Ep #54: Avoid This Big Estate Planning Mistake

What The Wealth Retirement Podcast

What The Wealth Retirement Podcast
Ep #54: Avoid This Big Estate Planning Mistake
Mar 31, 2022
Jonathan Bednar II, CFPšŸ„¬

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

šŸ—“ļø Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
ā†”ļø 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/
ā–¶ļø 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