• Episode 62: Personal Finances Lessons For All The Dads Out There!

  • Jun 26 2024
  • Length: 22 mins
  • Podcast

Episode 62: Personal Finances Lessons For All The Dads Out There!

  • Summary

  • 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) Rethinking Your “Bucket List” In Retirement

    2) ***SPECIAL SECTION*** Personal Finances Lesson for all the Dads out there!

    3) Do I not have enough allocated to Nvidia? I want to make sure that I am not missing the boat.

    4) What does your typical day look like?

    5) What is the value of long term care insurance?

    6) I’m currently 100% in stocks in my portfolio. Based on my age I’m ready to tone it down to 80% stock. When should I make the adjustment given the gyrations in the market?

    7) My future machatanim want a wedding at a takanah hall. I don’t want to do this. What would you recommend as a compromise somewhere between a takanah hall and a fancy venue in Manhattan?

    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: Instagram | X | YouTube | LinkedIn


    Hosted on Acast. See acast.com/privacy for more information.

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