Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.
A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures
Hosted on Acast. See acast.com/privacy for more information.
Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.
A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!
1. Talking points: Should You Merge Finances After Marriage? Smart Money Moves for Newlyweds.
2. Our quote this week is from Harry Truman on taking “imperfect action.”
3. What are these Trump Accounts I've been hearing about?
4. When is a good time to dump legacy investments that I don’t want to own anymore?
5. Aren’t we due for a recession? It’s been pretty much 17 years of good times in the economy. Something doesn’t sit right with me.
6. I think it’s expensive to use a financial advisor. Why not just do it myself?
7. Timely & Actionable Idea: Review your beneficiary designations
***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 8th @ 8:30am featuring Martin M. Shenkman, Founder of Shenkman Teitz based in New York. Marty will be speaking about “Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BqAMlWRPSsmTGqY84CgABw***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!
1. Talking points: Reflections on the $10 sufganiya.
2. Our quote this week is from Chris Rock on what wealth really means
3. Do you ever wonder how the economy and market would have turned out if Kamala Harris won the election?
4. Doesn’t it bother you that capitalism has left so many people behind? Socialism, while not perfect, is certainly a better way of lifting up the masses. Wouldn’t you agree?
5. The principal of my child's Yeshiva makes over 400k a year. Don't you think it would make sense if administrators like this took a pay cut to make yeshiva tuition more AFFORDABLE?
6. This may sound silly, but I am extremely not satisfied with the interface on my online portal with my broker. I like working with her but the online dashboard stinks. Is it worth moving for that?
7. Why isn’t spreading my investments across a national firm, regional firm, and boutique better than consolidating everything in one place?
8. Timely & Actionable Idea: Year-end Roth IRA conversion considerations.
***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 8th @ 8:30am featuring Martin M. Shenkman, Founder of Shenkman Teitz based in New York. Marty will be speaking about “Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BqAMlWRPSsmTGqY84CgABw***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com — just in time for the holiday season!***
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we are joined by K. Eli Akhavan a Partner at Grant, Herrmann, Schwartz & Klinger LLP based in New York City. Eli will be discussing “Asset Protection and Personal Guaranties.”
By way of background, when real estate deals go sour, there are usually creditor protection concerns for owners, developers and principals especially in the context of personal guaranties. This episode will demystify how to safeguard wealth when a personal guaranty is hanging over a client’s head. We’ll discuss a creditor’s playbook and then walk through proven, legally compliant strategies that can create leverage before, during, or after default. Listeners will gain a practical checklist for triaging existing assets, learn how timing and solvency tests shape the options, and provide concrete, actionable tactics to protect wealth.
***UPCOMING LIVE WINTER WEBINAR: My upcoming LIVE WINTER WEBINARS will be released next week. If you’d like to be notified of my upcoming webinars, you can either e-mail me OR go to www.ParkBridgeWealth.com/Webinars to be added to my distribution list.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
1. Talking points: The Frum Community Has a Spending Problem (And It’s Not What You Think)
2. Our quote this week is from Jerry Rice on doing what others won’t do.
3. If you advocate diversifying investments, shouldn't investors also diversify financial institutions where they do business?
4. Given the astronomical costs of college, can I start a 529 college savings account before I have kids? I want to maximize the full benefit for my kids.
5. My daughter is getting hot and heavy with a boy. Things are progressing, and during a casual conversation, this young man mentioned how all of his friends received Rolexes as their chosson gift. I can’t afford a Rolex. What advice would you give?
6. What are the tax implications to getting paid income for the rest of my life by buying an annuity?
7. I have a universal life policy through my employer where they pay some Of the premiums. I’m moving employers. Can I take this with me? What are the cost ramifications?
8. Timely & Actionable Idea: Year-end charitable giving strategies
***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com — just in time for the holiday season!***
***UPCOMING LIVE FALL WEBINAR: On THURSDAY, December 18th @ 8:30am featuring K. Eli Akhavan, a Partner at the law firm Grant, Herrmann, Schwartz & Klinger based in New York. Eli will be speaking about “Asset Protection and Personal Guaranties.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_LA1W1CYkSPuB3VGF5RYbsQ***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
***My NEW Book*** I’m thrilled to announce the launch of my very first book: “D is for Diversification: The ABCs of Personal Finance.” Available on AMAZON or at www.JonathanOnMoney.com — just in time for the holiday season! Your support means the world — and if you enjoy it, I’d be grateful for your ⭐⭐⭐⭐⭐ reviews on Amazon!***
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management based in New York will be discussing “The Final Countdown: 2025 Last Minute Wealth Planning Ideas."
By way of background, in this program I will offer a plethora of practical planning ideas to consider before the end of the year. The topics covered will include timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the passing of the “One Big Beautiful Bill”, implications on planning given the current economic environment, and MORE. The goal is for attendees to pick up at least a nugget or two to apply to their own life or practice before the end of 2025.
***UPCOMING LIVE FALL WEBINAR: On THURSDAY, December 18th @ 8:30am featuring K. Eli Akhavan of Grant, Herrmann, Schwartz & Klinger based in New York. Eli will be speaking on “Asset Protection and Personal Guaranties.” I’ll be sure to include the registration information in the show notes to this episode.
SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_LA1W1CYkSPuB3VGF5RYbsQ***
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we are joined by Amy O'Hara, Esq. CELA®, Partner at Littman Krooks based in Westchester, NY. Amy will be discussing “Legal Protections for Vulnerable Young Adults: Promoting Independence While Providing Safeguards”.”
By way of background, this episode will explore the unique legal challenges faced by vulnerable young adults, including individuals with disabilities, mental health conditions, or histories of abuse. Amy will review the legal tools and frameworks available to protect their rights while ensuring access to necessary supports. The discussion will cover guardianship alternatives, financial protections, and strategies to prevent exploitation and neglect.
***UPCOMING LIVE FALL WEBINAR: On TUESDAY, December 4th @ 8:30am featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management based in New York. Jonathan will be speaking on “The Final Countdown: 2025 Last Minute Wealth Planning Ideas.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_f2_IMFSYT-uaUyW9-uGM_A***
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
1. Talking points: Should I Invest in My Friend’s Real Estate Deal?
2. Our quote this week is from Warren Buffett’s final shareholder letter. [Link to full shareholder letter here: https://www.berkshirehathaway.com/news/nov1025.pdf)
3. Do you think Mamdani’s winning NYC mayoral race will kill the city's title as the financial capital of the world
4. I have enough money to retire. My question is not how to aggressively grow my money (since that’s unnecessary), rather how do I maintain and preserve it?
5. I'd like to open IRAs for my kids. Are there any restrictions on how much I can put in for them?
6. What's the difference between backwardation and contango?
7. What's a safe amount to invest in my own company's stock? The culture here is to invest a significant amount, but what do you think as it relates to one’s overall finances?
8. Timely & Actionable Idea: Year-end investment Dos and Don’ts
***UPCOMING LIVE FALL WEBINAR: On TUESDAY, December 4th @ 8:30am featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management based in New York. Jonathan will be speaking on “The Final Countdown: 2025 Last Minute Wealth Planning Ideas.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_f2_IMFSYT-uaUyW9-uGM_A***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we are joined by Avi Z. Kestenbaum , Esq. LL.M, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP. Avi will be discussing “Business and Real Estate Succession Planning.”
By way of background, Business and real estate succession planning is among the most complex areas of estate planning, often leading to family conflict and failed transitions. Studies show these breakdowns stem less from taxes and more from emotional and operational challenges. Owners must navigate family dynamics, outside partners, and the difficulty of dividing or managing assets across generations. This webinar explores why most businesses and real estate ventures don’t survive long-term—and how modern planning tools, psychological insights, and case studies can help professionals support their clients in preserving legacy and success.
***UPCOMING LIVE WEBINAR: On Tuesday, November 25th @ 8:30am on the topic of “Legal Protections for Vulnerable Young Adults: Promoting Independence While Providing Safeguards” featuring Amy C. O’Hara, Esq., CELA, Partner, Littman Krooks LLP based in Westchester, NY. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_ZGyNBcXKR--QKNAs62MOGw***
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
1. Talking points: 3 Mistakes Investors Make When Interest Rates Fall–and How to Avoid Them
2. Our quote this week is from Eugene Fama on soap
3. Are you afraid about the deflationary damage caused by AI over the next decade?
4. I saw online that I should use a Roth IRA instead of an emergency fund for tax reasons. Does this make sense?
5. Succinctly, what is the value of using a financial advisor?
6. Do you think the classic 60/40 portfolio is dead?
7. What are your thoughts on Tony Robbins book “The Holy Grail of Investing?” He seems to make some compelling points.
8. Timely & Actionable Idea: Voicing disapproval through stock ownership.
***UPCOMING LIVE FALL WEBINAR: On Thursday, November 13th @ 8:30am featuring Avi Z. Kestenbaum a Partner at the law firm Meltzer, Lippe, based in Long Island, NY. Avi will be speaking on “Business and Real Estate Succession Planning.”
SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_X8J53OMLRAORVRWpCMzVDg***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we are joined by Andrew Katzenberg, Partner, ArentFox Schiff LLP. Andy will be discussing “State Income Taxation Of Trusts.”
By way of background, As the estate exemption has risen, practitioners have had to shift their focus to income tax savings technique. One of these is the exempt resident trust that are not subject to state level income taxation. This week’s show will discuss the various state requirements and constitutional parameters that surround this structure. Additionally, discussion will be had around the practical considerations as to whether such a trust is right for your client.
***UPCOMING LIVE WEBINAR: On Thursday, November 13th @ 8:30am on the topic of “Business and Real Estate Succession Planning” featuring Avi Z. Kestenbaum, Esq. LL.M., Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP from Long Island, NY. I’ve included the registration information in the show notes to this episode. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_X8J53OMLRAORVRWpCMzVDg***
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
1. Talking points: The Great Flood & Managing Risk
2. Our quote this week is from Mother Teresa on staying true to your values
3. Why not increase taxes on the wealthiest Americans and invest in working class families to lower costs for ordinary Americans
4. My spouse and I share the same values about money. The challenge is that we both spend too much, have credit card debt, and are susceptible to keeping up with the Joneses. How do we adopt more healthy financial values?
5. I’m 70 years old and have 2 million in IRAs? Should I convert 200k a year to Roth IRAs? I was told that may be a smart decision.
6. Should I refinance my mortgage and use that infusion of capital to invest?
7. Instead of taking all my income, someone suggested that I have 30% go to my Family foundation to save taxes. Only stipulation is that I need to pay 5% out every year to charity. What are your thoughts on this strategy?
8. Timely & Actionable Idea: Expressing your values through proper philanthropic planning.
***UPCOMING LIVE FALL WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore.
SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we are joined by Jack Elder, Esq. LL.M, Head of Advanced Planning at Kestra Insurance Planning. Jack will be discussing “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know.”
By way of background, this program will cover buy-sell agreements and the key lessons from the Connelly case. We’ll explore how properly structured buy-sell arrangements can protect business continuity, mitigate tax risks, and ensure a smooth transition of ownership. The discussion will highlight the Connelly case’s impact on business valuation and estate planning, emphasizing the potential tax pitfalls of poorly designed agreements. Whether you’re an advisor or a business owner, this session will provide critical insights to help you navigate these complexities with confidence.
***UPCOMING LIVE WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore.
SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw***
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
1. Talking points: Retirement Planning Considerations Beyond Your Portfolio
2. Our quote this week is from Charlie Munger on simplicity.
3. I’ve been told that holding a 2x or 3x leveraged fund doesn’t compound the way most investors would expect. Why note?
4. I'm 39 and make about a million a year. I’m short on cash, but most of my assets are in real estate and race horses? I have a very small amount in my 401k and brokerage, which are liquid. Should I take money from my 401k, brokerage, or take out a HELOC?
5. What are your thoughts on investing in private assets in publicly traded ETFs?
6. I received a $2 million one time payout. Am I set for life or do I still need to work?
7. Do you ever have a family meeting about your finances?
8. Timely & Actionable Idea: Preserving multigenerational family values
***UPCOMING LIVE FALL WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore.
SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
1. Talking points: The Reason You Can’t Get Ahead Financially: Your Friends!
2. Our quote this week is from Andrew Carnegie on the importance of observing peoples actions.
3. What are your thoughts on this movement to put private equity into 401k?
4. What’s your honest assessment on Trump's performance as president strictly as it relates to business and the economy?
5. During tax season this year I was hit with a major tax bill. What can I do to mitigate this large tax bill and Is my frustration with my financial advisor justified since he triggered this tax consequence?
6. Should I use passive ETF investments for Emerging Market exposure or active strategies?
7. Are you worried that you will run out of ideas for your articles, webinars, and podcasts?
8. Timely & Actionable Idea: Investing in based on religious values values
***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.
SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
1. Talking points: Limitations with contributing to multiple employer retirement accounts
2. Our quote this week is from Albert Einstein about positivity.
3. Any takeaways on Warren Buffett’s retirement announcement this year?
4. How can I forecast my tax liability in retirement?
5. Managing a large upcoming tax liability
6. I have spread my investments across 7 different real estate syndications, 3 private credit deals, and 4 private equity funds. Is there anything you would recommend to my existing portfolio to keep it more diversified without sacrificing return?
7. Why don’t you do hourly consulting work?
8. Vanguard has a financial advisor program. It’s super cheap. Why not use that instead of going to a financial advisor elsewhere?
9. I have the opportunity to invest $360 is talit cubby at my shul for convenience OR I can die $360 (in today's dollars) richer. What to do?
10. What's the best way to save for my kids' wedding? Assuming I will need 150k for my portion of the chossana, how do you go about doing that?
11. Timely & Actionable Idea: Investing in regions of the world that promote democracy and Western values
***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.
SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.
Today, we are joined by Bruce D. Steiner, Esq. LL.M. Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will be discussing “Snowbird Domicile and Choice Of Law.”
By way of background, this timely discussion will cover a comparison of state estate and inheritances taxes and how to plan for them. Topics include:
- How to establish domicile in another state, including key domicile cases.
- State income taxation, including tax rates and when an individual is taxable and effect on Roth conversions.
- Income taxation of estates and trusts.
- Probate in different states.
- Executors’ and trustees’ commissions.
- Differences in state laws governing trusts and choice of law for trusts.
- Comparison of elective share, community property, homestead, creditor protection, powers of attorney in selected states.
***UPCOMING LIVE WEBINAR: on Thursday, October 16th @ 8:30am (New York time) featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales, Comprehensive Brokerage Services. Jack will be speaking on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know.” Register here: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
1. Talking points: Getting by on just $400,000 a year.
2. Our quote this week is about giving.
3. How do I support Israel/Jewish people with my investments during this time of rising antisemitism.
4. My wife and I max out our retirement accounts. Should we buy permanent life insurance for more tax deferred savings?
5. I see I have a 457f plan at work. What is that? I never heard of that before.
6. Rationalizing the costs of going to Baha Mar on vacation.
7. Should I buy a Braun shaver even though it was made in German?
8. Timely & Actionable Idea: How to have an impact with your portfolio by excluding exposure to countries that have a history of poor human rights.
***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.
SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.
Today, we are joined by Matthew E. Rappaport, Esq., LL.M. of Falcon Rappaport & Berkman LLP based in Long Island, New York. Matthew will be discussing “Tax Issues with Distressed Real Estate.”
By way of background, this timely discussion will provide a comprehensive overview of distressed real estate transactions, focusing on their tax implications and strategic considerations. Key topics that will be covered include debt restructuring and the tax treatment of foreclosures, sales, and deed-in-lieu transactions. Matt will also explore how bankruptcy, solvency/insolvency, and receiverships affect the tax treatment of various distressed real estate transactions. Additionally, Matthew will highlight the application of §1031 exchanges in distressed real estate, assessing their feasibility based on various factors.
***UPCOMING LIVE WEBINAR: on Thursday, September 18th @ 8:30am (New York time) featuring Bruce D. Steiner, Esq., LL.M., Of Counsel at Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will be speaking on “Snowbird Domicile and Choice Of Law.” Register here: https://us02web.zoom.us/webinar/register/WN_rQszYJ7sQeqHiaP6EsLU2A***
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
1. Talking points: Part 2 of the account hierarchy
2. Our quote this week is from Teddy Roosevelt about the man in the arena
3. Thoughts on target outcome ETFs. My advisor is recommending them to my parents and I want to hear your perspective
4. I just turned 40, but have virtually no savings. Baruch Hashem I now have extra cash flow that I don't need to just pay my bills. Any suggestions on what I can do now to catch up financially?
5. I'm 24 and just started working. I’m trying to figure out the optimal investment strategy to increase my net-worth. What would you suggest?
6. I’m mid-career and my siblings have been encouraging my family to make aliyah. I get the importance of people moving to Israel, but I’m not sure how I would make money there. Is it irresponsible to move to Israel with three kids and no job/career in Israel?
7. What are your thoughts on the bipartisan effort to cap credit card rates at 10%?
8. Timely & Actionable Idea: How to develop the right perspective around money
***UPCOMING LIVE FALL WEBINAR: On September 18th @ 8:30am on “Snowbird Domicile and Choice Of Law” featuring Bruce Steiner, Of Counsel at Kleinberg, Kaplan based in New York. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_rQszYJ7sQeqHiaP6EsLU2A***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:
1. Talking points: The account hierarchy
2. Our quote this week is an anonymous quote and provided inspiration on how to start a new venture
3. Now that you are 40, in retrospect, is there anything you would do differently to put you on better financial footing?
4. A neurosurgeon, private equity investor, and corporate attorney gave me investment advice. What are your thoughts on what they suggested?
5. Is owning multiple homes greedy?
6. I want to save money for retirement. How do I save the most money in my retirement accounts and give nothing to my employees in terms of a match?
7. I’ve heard you say that a home is a bad investment, but a friend said that you need to live somewhere so isn’t it actually a really good investment when you take that into account.
8. Timely & Actionable Idea: Understanding what it means to leave a legacy
***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.