***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.

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 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 & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will cover “Children & Money: Timeless Strategies To Transmit to The Next Generation” featuring Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management Based in New York.

In today’s show, I will draw on years of experience advising high-net-worth families, to discuss the most important financial lessons that every parent should convey to their children regardless of level of wealth. This timeless framework will help lay the foundation for our children’s financial future, while also benefiting society and generations to come.

Stay connected:

1) Questions? Comments? Media Inquiries? 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) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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) 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.

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 “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries” featuring Lisa Presser and Brian Balduzzi both of the law firm Faegre Drinker Biddle & Reath based in Princeton, NJ and Philadelphia PA.

Today’s show will discuss some of the estate and tax planning considerations for couples with irrevocable trusts established before or during their marriage. With more couples choosing to marry, or re-marry, later in life, and beneficiaries set to inherit from one of the largest wealth transfers in modern US history, intentional and proactive planning to plan, prepare, and protect assets within a family is more important than ever. This program will cover some of the challenges, strategies and best practices when advising families on planning prior to a marriage of a loved one, preparing clients’ estate and gift planning, or protecting family assets in the event of a divorce.

Stay connected:

1) Questions? Comments? Media Inquiries? 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) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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) What investors can learn from the medias terrible coverage of the Gaza/Israel war

2) Quote from financial writer Nick Murray on investors biggest risk.

3) Does my son is a 25 year old son need umbrella insurance?

4) What type of lawyer makes the most sense from a financial and life balance?

5) What do you think about instituting universal basic income?

6) What is the “still working exception” and should I use it?

7) Questions on “asset location” from an index fund investor?

8) Should I sell my loser investments and double down on the winners?

9) What’s the optimal number of investments to have in one’s portfolio?

10) How should I leave my Roth IRA vs my Traditional IRA to my kids given their different careers?

11) I work in biotech. Should I invest in what I know and put more money in biotech given my background?

12) Thoughts on a covered call strategy?

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.