What The Wealth

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

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

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

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

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

In today’s episode, I’ll be addressing a few questions that I’ve been getting from my clients regarding the economy, the market, and my predictions for the future. This is such an important thing to talk about right now, so I will share my thoughts on this, as well as four essential investment principles that you need to understand as we enter 2023.

You can find show notes and more information by clicking here: https://bit.ly/3GR0owh

In today’s episode, I’ll be addressing a few questions that I’ve been getting from my clients regarding the economy, the market, and my predictions for the future. This is such an important thing to talk about right now, so I will share my thoughts on this, as well as four essential investment principles that you need to understand as we enter 2023.

You can find show notes and more information by clicking here: https://bit.ly/3GR0owh

It can be hard to focus amidst the hustle and bustle of the season, but there is a trick that I’ve found works well to help with that. In this episode, I share a sketch from personal finance thought leader Carl Richards that makes things a bit simpler, as well as a reminder to take time to think about and focus on what’s important.

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

It can be hard to focus amidst the hustle and bustle of the season, but there is a trick that I’ve found works well to help with that. In this episode, I share a sketch from personal finance thought leader Carl Richards that makes things a bit simpler, as well as a reminder to take time to think about and focus on what’s important.

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

“I have $100,000 to invest, but I don’t want to lose money.” Someone said this to me recently, and it inspired me to sit down and chat with you about this topic today. You will get to hear a bit about the mindset that lies behind a statement like this and why it can actually end up hurting your financial health.

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