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?

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1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

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