Ep #75: 2023 Market Outlook

02/09/23 • 47 min

Today, we’re going to dive into a replay of a webinar I hosted on January 27th called "2023 Market Outlook." I’m joined by financial planner Katie Kavehrad and my father, Jon Bednar, to talk about a few different market pieces that we’re internalizing and giving advice and guidance to our clients on in the coming year. Listen in as we discuss the debt ceiling increase, S&P 500 valuation measures, consumer confidence surveys, and more.
You can find show notes and more information by clicking here: https://bit.ly/3YtEtBB

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↔️ 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/
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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

Previous Episode

Ep #74: Breaking! SECURE Act 2.0 Updates RMDs

In this episode, I’ll be covering just a portion of the SECURE Act 2.0 – specifically pertaining to required minimum distributions (RMDs). If you are retired or getting close to your retirement, understanding the changes that are going on with RMDs is the first step to keeping up-to-date and ensuring you’re utilizing and optimizing your retirement funds in the best way possible.
You can find show notes and more information by clicking here: https://bit.ly/3QZuD7W

Next Episode

Ep #76: The Debt Ceiling

Where do we sit now with the debt ceiling—and what does it all mean for the U.S.? We’ve had some questions about what the debt ceiling is and why it’s important, so in this podcast, I’ll be answering these questions and more. You will hear how it got started, the historic patterns of debt in the U.S., where things look like they’re going, and how all this may affect you.
You can find show notes and more information by clicking here: https://bit.ly/3SiACoV