Ep #54: Avoid This Big Estate Planning Mistake

03/31/22 • 12 min

From wills to taxes to assets, there are many areas to consider when it comes to estate planning. In this episode, I’m divulging a key estate planning mistake that many people make and sharing three reasons why you should avoid making this mistake yourself. I also offer an alternative to consider instead.

You can find show notes and more information by clicking here: https://bit.ly/3DoxZKF

🗓️ 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 Partners
If 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

You can find show notes and more information by clicking here: https://bit.ly/3DoxZKF

Previous Episode

Ep #53: Market Mania and Protecting Your Investments

There’s no doubt that there has been a ton of turmoil in the markets over the past little while. With the current conflict in Eastern Europe, high domestic inflation, and record gas prices, it’s no wonder that people are worried about the state of their investments. While many will give in to the worry and start divesting, today I’m talking about why so often the best thing to do is actually nothing at all.

You can find show notes and more information by clicking here: https://bit.ly/34Jf5kU
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Next Episode

Ep #55: Don’t Be Part of the 56% of Americans Who Don’t Have an Emergency Fund

With surging inflation, rising interest rates, and no end in sight, the need for an emergency fund is more important than ever. In this episode, I’m breaking down what an emergency fund is (and isn’t!) and how you can use one to insulate yourself from rising expenses.

You can find show notes and more information by clicking here: https://bit.ly/3jwoP5T