Jonathan P. Bednar, II, CFP®
2.6K posts

Jonathan P. Bednar, II, CFP®
@JBednarII
Securities offered through LPL Financial, Member FINRA/SIPC. Paradigm Wealth Partners is an other business name of Independent Advisor Alliance, LLC.
Knoxville, TN Entrou em Mayıs 2017
810 Seguindo620 Seguidores

@nickgerli1 @nickgerli1 I’d love to see an update on this maybe as of 9/30
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Take a deep dive into Roth conversions with our latest podcast episode! Learn about liquidity, conversion methods, and how the Tax Cuts and Jobs Act of 2017 affects your financial strategy.
podcasts.apple.com/us/podcast/dec…
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🎧 What The Wealth Podcast
Decoding Roth Conversions: A Deep Dive into Strategies, Myths, and Tax Implications.
Join me as we journey through the complexities and benefits of this financial strategy.
podcasts.apple.com/us/podcast/dec…
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Jonathan P. Bednar, II, CFP® retweetou

@calebsilver @Investopedia Thank you @calebsilver and @Investopedia for including me on this list. An incredible honor to be mentioned alongside so many wonderful advisors and advocates of financial education. Congratulations to those on the #INV100
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It's our favorite day of the year @Investopedia as we celebrate the #INV100 - our list of the most influential independent financial advisors in the U.S.
Congrats to all, and thanks for being champions of financial education!!! 💯.
See the list here: bit.ly/3pIyehw

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@myersbradley @BeauBro1 It’s just a life insurance policy that pays out only for accidental death or disability. So a death by natural causes or disease would not pay out.
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@JBednarII @BeauBro1 I wasn’t even familiar with AD&D until I just looked it up. So I’m confused- are there some parts of the country where people’s life, disability, and auto insurance are defective? Asking since they all collectively address the same thing.
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@BeauBro1 @myersbradley “Congratulations on your new bank account. Would you like $10,000,000 in AD&D insurance. It’s only $19.97 a month. Don’t leave your family unprotected.”
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@JBednarII @myersbradley What about the scam that is AD&D insurance?
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@fintweetking @MichaelHBaker ⚫️ $2,500,00 30 Year Term. Premium was a 1/10 of the whole life premium.
⚫️ Basic Estate Plan
⚫️ Roth IRA
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@JBednarII @MichaelHBaker What did you pitch them instead?
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@RyanDetrick This is a triple dessert Kind of tweet.
If you like cookie dough 🍪 I know some folks over at @NoBaked.
They can get a 4 pack for the fam.
4x Dessert!!!!!!!
Sign. Me. Up.
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@JBednarII that's a double dessert type of tweet right there ;)
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