Episodes
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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: Where Do I Park My Cash Now That Rates Are Falling?
2. This week’s quote is from Seth Klarman.
3. My advisor is a strong proponent of alternative investments, and wants to put a third of my portfolio in them. Thoughts?
4. Should I spend more money on experience (i.e. traveling for the holidays) or things (i.e. automobiles)?
5. Why can't I make money investing despite my pedigree?
6. My son wants to go into wealth management, but has no interest in money. He enjoys investing, but doesn’t appreciate the finer things in life. Will this be a problem if he is trying to win business?
***UPCOMING LIVE WEBINAR: Thursday, November 26th at 8:30am (New York time) featuring Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Manamgement based in New York. Jonathan will be speaking on the very important topic of “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End” Register here: https://us02web.zoom.us/webinar/register/WN_J1HPzyczQG6YIJen2Vvgvg
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we will go IN FOCUS where we cover more advanced wealth planning topics.
In this week’s episode, we are joined by K. Eli Akhavan who is a Partner at the law firm Grant, Herrmann, Schwartz & Klinger based in New York. Eli will discuss the very important topic of "“International Estate Planning - Traps for the Unwary."
This program will discuss the main issues of concern when representing and advising foreign clients with assets or beneficiaries in the United States and will also address the traps and pitfalls of having a non-citizen spouse that is a US green card holder. The session will offer actionable and practical advice to ensure that clients are advised properly and will also identify areas of risk and how to navigate around them. Issues to be discussed include tax pitfalls and solutions for foreigners owning real estate and financial assets in the United States, foreigners making gifts to US persons, and gifts and bequests to non-citizen spouses.
***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (EST) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.”
Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
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.
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Missing episodes?
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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: Politics & Your Portfolio: Investment Dos And Don’ts During The Election Season
2. This week’s quote is from Giannis Antetokounmpo.
3. Do alternative investments make sense in retirement?
4. It seems like a robo advisor does the same thing as a human advisor does. Why not just work with a robo advisor?
5. Thoughts on Dave Ramsey’s general philosophy?
6. Thoughts on allocating to emerging market debt in my portfolio?
7. My daughter is bad with money. She’s dating someone who also spends a lot of money and doesn’t have strong career prospects. I’m concerned that their lack of financial sophistication, financial discipline, and warped view of reality will lead to hardship. Should I try to break this relationship?
8. A timely and actionable investment idea.
***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (New York time) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.” Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we will go IN FOCUS where we cover more advanced wealth planning topics.
In this week’s episode, we are joined by Bruce Steiner, Of Counsel at the New York City based law firm Kleinberg Kaplan, Wolff & Cohen. Bruce will discuss the very important topic of "Generation-Skipping Transfer Tax Tricks and Traps.”
This program will discuss how to deal with the generation-skipping transfer tax. It will cover:
- Understanding how the GST exemption works.
- Deciding when to allocate GST exemption to insurance and other trusts.
- The automatic allocation rules.
- Choosing between the estate tax and the GST tax.
- Dealing with the lack of portability for the GST exemption.
- Reverse QTIP elections.
- Moving assets down two or more generations at the cost of only one tax.
- Obtaining private letter rulings allowing late allocations and non-allocations of GST exemption and late reverse QTIP elections.
***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (EST) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.”
Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
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.
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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: Buying my wife new clothes and jewelry before yom tov
2. This week’s quote is from Jason Zweig’s father.
3. What's an interval fund?
4. Given where rates are, would you recommend shortening or lengthening the duration on the bond portion of my portfolio?
5. I look for a deal whenever I can in most areas of life. This includes when buying clothes, furniture, food, and other things for the house. Yet, I’m still just getting by financially. Any suggestions?
6. What do you think of copying politicians' trades/investments as part of someone's strategy in the market?
7. How many hours do you work a week?
8. A timely and actionable investment idea.
***UPCOMING LIVE WEBINAR: Thursday, October 31st at 8:30am (EST). featuring Krista M. Fenske, Esq., Cole Schotz P.C. featuring “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors” Register here: https://us02web.zoom.us/webinar/register/WN_AF64ll5nQSetJ3y3UpVgww
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we will cover "Going to the Sunshine State? Things to know before you get burned: Considerations in Florida Planning” featuring Adina Lewis, Esq. and Lawrence Garbuz, Esq.
Today’s show is a recording from Session # 3 of the Yeshiva University & ParkBridge: Estate Planning & Wealth Management Symposium. This program will be an overview of the income, estate and other considerations in New Yorkers becoming Florida domiciliaries. It will also address issues as to New York hurdles and differences between New York and Florida in this area of the law.
***UPCOMING LIVE WEBINAR: Thursday, October 31st at 8:30am (EST). featuring Krista M. Fenske, Esq. of Cole Schotz P.C. on “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors.” Register here: https://us02web.zoom.us/webinar/register/WN_AF64ll5nQSetJ3y3UpVgww
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
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.
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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: A Time For Spiritual & Financial Introspection
2. This week’s quote is from Walt Disney.
3. I do well financially, but when I see a friend who does better than me I become quite jealous. Any suggestions on how to overcome this?
4. Should I use a Roth IRA to save for higher education?
5. I was offered a tactical and strategic model portfolio. What’s the difference and what should I go with?
6. The head of BlackRock seems to be very pro Bitcoin. If the head of the largest money management firm is so pro Bitcoin, don’t you think that makes it an attractive investment.”?
7. Question from a fellow financial advisor: New husband to my client is difficult and not knowledgeable about personal finance. He is trying to get his wife (my client) to switch advisors who is less knowledge than me. What should I do?
8. A timely and actionable investment idea
***UPCOMING LIVE WEBINAR: Tuesday, October 15th at 8:30am (EST). featuring K. Eli Akhavan, Esq. Partner, Grant, Herrmann, Schwartz & Klinger LLP on “International Estate Planning - Traps for the Unwary." Register here: https://us02web.zoom.us/webinar/register/WN_acbI7_omRKuQt7oNUrTjKw
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we will cover "Charitable Giving: Timely Strategies and Considerations Under Jewish Law" featuring Elizabeth Forspan, Esq. of Forspan Klear LLP, Rabbi Daniel Z. Feldman of Yeshiva University and Congregation Ohr Saadya of Teaneck, and Alan Secter, Senior Director of Institutional Advancement at Yeshiva University.
Today’s show is a recording from Session # 2 of the Yeshiva University & ParkBridge: Estate Planning & Wealth Management Symposium. This panel discussion will cover timely and practical charitable giving strategies through the lens of Jewish law. Each panelist will cover philanthropy from their unique vantage point. This session will be informative for families who are charitably inclined and advisors who advise families on how to best leave a lasting legacy.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
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.
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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. Spending Money On Things Vs. Experiences
2. This weeks quote is from Tony Robbins
3. How much should I invest in “alts”?
4. My husband and I love cars since; however, we also want to take the family to Israel for sukkos. Realistically, we can’t do both. Thoughts?
5. I went to the best schools and have advanced. I’ve read tons of literature on investing, but I can't seem to get this investing thing right. Why can't I make money by investing?
6. My son wants to go into wealth management, but has no interest in money. He enjoys investing, but doesn’t appreciate the finer things in life. Will this be a problem if he is trying to win business from high-net-worth families?
7. Tim Walz's financial disclosures came out. What are your thoughts on his finances?
8. A timely and actionable investment idea
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we will cover “Estate Planning If You have Assets/Heirs In Israel" featuring Avi Z. Kestenbaum, Partner at Long Island based Meltzer Lippe.
Today’s show is a recording from session # 1 of the Yeshiva University & ParkBridge Estate Planning & Wealth Management Symposium. It will cover 1) Tax and estate issues with owning apartments and properties in Israel and in other countries. 2) U.S. trusts that have Israeli or foreign grantors, trustees or beneficiaries. 3) Foreign trusts that have U.S. beneficiaries or own U.S. assets. 4) Cross-border probate and estate tax issues. 5) Tax, compliance, and reporting issues with owning bank accounts and assets in Israel and other countries. 6) U.S. Gift and Estate Tax issues for foreigners
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
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.
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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. Importance of Investor Alpha
2. Quote from JP Morgan.
3. I’m retiring soon and want to maximize my income. Should I search for the highest paying stocks, bonds or funds? It seems to make sense, so I won’t need to touch the principle.
4. I’ve been in a bit of a rut since Covid. Any suggestions on rebuilding the financial part of my life? I’ve been feeling down for around 4 years at this point.
5. What surprises you most about the investment business?
6. How do I know if there is value in hiring a financial advisor vs a robo advisor?
7. What’s the purpose of a revocable trust if there is no tax benefit? Should I use one?
8. A timely and actionable investment idea
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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. Paying For A Wedding When Machatanim Disagree
2. Quote from Dwight Eisenhower
3. I’m genuinely terrified of a potential Harris' presidency. She has never run anything in her life and the main responsibility she has had as vice president was on border security, which she failed at miserably. Is there anything that gives you a sense of hope during these scary times?
4. Pros and cons of having guaranteed income in retirement?
5. My mom’s husband passed away. I heard she can claim her social security on his benefit? Does this make sense?
6. Based on your investment philosophy, what return assumptions do you shoot for?
7. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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. Strategies For Getting Laid Off Before You’re Ready To Retire.
2. This week’s quote is from Benjamin Franklin.
3. Thoughts on Kamala Harris’s personal finance disclosures.
4. What can I hold and not hold in an IRA account?
5. Is it silly to buy a house with my girlfriend before we get married?
6. Do you think it’s reasonable for a hedge fund to take 20% of my profits?
7. I made 5% on my cash this year. My financial advisor said I was up around 6% half way through the year. My question is why would I take risk and invest in stocks and bonds when the return is only 1% or so better than a risk free money market account?
8. Actionable idea
9. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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. Money Lessons From The Olympics
2. This week’s quote is from Warren Buffett.
3. I have a family member who is drowning in credit card debt. Thank god I make a good living and I’d like to help them, but I’d like to do so responsibly. How do I do that?
4. I filled out a risk tolerance questionnaire with my advisor several years ago and it came out that I was aggressive. But my performance has not been that high even though I took a lot of risk. What do you think my advisor is doing wrong?
5. I’m renting out a single family home in another state (across the country). I’m seriously debating selling the home and investing it in the market, but how do I calculate where I would get a better return? I don't want to make any rash decisions before determining where I’ll make more money. Is there an analysis you can do to determine the right move?
6. I put most of my net worth in one investment. I was advised not to. Of course it went down by 70%. My advisor told me I should sell it and move on. What do you recommend?
7. I handle our personal finances and my spouse has no clue about anything related to this matter. Is that acceptable?
8. Actionable idea
9. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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. The Destruction of Wealth: Six Wealth Killers Every Investor Should Avoid
2. This week’s quote is from Jeremy Siegel.
3. How does Trump's assassination attempt impact my portfolio?
4. I’m middle aged. What is an appropriate amount to spend on a birthday gift for my wife and how much should she spend on me?
5. Thoughts on litigation finance?
6. How would you recommend teaching young kids about money?
7. Is a vacation home a good investment?
8. This week’s actionable idea!
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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) Living Dangerously: A Theme For The Three Weeks And Investing
2) Quote by Senecca on wealth.
3) I don’t have enough money to buy a house in my current community, but can afford to move to an undesirable community. What do you recommend as the best course of action?
4) The NASDAQ is up around 14%+ this year and I'm up a small fraction of that. Why is my portfolio lagging so much and should this be concerning?
5) Given the likelihood of the Fed lowering rates by the end of the year, how should I reposition my portfolio?
6) My advisor gave me a 30 page financial plan. How long should a financial plan be and what should it include?
7) Advice for a spendthrift
8) This week’s actionable idea!
***SIGN UP: Yeshiva University & ParkBridge Wealth Management: Tax, Estate, and Wealth Planning Symposium” (3 CPE/CLE*) on Tuesday, September 10th 2024 @ 8:30am-12:00pm. Registration & Program here. ***
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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***SIGN UP: Yeshiva University & ParkBridge Wealth Management: Tax, Estate, and Wealth Planning Symposium” (3 CPE/CLE*) on Tuesday, September 10th 2024 @ 8:30am-12:00pm. Registration & Program Information here. ***
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) Someday You Will Have to Spend Your Nest Egg. Why You Need to Plan Ahead for That
2) Quote from Albert Einstein.
3) Should I buy a home or invest in my 401k? Where is a better place to put my money?
4) I’ve had two relatives ask to borrow money. I have the money but want to be sure they view it as a real loan, not a gift. What’s your advice on how to handle this?
5) I am moving my father into an independent living community. What type of investment strategy do you recommend in this scenario?
6) Should I give my money to my local bank to manage?
7) How effective is back testing to determine if a portfolio makes sense?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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. How Can So Many People Afford To Do Construction?
2. Quote is from Harry Markowitz on diversification and lunch.
3. Am I spending too much money on traveling this summer if I go away 4 times?
4. How often do you look at/review your own portfolio?
5. How much is the net worth of your largest client?
6. If the market flatlines like it did from 2000-2009 and returns 0%, what’s the best way to prepare for this scenario?
7. How much money should I put down on a new home?
8. I got very sick, but was able to rollover the life insurance policy I had from my previous employer. This policy is suboptimal. Expensive and not the best product. Should I drop coverage or continue paying premiums?
9. Should I buy a boat in retirement?
10. Should I borrow money from my 401k to invest in real estate?
11. Any strategies you would recommend on how and when to deploy capital?”
12. My husband and I got out of debt using Dave Ramsey methods. We have a high household income, but our only debt is a 15 year fixed at 2.7% with about 450k left on our mortgage. Should we pay it off in the next few years, per Dave's line of thinking?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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.
This week we discuss “HOT TOPICS” in the field of wealth management where Jonathan and a guest go through several timely topics that are relevant to advisors and investors.
Today, we are pleased to welcome Martin Shenkman, Esq. of Shenkman Law based in New York. He is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications and is the author of over 40 books and approximately 1,500 articles on the subject of estate planning.
Today we discuss:
1) Connely buy sell insurance
2) ESG vs Values based investing
3) Step Transaction doctrine
4) Direct Indexing
5) New Corporate Transparency Act (CTA) developments
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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) Should You Buy Nvidia?
2) This week’s quote is from John D. Rockefeller on the importance of giving.
3) AI is the buzzword these days, but I’m generally concerned that it will replace humans. Do you believe that will happen?
4) My insurance broker said a 401(k) is a scam and instead I should “be my own bank” and “invest in myself”. What does he mean by that, and does he have a point?
5) How do I know when I have enough money?
6) I have profits in my investment portfolio. I like to use part of these profits to fund other aspects of my life. My advisor told me this isn’t helpful, but I’m not using all the money, so what’s the big deal?
7) I’ve been handling my finances my entire career. I think I’ve done an adequate job. I’m on the fence if I should hire a financial advisor. Do you have any guidelines when someone should work with a financial advisor and when it doesn’t make sense?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
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: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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