 years.Six retirement regrets I see again and again: The luxury car trap, upsizing the house, travel without limits, pricey gifts that become norms, ongoing support for adult children, and the vacation home illusion. For each one, we dig into the hidden math, the emotional triggers that make smart people overspend, and practical alternatives that protect comfort and joy.🗓️ 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
