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: 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
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: 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.
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: 5 strategies to panic prudently during a market downturn
2. Our quote this week is from J.P. Morgan on betting on America
3. I’m retiring this year (or planning to). With the market choppy I am terrified about retiring and outliving my funds. Any strategy you recommend? For context, I have $2.1 million in cash.
4. I dollar cost average twice a month. Would you advise that I delay my next contribution until the market is less choppy and to see what transpires from the Putin/Trump meeting in Alaska?
5. I successfully timed the market this year and avoided the market drop due to reciprocal tariffs. I can time the market. What do you have to say to that?
6. Will tariffs increase inequality?
7. I’m looking to grow my business and see you post a lot on social media. Are you using some kind of marketing consultant for this or was it all your own initiative?
8. Timely & Actionable Idea: Implementing a framework for giving
***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.
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: How to manage a financial windfall
2. Our quote this week is from Johnny Depp on paying for privacy
3. Given Trump's obsession with tariffs, and the markets recent plunge, do you think the market will recover? How long will it take?
4. I’m 67 years old and want to buy my dream home in a new development just outside of Jerusalem. Should I spend about 40% of my liquid net worth to do so?
5. I’m 65 and inherited $650,000. My question is if I’m too old to invest in the stock market?
6. What are your thoughts/forecast on commercial real estate as an asset class?
7. Where does sports betting fit into my investment strategy?
8. Timely & Actionable Idea: The folly over fighting over an inheritance
***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.
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: Timeless Financial Wisdom From Mishlei (Proverbs)
2. Our quote this week is from Peter Lynch on anticipating market corrections.
3. Does spending money to go away for Pesach offer a good Return On Investment (ROI)?
4. Instead of using an Israel based ETF, should I buy the top ten holdings in that market?
5. My parents are gifting money to every member of my family. How should we allocate these funds most prudently?
6. Is it tacky to suggest my kid’s friend’s parents make contribution to my child’s 529 account instead of giving presents?
7. Are there any morning routines or life hacks that you notice from your most successful clients that you can share that may be helpful to people early in their career?
8. Timely & Actionable Idea: The folly of not understanding the true limitations of money.
***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.
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: Overcoming Antisemitism By Investing In Your Jewishness
2. Our quote this week is from Charlie Munger on avoiding big mistakes.
3. The Yeshiva where I send my kids is raising tuition by 10%, which is outrageous. How do we get Yeshivas to stop raising the price of tuition?
4. Is moving to Israel a smart financial decision?
5. What type of retirement account should I set up for my business?
6. Aren’t you embarrassed that you consistently give wrong advice?
7. Is Social Security taxed in Israel?
8. Timely & Actionable Idea: Getting the goal posts to stop moving.
***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.
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 cover more advanced wealth planning topics.
Today, we are joined by Martin M. Shenkman of Shenkman Law, who will discuss a the “One Big Beautiful Bill Act: Overview & Planning Ideas.”
By way of background, the Big Beautiful Bill, or The One, Big, Beautiful Bill, or OBBBA was passed on July 3 and President Trump signed the bill into law on July 4th. The House and Senate each passed the BBB by razor thin margins with most votes on party lines. The bill is massive in terms of spending, tax changes and more. Some of the changes, with a particular focus on estate planning, will be reviewed below. The focus will be on what some of the Big Beautiful Bill changes mean to your estate plan.
In very general terms the Big Beautiful Bill extends many of the expiring provisions from the 2017 Trump tax cuts contained in the Tax Cuts and Jobs Act. It enacts several Trump campaign promises and tax priorities (e.g., “no” taxes on certain tips and overtime pay). The Big Beautiful Bill ends many clean energy tax incentives. This episode will cover a variety of ways this bill impacts your financial and estate plan.
***UPCOMING LIVE WEBINAR: on Thursday, September 4th @ 8:30am (New York time). If you are not currently on my webinar distribution list and would like to be notified of my upcoming live webinars, feel free to e-mail me with the word “webinar” in the subject line OR go to www.parkbridgewealth.com/webinars to be added to my webinar 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:
Talking points: Making Yeshiva Tuition More Affordable: It’s Simple, But Not Easy
1. Our quote this week is from Bejamin Graham on an investor’s chief problem
2. Trump’s tariffs have caused the market to go into a freefall after Liberation Day. While the market has bounced back, I’m wondering given all the tariff related news headlines, should I be nervous? Will this impact my wallet? If so, how badly?
3. Every Purim my wife and I have a debate whether to spend the typical $5,000 - $7,000 on costumes, shalach manot, and a large seudah or if we should tone it down this year. Any thoughts on this?
4. Would you recommend an S&P 500 fund or a target date fund?
5. I received a $100,000 bonus. Where does it make sense to invest it right now in the current economic environment?
6. I have a pretty large stock position and want to get out of it, but the tax consequences will be massive. Any suggestions?
7. Timely & Actionable Idea: Understanding that the investment landscape has become democratized.
***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***
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
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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: Why buying a home is a bad investment, but usually good financial decision
2. Our quote this week is from Howard Marks on how to effectively make money in the markets.
3. Is leasing a car for $1,800 a dumb decision?
4. Is a Patek Philippe a good investment since it doesn’t lose value…you just hold on to it for the next generation?
5. With rates where they are, should I wait to buy a house until mortgage rates eventually drop?
6. I have a triple net lease tenant property which provides me with about 50% of my retirement income. It seems secure, but I'd like to get your perspective on the risks.
7. Since you’re the bukki on road trips, what would you suggest I do this summer: Utah or Canadian Rockies?
8. Timely & Actionable Idea: The mistake many families make of not teaching their children about money
***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***
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: A summer financial checklist
2. Our quote this week is from Randy Pausch on how to gain great experience
3. My advisor told me his goal is not to outpace the Nasdaq performance. My question is if he can’t offer the best returns what’s the point of having a financial advisor in the first place?
4. Do UTMA accounts grow tax free like 529 accounts?
5. If the 10-year got up to 5% and you wanted to allocate some of your bonds there. Wouldn’t you be better off buying the bonds straight up as opposed to an ETF or mutual fund?
6. My wife and I are just getting by and can’t understand why. We are both professionals but beyond sending our six kids to yeshiva, and owning our home (we live in the NYC city area), we go on one trip to Miami once a year (to stay at our in-laws apartment). We quite literally don't have any more wiggle room. What are we doing wrong?
7. I was offered the opportunity to invest in a restaurant. I would get 10% off whenever I eat there and I like their food. Should I do it?
8. Timely & Actionable Idea: Not getting caught up in relative performance.
***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***
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, I discuss “Impact Investing: How To Make A Difference With Your Wealth In 2025 & Beyond?”
By way of background, impact investing, or investments in companies, with the intention to generate a beneficial social or environmental impact alongside a financial return, has been all the rage over the past decade. However, over the past few years, many investors have raised questions about this strategy, the methodology used, and whether it best reflects their intentions. I will share how investors can effectively express their values through their portfolios without the conflict of interests present in many of the products available on the market today.
***UPCOMING LIVE WEBINAR: COMING SOON! TO GET NOTIFIED OF MY UPCOMING LIVE EVENTS REGISTER AT https://www.parkbridgewealth.com/webinars ***
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: Starting to invest at age 40
2. This week’s quote is from Winston Churchill on failure
3. Did I make a mistake by investing in the “uncorrelated strategies” my new advisor was pitching to me back in 2022?
4. My financial advisor is recommending an investment that I don’t understand, but has had unbelievable returns. It would only be for about 5% of my portfolio. Should I move forward with this?
5. How does climate change impact the way you structure portfolios?
6. I recently met a crypto coach that a few of my friends work with. They said they have made money. Would you recommend working with this professional?
7. Timely & Actionable Idea: The dangers of being too focused on tax planning…
***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***
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.
