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
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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:
***Upcoming Live FALL Webinar: Thursday, September 10th @ 8:30am featuring K. Eli Akhavan from the law firm Grant, Herrmann, Schwartz & Klinger LLP based in New York City and he will be speaking on “NYC Pied-à-Terre Surcharge – What Advisors Need to Know. RSVP here: https://us02web.zoom.us/webinar/register/WN_lKrSMcckTXy9E8dzOqeGcA”***
1. Talking points: How To Maintain Financial Peace of Mind in Retirement.
2. This week’s quote is from John Lock on how our income is like our shoes.
3. My son wants me to cosign his personal loan, but I’m 68 with a modest nest egg. Is it appropriate to decline, or should I help him?
4. With thousands of ETFs available, how can an investor identify a good one?
5. I planned to retire at the end of this year, but the recent market drop has significantly reduced my portfolio. How can I stay on track with my retirement plans despite the downturn?
6. What is a DTC transfer, and in what situations is it typically used?
7.My sister was advised to use $190,000 from her taxable investment account to pay down part of her 6% student loans, even though the S&P 500 averages about 11% annually. How does that recommendation make mathematical sense?
***My FIRST book:D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***
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