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:
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***
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