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.
***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.
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