Ep #63: Finding Lost Property
What The Wealth
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What The Wealth
Ep #63: Finding Lost Property
Aug 11, 2022 Season 1 Episode 63
Jonathan Bednar II, CFPšŸ„¬

A few weeks ago, a client mentioned to me that they had an old Roth IRA from years ago that they had lost track of. This reminded me that there is a search that you can do for lost property. So, if you or someone you know ever find yourself in the position of needing to find some kind of property or resource that you lost, this is the episode for you.

You can find show notes and more information by clicking here: https://bit.ly/3vO4Mqc

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ā†”ļø Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
šŸŒ Paradigm Wealth Partners (website) ā€“ Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
šŸŒ What the Wealth (website) ā€“ Adding clarity to difficult financial topics: https://whatthewealth.com/
ā–¶ļø YouTube: What the Wealth / 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!