***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 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.

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 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.

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 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.