***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

1.   Talking points: Ways to Overcome the Risks of Retiring Into a Down Stock Market

2.   This week’s quote is from Tim Ferriss on losing site on what money is really for.

3.   You seem pretty negative on both crypto and private equity. What do you think is worse?

4.   I am 65 and have $250k in my 401(k). An advisor suggested putting it all into an annuity, promising a 10% return. Now what?

5.   If growth stocks and private equity have the highest returns, why not invest exclusively in that area of the market?

6.   What are your 2026 mid-year market predictions?

7.   Would you take ~1mil/yr to exclusively be the financial advisor for a client I work with who has ~$400mil?

8.   Timely & Actionable Idea: read the book “The Money Kings: The Epic Story of the Jewish Immigrants Who Transformed Wall Street and Shaped Modern America” by Daniel Schulman?

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 16th @ 8:30am  featuring Av Sinensky of Falcon Rappaport & Berkman LLP based in Long Island, who will speaking about “When the Family Is the Business: Why You Need a Real Partnership Agreement.” This program will be for ***CLE/CPE credit available for accountants and attorneys-based NY/NJ***. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg***

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 @JonathanOnMoney: 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 are joined by Kevin Matz of ArentFox Schiff LLP based in New York City who will be discussing “Highlights of the 2026 Heckerling Institute on Estate Planning.”

By way of background, in this episode Kevin Matz will summarize many of the highlights of the 2026 Heckerling Institute on Estate Planning. For those who don’t know the Heckerling conference focuses on the latest developments in estate planning, tax planning, asset protection, and trust administration. It is essentially the Super Bowl for estate planning professionals where thousands of attendees gather to discuss the latest strategies and trends in the industry. So, for those who want to be up to date with all the most recent planning ideas, be sure to listen to this entire episode.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, April 16th featuring Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP BASED IN Long Island, NY. Av will be discussing “When the Family Is the Business: Why You Need a Real Partnership Agreement.” You can register by clicking on the link in the show notes. You can register here: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg

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.

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

1.   Talking points: Is My Yeshiva’s Retirement Plan Up to Standard?

2.   This week’s quote is from Rabbi Lord Jonathan Sacks on opportunity vs. temptation.

3.   I have a pension at work and can take it as an annuity or a lump sum. What makes more sense?

4.   I have a 401(k) with company matching, but I have no idea what I’m invested in. Is that really bad?

5.   If the Fed lowers rates by a quarter point, how should investors reposition their portfolios today?

6.   My 401(k) has around 50 investment options. I worked with my advisor, but in general is having so many choices good or bad for investors?

7.   What’s the best purchase you’ve made recently for $100 or less, and why?

8.   What’s the most overrated concept in personal finance?

9.   I want to invest with a real estate company, but they don’t issue a land acknowledgment. How can I persuade them to add one?

10. My wealthy uncle is debating buying a private jet versus fractional ownership. As his consigliere, what guidance should I give him?

11. Is there any way to avoid paying tax on an inherited IRA?

12. Timely & Actionable Idea: Getting laid off before you are ready to retire.

***UPCOMING LIVE WINTER WEBINAR: On TUESDAY, March 24th @ 8:30am featuring Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, where I will discuss “Retirement 2.0: Modern Planning Strategies for 2026.”  SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_T9IKYH8mS_exLVzyuANZDQ***

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 @JonathanOnMoney: 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 are joined by Evan Unzelman of CRT Experts, LLC. based in Leesburg, Virginia who will be discussing “How to Shift CRT Benefits to Children Under Today’s Tax Rules”.

By way of background, this episode will discuss how clients with existing Charitable Remainder Trusts (or CRTs) can shift their trust’s economic benefit to children – either by selling their CRT income interest for cash, allowing immediate gifting and flexibility, or by tax-efficiently transferring the interest to a new CRT designed to create a structured income stream for heirs (a “CRT rollover”). We’ll cover when each approach is appropriate, along with valuation, tax treatment, and real-world case studies.

***UPCOMING LIVE WINTER WEBINAR: My next webinar is on Thursday, March 12th featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York City. Kevin will be discussing “Highlights of the 2026 Heckerling Institute on Estate Planning.”

You can register here: https://us02web.zoom.us/webinar/register/WN_Qe6a6x5EQ2KGO9tIopWRkg

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.

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

1.   Talking points: 5 Hidden Investing Lessons From The Megillah

2.   This week’s quote is from Isaac Newton where he discusses calculating mans madness.

3.   I’m 67 with $200k saved, no debt, and strong income. My advisor says to save 50% of my net income for seven years to retire comfortably. Given my age and health uncertainties, should I prioritize saving or enjoying my money now?

4.   A movie outing for my family recently cost $200. With prices so high, is this still a worthwhile use of money?

5.   My assets are in an irrevocable trust, and the tax rates are steep. Are there strategies to reduce the trust’s tax burden?

6.   Do you ever decline potential clients with eight‑figure or larger portfolios?

7.   What’s the best way to determine whether to pay off a large low‑interest debt—like a mortgage or student loan—after receiving a windfall? Beyond obvious extremes, is there a formula for deciding when paying it off makes sense?

8.   Timely & Actionable Idea: Simplify your financial life

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, March 12th @ 8:30am featuring Kevin Matz who is a Partner at ArentFox Schiff LLP based in New York City. Kevin will be discussing “Highlights of the 2026 Heckerling Institute on Estate Planning.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Qe6a6x5EQ2KGO9tIopWRkg***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

1.   Talking points: Retirement and Falling Rates: Should I Be Concerned?

2.   Our quote this week is from Charley Ellis on investing as a form of entertainment

3.   I just retired with four million dollars but spend about four hundred thousand a year. What investment approach can support my lifestyle for the next thirty years?

4.   After the strong run in international stocks, especially relative to the United States, is it too late to add them to my portfolio if I currently have no international exposure?

5.   What are your thoughts on using a Wyoming holding LLC and moving brokerage assets into a business account for asset protection?

6.   I work in the investment industry and have access to fee‑free private equity deals through GP co‑investments. Should I allocate a portion of my portfolio to them?

7.   I disagree with the assumption that a home only returns the rate of inflation. I believe the return is much higher. How do you justify such a low estimate?

8.   My company was acquired, and I now have one and a half million dollars in my old 401(k). Should I roll it into the new company plan or move it to an IRA?

9.   What financial advice would you give Travis Kelce and Taylor Swift following their engagement?

10.        My plan offers private equity and private credit options inside the 401(k). Since these are typically riskier and less transparent, is it worthwhile to include them in my retirement strategy?

11.        My advisor uses closed‑end funds for the bond portion of my portfolio. How do these differ from traditional mutual funds, and does this approach make sense?

12.        Timely & Actionable Idea: ETFs vs index funds.

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, February 26th @ 8:30am featuring Evan Unzelman, CEO, CRT Experts, LLC based in Leesburg, Virginia. Evan will be discussing “How to Shift CRT Benefits to Children Under Today’s Tax Rules.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_igkNCHUKSFCBvsZsNWkmZA***

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 @JonathanOnMoney: 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.    

This week, we go IN FOCUS where we explore more advanced wealth planning topics. Today, we are joined by Lawrence I. Garbuz of Lewis and Garbuz, P.C. based in New York and Boaz Feinberg of Arnon, Tadmor-Levy based in Tel Aviv, who will be discussing “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.”

By way of background, in light of shifting political and economic dynamics following the Mamdani mayoral victory in New York, many families are reassessing where to build their future. This webinar explores the tax and estate planning implications of relocating to Florida or Israel, highlighting differences in income tax, estate tax, and cross‑border planning. We’ll discuss strategies to preserve wealth, optimize charitable giving, and ensure compliance across jurisdictions. Whether you’re considering a move for lifestyle, financial, or legacy reasons, this session provides practical insights to guide your decision.

***UPCOMING LIVE WINTER WEBINAR: My next webinar is on Thursday, February 26th featuring Evan Unzelman who is the CEO of CRT Experts, LLC based in Leesburg, Virginia. Evan will be speaking about “How to Shift CRT Benefits to Children Under Today’s Tax Rules.”

You can register here: https://us02web.zoom.us/webinar/register/WN_igkNCHUKSFCBvsZsNWkmZA

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.

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!

1.   Talking points: How Much To Spend On A Chassan Watch

2.   Our quote this week is from Thomas Sowell On Tradeoffs

3.   I was just fired. Should I exercise and sell my stock options or hold them?

4.   I’m in expensive litigation and my attorney mentioned financing options. Should I finance it, switch to a cheaper lawyer, or stick with him?

5.   Is Baha Mar worth the high cost over winter break? I’m considering booking now for next year.

6.   My retired parents are focused on high-dividend stocks. Are there risks to a high-yield strategy they may be overlooking?

7.   I found a 12% yielding ETF that uses an options overlay strategy. What are the potential downsides?

8.   I use two advisors. One charges more and has slightly lower performance. Should we consolidate with the cheaper, better-performing advisor?

9.   There’s an all-you-can-eat buffet near me. I pack a tin, resell plates to yeshiva guys for $15, and make spending money. My rav says it may be muttar halachically. Is this a sound business model?

10.                 How much money is enough?

11.                 Europeans seem less stressed about healthcare and education. Should the U.S. nationalize more essential services?

12.                 Timely & Actionable Idea: How To Handle Inherited IRAs?

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, February 12th @ 8:30am featuring Lawrence I. Garbuz of Lewis and Garbuz, P.C. based in New York and Boaz Feinberg of Arnon, Tadmor-Levy based in Tel Aviv. Lawrence and Boaz will be discussing “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_1brOdaa7QLyxTHnJsV-wGA***

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 @JonathanOnMoney: 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 are joined by Elizabeth Forspan from Forspan Klear LLP based in Great Neck, NY. Elizabeth will be discussing “Overcoming Estate and Elder Care Planning Hurdles.”

By way of background, this program will cover common estate and elder care planning hurdles that clients face and how attorneys, CPAs and financial advisors can help overcome them. She will also present an in-depth update on the recent Medicaid planning changes, as well as some trends in the estate and elder care planning arena.

***UPCOMING LIVE WINTER WEBINAR: My next webinar continues on Thursday, February 12th featuring Lawrence Garbuz, Esq. of Lewis and Garbuz AND Boaz Feinberg of Arnon, Tadmor-Levy, who will be speaking on the topic “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.” The program will also offer CLE & CPE credit for those who are interested. You can register here: https://us02web.zoom.us/webinar/register/WN_1brOdaa7QLyxTHnJsV-wGA

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.

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!

1.   Talking points: Raising Money-Smart Children Starts Earlier Than You Think

2.   Our quote this week is from Burton Malkiel on different types of market forecasters

3.   Is Private Credit entering a "bubble" with so many providers coming out with funds and ETFs featuring this category?

4.   How much is too much to spend on a siyum (per person) during the nine days?

5.   What are your thoughts on WNBA players earning substantially less than NBA players? Do you think it’s fair that they are not paid comparable salaries for their hard work?

6.   My parents have a few million dollars, but just retired and have no long term care insurance. How do I protect my inheritance so they don’t spend all their money on long-term care needs should there be a need?

7.   I’m repositioning my portfolio. Should I wait until after Tisha B’av to do so or is that just silliness?

8.  I see some nice income funds paying over 7%. Why not just buy that to generate income in retirement?

9.  What's a 501c(4)? I want to give to a particular non profit and I saw it was categorized as a 501c(4). Any ideas?

10. You discuss investing in Israel from time to time, but let's say I want to support Palestine through investments. How do I do that?

11. What's the difference between an estate tax and inheritance tax?

12. Timely & Actionable Idea: How to best invest in Artificial Intelligence (AI)?

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 29th @ 8:30am featuring Elizabeth Forspan of Forspan Klear LLP based in New York. Elizabeth will be speaking about “Overcoming Estate and Elder Care Planning Hurdles.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!

1.   Talking points: How Much Should You Spend on a Date?

2.   Our quote this week is from Dave Ramsey on the implications of the choices we make.

3.   If low fees matter most, why not move everything to Vanguard?

4.   Which index provider do you prefer for ETFs—CRSP, S&P, Russell, or another—and why?

5.   What’s your view on buffer ETFs? My advisor recommends them to reduce downside risk.

6.   Why is carried interest taxed so favorably, especially for hedge fund and private equity managers?

7.   Should I prioritize funding Roth IRAs for my minor children over other financial goals?

8.   Timely & Actionable Idea: Estate planning considerations

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 29th @ 8:30am featuring Elizabeth Forspan of Forspan Klear LLP based in New York. Elizabeth will be speaking about “Overcoming Estate and Elder Care Planning Hurdles.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ***

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 @JonathanOnMoney: 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 are joined by Martin M. Shenkman, Founder, Shenkman Teitz based in New York. Marty will be discussing “Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms.”

By way of background, with a $15M exemption few taxpayers will be subject to an estate tax, but asset protection concerns remain a critical planning goal. A recent favorable DE case upholding a self settled trust, and a follow up CO case that overturned a later transaction to that trust, provide valuable lessons as to how clients can protect assets, what steps to take, and which to avoid. How do domestic asset protection trusts (“DAPTs”) compare to other irrevocable trust techniques such as spousal lifetime access trusts (“SLATs”), and special power of appointment trusts (“SPATs”) and which may make sense in which situations? Further, in light of the current high exemption might an incomplete gift variant of one of these trusts be advisable.

***UPCOMING LIVE WINTER WEBINAR: My next webinar continues on Thursday, January 29th featuring Elizabeth Forspan of Forspan Klear based in Great Neck, NY who will be speaking on “Overcoming Estate and Elder Care Planning Hurdles.” The program will also offer CLE & CPE credit. You can register here: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ

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.

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!

1.   Talking points: Should You Merge Finances After Marriage? Smart Money Moves for Newlyweds.   

2.   Our quote this week is from Harry Truman on taking “imperfect action.”

3.   What are these Trump Accounts I've been hearing about?

4.   When is a good time to dump legacy investments that I don’t want to own anymore?

5.   Aren’t we due for a recession? It’s been pretty much 17 years of good times in the economy. Something doesn’t sit right with me.

6.   I think it’s expensive to use a financial advisor. Why not just do it myself?

7.   Timely & Actionable Idea: Review your beneficiary designations

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 8th @ 8:30am featuring Martin M. Shenkman, Founder of Shenkman Teitz based in New York. Marty will be speaking about “Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BqAMlWRPSsmTGqY84CgABw***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!

1.   Talking points: Reflections on the $10 sufganiya.

2.   Our quote this week is from Chris Rock on what wealth really means

3.   Do you ever wonder how the economy and market would have turned out if Kamala Harris won the election?

4.   Doesn’t it bother you that capitalism has left so many people behind? Socialism, while not perfect, is certainly a better way of lifting up the masses. Wouldn’t you agree?

5.   The principal of my child's Yeshiva makes over 400k a year. Don't you think it would make sense if administrators like this took a pay cut to make yeshiva tuition more AFFORDABLE?

6.   This may sound silly, but I am extremely not satisfied with the interface on my online portal with my broker. I like working with her but the online dashboard stinks. Is it worth moving for that?

7.   Why isn’t spreading my investments across a national firm, regional firm, and boutique better than consolidating everything in one place?

8.   Timely & Actionable Idea: Year-end Roth IRA conversion considerations.

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 8th @ 8:30am featuring Martin M. Shenkman, Founder of Shenkman Teitz based in New York. Marty will be speaking about “Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BqAMlWRPSsmTGqY84CgABw***

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 @JonathanOnMoney: 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 are joined by K. Eli Akhavan a Partner at Grant, Herrmann, Schwartz & Klinger LLP based in New York City. Eli will be discussing “Asset Protection and Personal Guaranties.”

By way of background, when real estate deals go sour, there are usually creditor protection concerns for owners, developers and principals especially in the context of personal guaranties. This episode will demystify how to safeguard wealth when a personal guaranty is hanging over a client’s head. We’ll discuss a creditor’s playbook and then walk through proven, legally compliant strategies that can create leverage before, during, or after default. Listeners will gain a practical checklist for triaging existing assets, learn how timing and solvency tests shape the options, and provide concrete, actionable tactics to protect wealth.

***UPCOMING LIVE WINTER WEBINAR: My upcoming LIVE WINTER WEBINARS will be released next week. If you’d like to be notified of my upcoming webinars, you can either e-mail me OR go to www.ParkBridgeWealth.com/Webinars to be added to my distribution list.

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.

1.   Talking points: The Frum Community Has a Spending Problem (And It’s Not What You Think)

2.   Our quote this week is from Jerry Rice on doing what others won’t do.

3.   If you advocate diversifying investments, shouldn't investors also diversify financial institutions where they do business?

4.   Given the astronomical costs of college, can I start a 529 college savings account before I have kids? I want to maximize the full benefit for my kids.

5.   My daughter is getting hot and heavy with a boy. Things are progressing, and during a casual conversation, this young man mentioned how all of his friends received Rolexes as their chosson gift. I can’t afford a Rolex. What advice would you give?

6.   What are the tax implications to getting paid income for the rest of my life by buying an annuity?

7.   I have a universal life policy through my employer where they pay some Of the premiums. I’m moving employers. Can I take this with me? What are the cost ramifications?

8.   Timely & Actionable Idea: Year-end charitable giving strategies

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com — just in time for the holiday season!***

***UPCOMING LIVE FALL WEBINAR: On THURSDAY, December 18th @ 8:30am featuring K. Eli Akhavan, a Partner at the law firm Grant, Herrmann, Schwartz & Klinger based in New York. Eli will be speaking about “Asset Protection and Personal Guaranties.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_LA1W1CYkSPuB3VGF5RYbsQ***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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

Today, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management based in New York will be discussing “The Final Countdown: 2025 Last Minute Wealth Planning Ideas."

By way of background, in this program I will offer a plethora of practical planning ideas to consider before the end of the year. The topics covered will include timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the passing of the “One Big Beautiful Bill”, implications on planning given the current economic environment, and MORE. The goal is for attendees to pick up at least a nugget or two to apply to their own life or practice before the end of 2025.

***UPCOMING LIVE FALL WEBINAR: On THURSDAY, December 18th @ 8:30am featuring K. Eli Akhavan of Grant, Herrmann, Schwartz & Klinger based in New York. Eli will be speaking on “Asset Protection and Personal Guaranties.” I’ll be sure to include the registration information in the show notes to this episode.

SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_LA1W1CYkSPuB3VGF5RYbsQ***

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

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Today, we are joined by Amy O'Hara, Esq. CELA®,  Partner at Littman Krooks based in Westchester, NY. Amy will be discussing “Legal Protections for Vulnerable Young Adults: Promoting Independence While Providing Safeguards”.”

By way of background, this episode will explore the unique legal challenges faced by vulnerable young adults, including individuals with disabilities, mental health conditions, or histories of abuse. Amy will review the legal tools and frameworks available to protect their rights while ensuring access to necessary supports. The discussion will cover guardianship alternatives, financial protections, and strategies to prevent exploitation and neglect.

***UPCOMING LIVE FALL WEBINAR: On TUESDAY, December 4th @ 8:30am featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management based in New York. Jonathan will be speaking on “The Final Countdown: 2025 Last Minute Wealth Planning Ideas.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_f2_IMFSYT-uaUyW9-uGM_A***

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

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1.   Talking points: Should I Invest in My Friend’s Real Estate Deal?

2.   Our quote this week is from Warren Buffett’s final shareholder letter. [Link to full shareholder letter here: https://www.berkshirehathaway.com/news/nov1025.pdf)

3.   Do you think Mamdani’s winning NYC mayoral race will kill the city's title as the financial capital of the world

4.   I have enough money to retire. My question is not how to aggressively grow my money (since that’s unnecessary), rather how do I maintain and preserve it?

5.   I'd like to open IRAs for my kids. Are there any restrictions on how much I can put in for them?

6.   What's the difference between backwardation and contango?

7.   What's a safe amount to invest in my own company's stock? The culture here is to invest a significant amount, but what do you think as it relates to one’s overall finances?

8.   Timely & Actionable Idea: Year-end investment Dos and Don’ts

***UPCOMING LIVE FALL WEBINAR: On TUESDAY, December 4th @ 8:30am featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management based in New York. Jonathan will be speaking on “The Final Countdown: 2025 Last Minute Wealth Planning Ideas.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_f2_IMFSYT-uaUyW9-uGM_A***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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Today, we are joined by Avi Z. Kestenbaum , Esq. LL.M, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP. Avi will be discussing “Business and Real Estate Succession Planning.”

By way of background, Business and real estate succession planning is among the most complex areas of estate planning, often leading to family conflict and failed transitions. Studies show these breakdowns stem less from taxes and more from emotional and operational challenges. Owners must navigate family dynamics, outside partners, and the difficulty of dividing or managing assets across generations. This webinar explores why most businesses and real estate ventures don’t survive long-term—and how modern planning tools, psychological insights, and case studies can help professionals support their clients in preserving legacy and success.

***UPCOMING LIVE WEBINAR: On Tuesday, November 25th @ 8:30am on the topic of “Legal Protections for Vulnerable Young Adults: Promoting Independence While Providing Safeguards” featuring Amy C. O’Hara, Esq., CELA, Partner, Littman Krooks LLP based in Westchester, NY. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_ZGyNBcXKR--QKNAs62MOGw***

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

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1.   Talking points: 3 Mistakes Investors Make When Interest Rates Fall–and How to Avoid Them

2.   Our quote this week is from Eugene Fama on soap

3.   Are you afraid about the deflationary damage caused by AI over the next decade?

4.   I saw online that I should use a Roth IRA instead of an emergency fund for tax reasons. Does this make sense?

5.   Succinctly, what is the value of using a financial advisor?

6.   Do you think the classic 60/40 portfolio is dead?

7.   What are your thoughts on Tony Robbins book “The Holy Grail of Investing?” He seems to make some compelling points.

8.   Timely & Actionable Idea: Voicing disapproval through stock ownership.

***UPCOMING LIVE FALL WEBINAR: On Thursday, November 13th @ 8:30am featuring Avi Z. Kestenbaum a Partner at the law firm Meltzer, Lippe, based in Long Island, NY. Avi will be speaking on “Business and Real Estate Succession Planning.”

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_X8J53OMLRAORVRWpCMzVDg***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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Today, we are joined by Andrew Katzenberg, Partner, ArentFox Schiff LLP. Andy will be discussing “State Income Taxation Of Trusts.”

By way of background, As the estate exemption has risen, practitioners have had to shift their focus to income tax savings technique. One of these is the exempt resident trust that are not subject to state level income taxation. This week’s show will discuss the various state requirements and constitutional parameters that surround this structure. Additionally, discussion will be had around the practical considerations as to whether such a trust is right for your client.

***UPCOMING LIVE WEBINAR: On Thursday, November 13th @ 8:30am on the topic of “Business and Real Estate Succession Planning” featuring Avi Z. Kestenbaum, Esq. LL.M., Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP from Long Island, NY. I’ve included the registration information in the show notes to this episode. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_X8J53OMLRAORVRWpCMzVDg***

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

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1.   Talking points: The Great Flood & Managing Risk

2.   Our quote this week is from Mother Teresa on staying true to your values

3.   Why not increase taxes on the wealthiest Americans and invest in working class families to lower costs for ordinary Americans

4.   My spouse and I share the same values about money. The challenge is that we both spend too much, have credit card debt, and are susceptible to keeping up with the Joneses. How do we adopt more healthy financial values?

5.   I’m 70 years old and have 2 million in IRAs? Should I convert 200k a year to Roth IRAs? I was told that may be a smart decision.

6.   Should I refinance my mortgage and use that infusion of capital to invest?

7.   Instead of taking all my income, someone suggested that I have 30% go to my Family foundation to save taxes. Only stipulation is that I need to pay 5% out every year to charity. What are your thoughts on this strategy?

8.   Timely & Actionable Idea: Expressing your values through proper philanthropic planning.

***UPCOMING LIVE FALL WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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Today, we are joined by Jack Elder, Esq. LL.M, Head of Advanced Planning at Kestra Insurance Planning. Jack will be discussing “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know.”

By way of background, this program will cover buy-sell agreements and the key lessons from the Connelly case. We’ll explore how properly structured buy-sell arrangements can protect business continuity, mitigate tax risks, and ensure a smooth transition of ownership. The discussion will highlight the Connelly case’s impact on business valuation and estate planning, emphasizing the potential tax pitfalls of poorly designed agreements. Whether you’re an advisor or a business owner, this session will provide critical insights to help you navigate these complexities with confidence.

***UPCOMING LIVE WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw***

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

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4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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1.   Talking points: Retirement Planning Considerations Beyond Your Portfolio

2.   Our quote this week is from Charlie Munger on simplicity.    

3.   I’ve been told that holding a 2x or 3x leveraged fund doesn’t compound the way most investors would expect. Why note?

4.   I'm 39 and make about a million a year. I’m short on cash, but most of my assets are in real estate and race horses? I have a very small amount in my 401k and brokerage, which are liquid. Should I take money from my 401k, brokerage, or take out a HELOC?

5.   What are your thoughts on investing in private assets in publicly traded ETFs?

6.   I received a $2 million one time payout. Am I set for life or do I still need to work?

7.   Do you ever have a family meeting about your finances?

8.   Timely & Actionable Idea: Preserving multigenerational family values

***UPCOMING LIVE FALL WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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1.   Talking points: The Reason You Can’t Get Ahead Financially: Your Friends!

2.   Our quote this week is from Andrew Carnegie on the importance of observing peoples actions.    

3.   What are your thoughts on this movement to put private equity into 401k?

4.   What’s your honest assessment on Trump's performance as president strictly as it relates to business and the economy?

5.   During tax season this year I was hit with a major tax bill. What can I do to mitigate this large tax bill and Is my frustration with my financial advisor justified since he triggered this tax consequence?

6.   Should I use passive ETF investments for Emerging Market exposure or active strategies?

7.   Are you worried that you will run out of ideas for your articles, webinars, and podcasts?

8.   Timely & Actionable Idea: Investing in based on religious values values

***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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1.   Talking points: Limitations with contributing to multiple employer retirement accounts          

2.   Our quote this week is from Albert Einstein about positivity.

3.   Any takeaways on Warren Buffett’s retirement announcement this year?

4.   How can I forecast my tax liability in retirement?

5.   Managing a large upcoming tax liability

6.   I have spread my investments across 7 different real estate syndications, 3 private credit deals, and 4 private equity funds. Is there anything you would recommend to my existing portfolio to keep it more diversified without sacrificing return?

7.   Why don’t you do hourly consulting work?

8.   Vanguard has a financial advisor program. It’s super cheap. Why not use that instead of going to a financial advisor elsewhere?

9.   I have the opportunity to invest $360 is talit cubby at my shul for convenience OR I can die $360 (in today's dollars) richer. What to do?

10. What's the best way to save for my kids' wedding? Assuming I will need 150k for my portion of the chossana, how do you go about doing that?

11. Timely & Actionable Idea: Investing in regions of the world that promote democracy and Western values

***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.  

Today, we are joined by Bruce D. Steiner, Esq. LL.M. Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will be discussing “Snowbird Domicile and Choice Of Law.”

By way of background, this timely discussion will cover a comparison of state estate and inheritances taxes and how to plan for them. Topics include:

- How to establish domicile in another state, including key domicile cases.

- State income taxation, including tax rates and when an individual is taxable and effect on Roth conversions.

- Income taxation of estates and trusts.

- Probate in different states.

- Executors’ and trustees’ commissions.

- Differences in state laws governing trusts and choice of law for trusts.

- Comparison of elective share, community property, homestead, creditor protection, powers of attorney in selected states.

***UPCOMING LIVE WEBINAR: on Thursday, October 16th @ 8:30am (New York time) featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales, Comprehensive Brokerage Services. Jack will be speaking on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know.” Register here: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

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

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1.   Talking points: Getting by on just $400,000 a year.      

2.   Our quote this week is about giving.

3.   How do I support Israel/Jewish people with my investments during this time of rising antisemitism.

4.   My wife and I max out our retirement accounts. Should we buy permanent life insurance for more tax deferred savings?

5.   I see I have a 457f plan at work. What is that? I never heard of that before.

6.   Rationalizing the costs of going to Baha Mar on vacation.

7.   Should I buy a Braun shaver even though it was made in German?

8.   Timely & Actionable Idea: How to have an impact with your portfolio by excluding exposure to countries that have a history of poor human rights.

***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.

 SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.

Today, we are joined by Matthew E. Rappaport, Esq., LL.M.  of Falcon Rappaport & Berkman LLP based in Long Island, New York. Matthew will be discussing “Tax Issues with Distressed Real Estate.”

By way of background, this timely discussion will provide a comprehensive overview of distressed real estate transactions, focusing on their tax implications and strategic considerations. Key topics that will be covered include debt restructuring and the tax treatment of foreclosures, sales, and deed-in-lieu transactions. Matt will also explore how bankruptcy, solvency/insolvency, and receiverships affect the tax treatment of various distressed real estate transactions. Additionally, Matthew will highlight the application of §1031 exchanges in distressed real estate, assessing their feasibility based on various factors.

***UPCOMING LIVE WEBINAR: on Thursday, September 18th @ 8:30am (New York time) featuring Bruce D. Steiner, Esq., LL.M., Of Counsel at Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will be speaking on “Snowbird Domicile and Choice Of Law.” Register here: https://us02web.zoom.us/webinar/register/WN_rQszYJ7sQeqHiaP6EsLU2A***

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

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1.   Talking points: Part 2 of the account hierarchy   

2.   Our quote this week is from Teddy Roosevelt about the man in the arena

3.   Thoughts on target outcome ETFs. My advisor is recommending them to my parents and I want to hear your perspective

4.   I just turned 40, but have virtually no savings. Baruch Hashem I now have extra cash flow that I don't need to just pay my bills. Any suggestions on what I can do now to catch up financially?

5.   I'm 24 and just started working. I’m trying to figure out the optimal investment strategy to increase my net-worth. What would you suggest?

6.   I’m mid-career and my siblings have been encouraging my family to make aliyah. I get the importance of people moving to Israel, but I’m not sure how I would make money there. Is it irresponsible to move to Israel with three kids and no job/career in Israel?

7.   What are your thoughts on the bipartisan effort to cap credit card rates at 10%?

8.   Timely & Actionable Idea: How to develop the right perspective around money

***UPCOMING LIVE FALL WEBINAR: On September 18th @ 8:30am on “Snowbird Domicile and Choice Of Law” featuring Bruce Steiner, Of Counsel at Kleinberg, Kaplan based in New York. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_rQszYJ7sQeqHiaP6EsLU2A***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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1.   Talking points: The account hierarchy

2.   Our quote this week is an anonymous quote and provided inspiration on how to start a new venture

3.   Now that you are 40, in retrospect, is there anything you would do differently to put you on better financial footing?

4.   A neurosurgeon, private equity investor, and corporate attorney gave me investment advice. What are your thoughts on what they suggested?

5.   Is owning multiple homes greedy?

6.   I want to save money for retirement. How do I save the most money in my retirement accounts and give nothing to my employees in terms of a match?

7.   I’ve heard you say that a home is a bad investment, but a friend said that you need to live somewhere so isn’t it actually a really good investment when you take that into account.

8.   Timely & Actionable Idea: Understanding what it means to leave a legacy

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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1.   Talking points: 5 strategies to panic prudently during a market downturn

2.   Our quote this week is from J.P. Morgan on betting on America

3.   I’m retiring this year (or planning to). With the market choppy I am terrified about retiring and outliving my funds. Any strategy you recommend? For context, I have $2.1 million in cash.

4.   I dollar cost average twice a month. Would you advise that I delay my next contribution until the market is less choppy and to see what transpires from the Putin/Trump meeting in Alaska?

5.   I successfully timed the market this year and avoided the market drop due to reciprocal tariffs. I can time the market. What do you have to say to that?

6.   Will tariffs increase inequality?

7.   I’m looking to grow my business and see you post a lot on social media. Are you using some kind of marketing consultant for this or was it all your own initiative?

8.   Timely & Actionable Idea: Implementing a framework for giving

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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1.   Talking points: How to manage a financial windfall

2.   Our quote this week is from Johnny Depp on paying for privacy  

3.   Given Trump's obsession with tariffs, and the markets recent plunge, do you think the market will recover? How long will it take?

4.   I’m 67 years old and want to buy my dream home in a new development just outside of Jerusalem. Should I spend about 40% of my liquid net worth to do so?

5.   I’m 65 and inherited $650,000. My question is if I’m too old to invest in the stock market?

6.   What are your thoughts/forecast on commercial real estate as an asset class?

7.   Where does sports betting fit into my investment strategy?

8.   Timely & Actionable Idea: The folly over fighting over an inheritance

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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1.   Talking points: Timeless Financial Wisdom From Mishlei (Proverbs)

2.   Our quote this week is from Peter Lynch on anticipating market corrections.

3.   Does spending money to go away for Pesach offer a good Return On Investment (ROI)?

4.   Instead of using an Israel based ETF, should I buy the top ten holdings in that market?

5.   My parents are gifting money to every member of my family. How should we allocate these funds most prudently?

6.   Is it tacky to suggest my kid’s friend’s parents make contribution to my child’s 529 account instead of giving presents?

7.   Are there any morning routines or life hacks that you notice from your most successful clients that you can share that may be helpful to people early in their career?

8.   Timely & Actionable Idea: The folly of not understanding the true limitations of money.

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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1.   Talking points: Overcoming Antisemitism By Investing In Your Jewishness

2.   Our quote this week is from Charlie Munger on avoiding big mistakes.

3.   The Yeshiva where I send my kids is raising tuition by 10%, which is outrageous. How do we get Yeshivas to stop raising the price of tuition?

4.   Is moving to Israel a smart financial decision?

5.   What type of retirement account should I set up for my business?

6.   Aren’t you embarrassed that you consistently give wrong advice?

7.   Is Social Security taxed in Israel?

8.   Timely & Actionable Idea: Getting the goal posts to stop moving.

***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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This week, we will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Martin M. Shenkman of Shenkman Law, who will discuss a the “One Big Beautiful Bill Act: Overview & Planning Ideas.”

By way of background, the Big Beautiful Bill, or The One, Big, Beautiful Bill, or OBBBA was passed on July 3 and President Trump signed the bill into law on July 4th. The House and Senate each passed the BBB by razor thin margins with most votes on party lines. The bill is massive in terms of spending, tax changes and more. Some of the changes, with a particular focus on estate planning, will be reviewed below. The focus will be on what some of the Big Beautiful Bill changes mean to your estate plan.

In very general terms the Big Beautiful Bill extends many of the expiring provisions from the 2017 Trump tax cuts contained in the Tax Cuts and Jobs Act. It enacts several Trump campaign promises and tax priorities (e.g., “no” taxes on certain tips and overtime pay). The Big Beautiful Bill ends many clean energy tax incentives. This episode will cover a variety of ways this bill impacts your financial and estate plan.

***UPCOMING LIVE WEBINAR: on Thursday, September 4th @ 8:30am (New York time). If you are not currently on my webinar distribution list and would like to be notified of my upcoming live webinars, feel free to e-mail me with the word “webinar” in the subject line OR go to www.parkbridgewealth.com/webinars to be added to my webinar distribution list.***

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Talking points: Making Yeshiva Tuition More Affordable: It’s Simple, But Not Easy

1.   Our quote this week is from Bejamin Graham on an investor’s chief problem

2.   Trump’s tariffs have caused the market to go into a freefall after Liberation Day. While the market has bounced back, I’m wondering given all the tariff related news headlines, should I be nervous? Will this impact my wallet? If so, how badly?

3.   Every Purim my wife and I have a debate whether to spend the typical $5,000 - $7,000 on costumes, shalach manot, and a large seudah or if we should tone it down this year. Any thoughts on this?

4.   Would you recommend an S&P 500 fund or a target date fund?

5.   I received a $100,000 bonus. Where does it make sense to invest it right now in the current economic environment?

6.   I have a pretty large stock position and want to get out of it, but the tax consequences will be massive. Any suggestions?

7.   Timely & Actionable Idea: Understanding that the investment landscape has become democratized.

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

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1.   Talking points: Why buying a home is a bad investment, but usually good financial decision

2.   Our quote this week is from Howard Marks on how to effectively make money in the markets.

3.   Is leasing a car for $1,800 a dumb decision?

4.   Is a Patek Philippe a good investment since it doesn’t lose value…you just hold on to it for the next generation?

5.   With rates where they are, should I wait to buy a house until mortgage rates eventually drop?

6.   I have a triple net lease tenant property which provides me with about 50% of my retirement income. It seems secure, but I'd like to get your perspective on the risks.

7.   Since you’re the bukki on road trips, what would you suggest I do this summer: Utah or Canadian Rockies?

8.   Timely & Actionable Idea: The mistake many families make of not teaching their children about money

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

Stay connected:

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

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

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4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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1.   Talking points: A summer financial checklist

2.   Our quote this week is from Randy Pausch on how to gain great experience

3.   My advisor told me his goal is not to outpace the Nasdaq performance. My question is if he can’t offer the best returns what’s the point of having a financial advisor in the first place?

4.   Do UTMA accounts grow tax free like 529 accounts?

5.   If the 10-year got up to 5% and you wanted to allocate some of your bonds there. Wouldn’t you be better off buying the bonds straight up as opposed to an ETF or mutual fund?

6.   My wife and I are just getting by and can’t understand why. We are both professionals but beyond sending our six kids to yeshiva, and owning our home (we live in the NYC city area), we go on one trip to Miami once a year (to stay at our in-laws apartment). We quite literally don't have any more wiggle room. What are we doing wrong?

7.   I was offered the opportunity to invest in a restaurant. I would get 10% off whenever I eat there and I like their food. Should I do it?

8.   Timely & Actionable Idea: Not getting caught up in relative performance.

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.

Today, I discuss “Impact Investing: How To Make A Difference With Your Wealth In 2025 & Beyond?”

By way of background, impact investing, or investments in companies, with the intention to generate a beneficial social or environmental impact alongside a financial return, has been all the rage over the past decade. However, over the past few years, many investors have raised questions about this strategy, the methodology used, and whether it best reflects their intentions. I will share how investors can effectively express their values through their portfolios without the conflict of interests present in many of the products available on the market today.

***UPCOMING LIVE WEBINAR: COMING SOON! TO GET NOTIFIED OF MY UPCOMING LIVE EVENTS REGISTER AT https://www.parkbridgewealth.com/webinars ***

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4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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1.   Talking points: Starting to invest at age 40

2.   This week’s quote is from Winston Churchill on failure

3.   Did I make a mistake by investing in the “uncorrelated strategies” my new advisor was pitching to me back in 2022?

4.   My financial advisor is recommending an investment that I don’t understand, but has had unbelievable returns. It would only be for about 5% of my portfolio. Should I move forward with this?

5.   How does climate change impact the way you structure portfolios?

6.   I recently met a crypto coach that a few of my friends work with. They said they have made money. Would you recommend working with this professional?

7.   Timely & Actionable Idea: The dangers of being too focused on tax planning…

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.

Today, we are joined by Angelika J. Herburger and Russell S. Ephraim, of CBIZ Advisors LLC based in New York City. Angelika and Russell will be discussing “Understanding Pass-Through Entity Taxation.”

By way of background, circumventing the individual state and local tax cap with pass-through entity taxes has been a topic of discussion for several years and remains a key issue currently being debated in Congress. This program will explore the unique tax considerations and implications of pass-through entity taxation, offering clear insights into this complex and often confusing topic.

***UPCOMING LIVE WEBINAR: on Tuesday, June 17th @ 8:30am (New York time) featuring, yours truly, Jonathan I. Shenkman of ParkBridge Wealth Management where I will be speaking on “Impact Investing: How To Make A Difference With Your Wealth In 2025 & Beyond?” Register here: https://us02web.zoom.us/webinar/register/WN_eTWTHiGxS4WiZjy8Qbs1iw  ***

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3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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1.   Talking points: 10 Financial Commandments For Retirees

2.   This week’s quote is from Jason Zweig on good financial advice

3.   Do you think it’s some form of conflict of interest that Trump launched the Trump coin right before his inauguration?

4.   Why did inflation outperform TIPS in 2024? Isn’t the whole purpose of TIPS to outperform inflation?

5.   There are many people in my community who share a lot of information about the latest vacation they went on, their new fancy toys, extension to their house and so on and so forth. How do I not engage with people like that?

6.   How do I marry a rich guy? This may seem superficial, but I think it’s a good life decision. I’m not interested in a philosophical answer and why that may not be a good decision. I’m just interested in how to do it.

7.   Would you agree that private equity is less risky than public equities since you have more control over the returns?

8.   Timely & Actionable Idea: The dangers of not factoring in tax planning within your investment strategy

***UPCOMING LIVE WEBINAR: On Thursday, June 5th @ 8:30am on the topic “Understanding Pass-Through Entity Taxation” featuring Angelika Herburger and Russell Ephraim both from CBIZ Advisors based in New York City. Register here: https://us02web.zoom.us/webinar/register/WN_CIBY7Q0UTu6TqhG9W2_KrQ  ***

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

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This week, we will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by John S. Kiely, who is Counsel at the law firm McDermott Will & Emery LLP based in New York City. John will be discussing “The IRS Issues Final Regulations on Gifts and Bequests from Covered Expatriates.”

By way of background, Section 2801 of the Internal Revenue Code was enacted in 2008 and imposes a 40% tax on gifts and bequests from covered expatriates. Enforcement was stayed pending issuance of enabling regulations and the final regulations were issued on January 15, 2025, effective January 1. This tax is paid by the recipient and recipients are responsible for determining whether they have a tax filing and payment obligation. Individuals who receive gifts and bequests from covered expatriates, or distributions from foreign trusts that might have received funds from covered expatriates, need to know about these final regulations and the reporting obligations on a new form, Form 708.

***UPCOMING LIVE WEBINAR: On Thursday, June 5th @ 8:30am (New York time) featuring Angelika J. Herburger and Russell S. Ephraim, both from CBIZ Advisors, LLC based in New York City. Angelika and Russell will be speaking on “Understanding Pass-Through Entity Taxation.” Register here: https://us02web.zoom.us/webinar/register/WN_CIBY7Q0UTu6TqhG9W2_KrQ ***

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

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1.   Talking points: The Role of Mazal, or luck, in Personal Finance.

2.   This week’s quote is from Charlie Munger on what it takes to be successful.

3.   Can you describe your approach to investing?

4.   I’d like to go to an NBA game and sit courtside. I can afford to do that for the Nets (Knicks tickets are way out of my price range). It would be the equivalent of like two months worth of discretionary spending for me. Should I do it?

5.   Warren Buffet said to put 90% of one’s assets in the S&P 500 and the rest in Treasuries. Should I liquidate all my investments and do that?

6.   My uncle started his business by taking out credit card debt. He is now one of the wealthiest people in his community. Given the possibilities, would you ever be OK with someone taking out credit card debt to fuel growth in your business?

7.   What amount of money do you think is optimal to shoot for where you don’t need to work, but won’t be hounded by charities asking you to make big donations?

8.   Timely & Actionable Idea: Don’t underestimate the required annual income in order to maintain your lifestyle.

***UPCOMING LIVE WEBINAR: On Thursday, June 5th @ 8:30am on the topic “Understanding Pass-Through Entity Taxation” featuring Angelika Herburger and Russell Ephraim both from CBIZ Advisors based in New York City. Register here: https://us02web.zoom.us/webinar/register/WN_CIBY7Q0UTu6TqhG9W2_KrQ  ***

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

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This week, we will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Timothy Noonan a Partner at the law firm Hodgson Russ based in Buffalo and New York City. Tim will be discussing “Hot Topics in NY Tax Audits and Enforcement.”

While lots of questions remain at the federal level about what will happen with tax enforcement, there is no question that the New York State Department of Taxation and Finance has not skipped a step. The state is as aggressive as ever, and is stepping-up enforcement in all areas, including personal taxes and residency, sales taxes, and corporate taxes. In this episode, Tim will review the latest hot topics in the New York tax area and give a quick overview of new tax legislation that will be enacted as part of the state’s 2025 budget.

***UPCOMING LIVE WEBINAR: On Tuesday, May 20th @ 8:30am (New York time) featuring John S. Kiely of the law firm McDermott Will & Emery based in New York City. John will be speaking on “The IRS Issues Final Regulations on Gifts and Bequests from Covered Expatriates.” Register here: https://us02web.zoom.us/webinar/register/WN_7qt36Oc3TGGJ9i4ZpwpvtA  ***

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

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1.   Talking points: Taking out credit card debt to pay for a wedding.

2.   This week’s quote is discusses how to measure real wealth.

3.   What's the difference between an investment banker and what you do?

4.   How do I convince a family member who is living paycheck to paycheck, but spends money like a drunken sailor, to be more sensible with their money?

5.   Why do the rich get richer, and the poor always get poorer in this country?

6.   How much does the way you grow up impact your relationship with money?

7.   Is curbside check-in a worthwhile financial outlay?

8.   Timely & Actionable Idea: Having more control, does not necessarily lead to better performance

***UPCOMING LIVE WEBINAR: On Thursday, May 8th @ 8:30am (New York time) featuring Timothy Noonan, a Partner at Hodgson Russ LLP based in Buffalo, NY will be speaking on “Hot Topics in NY Tax Audits and Enforcement.”

Register here: https://us02web.zoom.us/webinar/register/WN_sFsNmWyqSSqHxjNq9pXcew   ***

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

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This week, we will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Brian Balduzzi and Lisa Presser both from the law firm Faegre Drinker Biddle & Reath based in Philadelphia and Princeton, NJ . Brian and Lisa will be discussing “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Given the potential sunset of the Tax Cuts and Jobs Act or a repeal of the federal estate and generation-skipping transfer tax, this program will discuss some estate planning topics that may have been missed or overlooked by advisors and clients. These over-looked tips in estate planning include life insurance planning, broad limited powers of appointment, QTIP-able trusts, GRATs, and more.

***UPCOMING LIVE WEBINAR: On Thursday, May 8th @ 8:30am (New York time) featuring Timothy Noonan, a Partner at Hodgson Russ LLP based in Buffalo, NY will be speaking on “Hot Topics in NY Tax Audits and Enforcement.”

Register here: https://us02web.zoom.us/webinar/register/WN_sFsNmWyqSSqHxjNq9pXcew   ***

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

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1.   Talking points: Financial Considerations Before Making Aliyah

2.   This week’s quote is from Epictetus

3.   Should I be concerned that the S&P 500 is so concentrated in a few stocks?

4.   Does it make sense to fully fund 529 accounts for each of my kids?

5.   Should I buy Bitcoin now? I’m afraid I missed the boat by not buying it before.

6.   I was told to set up a SLAT for asset protection reasons. I’m a do it yourself type of guy, so how would you recommend setting this up myself and not hiring a lawyer?

7.   What are your thoughts on how to avoid the additional IRMAA payments if my income keeps rising?

8.   Timely & Actionable Idea: Concentrated investments can make you rich but may not keep you rich.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

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

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1.   Talking points: The Passover Paradox

2.   This week’s quote is from Christopher Columbus

3.   Should I diversify my investments out of just the S&P 500 or just keep it in that fund given the high returns?

4.   Do you have a minimum account size?

5.   Do you think encouraging a child to work in high school to make money is essential to have a positive financial trajectory or should they just be focused on doing well in school and extracurricular activities?

6.   I was listening to Bloomberg and the commentator said that the S&P 500 was “unched” for the day. What does that mean?

7.   Timely & Actionable Idea: 6 Tactical Moves to Make In A Bear Market

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

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

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1.   Talking points: Investing Superpowers

2.   This week’s quote is from Confucius and George Carlin

3.   Should I invest an S&P 500 fund or a Robo Advisor?

4.   I’m applying to work in the wealth management industry. What are your thoughts on the big firm training programs vs starting at an independent firm, trust company, etc.?

5.   Is there any consideration that should be given to how much one should hold inside a single brokerage account?

6.   I’m retiring to Israel and want to buy a place there, but it would require me to put down 50% of my nest egg. Should I do it?

7.   My kid just started making money babysitting. Do you think I should insist that they donate 10% to charity and save 20% for their future in order to instill good financial habits?

8.   Timely & Actionable Idea: The merit and drawbacks of concentrated investment positions.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

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.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s show, Jonathan Shenkman will share my thoughts on “Common Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).”

In this episode, Jonathan Shenkman will explore how an individual’s approach to managing their personal finances is shaped by a myriad of influences. These may include one’s upbringing, community, social circles, and religious beliefs. Another, often overlooked, factor is one’s level of wealth. For ultra-high-net-worth families, financial planning techniques and their relationship with money may differ. Jonathan will review these mistakes/misconceptions from years of working with high-net-worth families. He will also offer practical ideas on how to overcome these hurdles to success.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

Stay connected:

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2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

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1.   Talking points: Tariffs: Should Retirees Be Concerned?

2.   This week’s quote is from Ralph Waldo Emerson.

3.   What’s the difference between an ERISA 403b plan and non-ERISA 403b plan?

4.   Should I change financial advisors when I retire?

5.   Any reason why you would tell someone to NOT max out your 401k?

6.   I’ve been investing in a Dow Jones index fund since I started investing. What’s the difference between the Dow an s and p 500 index fund?

7.   I heard you on the Kosher Money podcast and was troubled by the way you disparaged those who teach gemerah. These Torah scholars are literally holding up the world and are much holier than most of us. What gives?

8.   Timely & Actionable Idea: Achieving success in one area of life does not necessarily translate to success in personal finance.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

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

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Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Galia Antebi LL.M, Member and Head of Tel Aviv Office of Ruchelman PLLC. Galia will be discussing “Form 3520 Reporting Under The Proposed Regulations.”

In this episode, Galia will discuss when distributions from foreign trusts have to be disclosed on Form 3520, and what constitutes a distribution; when a U.S. person is considered to be the owner of a foreign trust, causing its creation to be reportable on Form 3520. We will address in that relation existing rules and the proposed regs under sections 643(i), 679, 6039F, 6048, and 6677 of the Code.

***UPCOMING LIVE WEBINAR: On Thursday, March 20th @ 8:30am (New York time) featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management. I will be discussing “Common Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).”

Register here: https://us02web.zoom.us/webinar/register/WN_H0BjFsLfQnm1tUbOqpGhmA  ***

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

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1.   Talking points: Spending On Purim: A Blueprint For How To Have A More Meaningful Chag

2.   This week’s quote is from Socrates …

3.   I heard a rumor that owning real estate in a traditional IRA is a bad idea. Why?

4.   I’m an attorney making around 400k a year. My husband works at a nonprofit and makes under 100k. I feel like he is not carrying his share of the financial burden and it’s putting a strain on our relationship. What can I do to empower my husband to make more money and take more of the financial burden off my shoulders?

5.   How did you end up as a financial advisor? Is it something you always wanted to do, or it happened by chance?

6.   Why are you so anti permanent life insurance? I just checked my statement, and I have so much cash value built up. I plan to use it to supplement my retirement.

7.   Timely & Actionable Idea: Strategies for minimizing taxes on a concentrated stock position  

***UPCOMING LIVE WEBINAR*** On THURSDAY, March 20th at 8:30am (EST) featuring, yours truly, Jonathan I. Shenkman of ParkBridge Wealth Management and I will be speaking on “Common Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).”

Register here: https://us02web.zoom.us/webinar/register/WN_H0BjFsLfQnm1tUbOqpGhmA  ***

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

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Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Kevin Matz, Esq., CPA, LL.M. (Taxation), a Partner, ArentFox Schiff LLP based in New York City. Kevin will be speaking on the “Highlights of the 2025 Heckerling Institute on Estate Planning.”

In this episode, Kevin Matz will summarize many of the highlights of the 2025 Heckerling Institute on Estate Planning as well as some other topics that were hot off the press just a few hours before the recording. If you are an estate planning practitioner, wealth manager, or high-net-worth investor, these topics may be very relevant to your life and I imagine you will get a lot out of this week’s episode.

***UPCOMING LIVE WEBINAR: Tuesday, March 11th 2025 @ 8:30am (New York time) featuring Galia Antebi, Head of Tel Aviv Office at Ruchelman PLLC. Galia will be speaking on “Form 3520 Reporting Under The Proposed Regulations.” Register here: https://us02web.zoom.us/webinar/register/WN_jF2M3mL1TyeDcATR9-xCOA ***

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

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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:

1.   Talking points: Hope Is Not An Investment Strategy

2.   This week’s quote is from Estee Lauder

3.   My financial advisor requires me to send him a check every quarter for his fee. He said this is standard practice, but it seems cumbersome. Is this the normal way people pay for these services?

4.   Should I use my IRA money to fund my new business?

5.   What do you think about buying zero coupon bonds to save for my kid’s college?

6.   I work at a large accounting firm. We have restrictions on where we can have our money, so they want me to move my funds from my financial advisors to a self-directed platform. I don’t want to do that. What do I do?

7.   Should my Roth IRA be invested differently than my traditional IRA?

8.   Timely & Actionable Idea, “Buy the dip!”

***UPCOMING LIVE WEBINAR on FRIDAY, February 28th at 8:30am (EST) featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York. He will be speaking on the topic of “Highlights of the 2025 Heckerling Institute on Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q ***

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

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Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of “Tax Implications of Merger and Acquisition Transactions.”

In this episode, Avi and Lou discuss an overview for business owner and their trusted advisor on the following topics: 1) The traditional deal structures utilized in M&A transactions 2) A focus on the tax implications of each transaction form 3) More complex deal structures that can facilitate transactions in certain scenarios. 4) The tax treatment of asset sales, stock sales, mergers and transactions under Section 368(a)(1)(F), Section 338(h)10 and Section 336(e) of the Internal Revenue Code.

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Friday, February 28th at 8:30am (EST) featuring Kevin Matz, Esq., CPA, LL.M. (Taxation) a Partner at ArentFox Schiff based in New York. He will be speaking on the topic of “Highlights of the 2025 Heckerling Institute on Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q  ***

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

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1.   A shtickle rant…

2.   Talking points: The New Pharaoh & Planning For Change

3.   This week’s quote is from Voltaire

4.   Do you regret your position on Bitcoin given its meteoric rise?

5.   I took out an adjustable rate mortgage several years back. Should I refinance to a 15 year at 6.25% and invest all my cash in the market or pay it off?

6.   What happens to my FSA account when I leave my employer?

7.   What is a kiddie tax and how does it work?

8.   When listening to Bloomberg or CNBC they are always talking about achieving a soft landing. What is a soft landing and how does it impact me?

9.   Timely & Actionable Idea: Use a “financial road map”

***UPCOMING LIVE WEBINAR on FRIDAY, February 28th at 8:30am (EST) featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York. He will be speaking on the topic of “Highlights of the 2025 Heckerling Institute on Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q ***

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

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Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Elizabeth Forspan, Esq. of Forspan Klear LLP based in Great Neck, NY, who will share her thoughts on the topic of "Where Good Estate Planning Equals Poor Elder Care Planning."

Elizabeth will discuss the possible Elder Care pitfalls individuals and clients may encounter when engaging in a seemingly good Estate plan. Elizabeth will discuss typical Estate Planning techniques that can be employed to ensure that both the crucial Estate Planning and Elder Care Planning goals are met. Elizabeth will review Medicaid planning techniques, as well as Estate and Income Tax planning options.

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on THURSDAY, February 6th at 8:30am (EST) featuring Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of “Tax Implications of Merger and Acquisition Transactions.” Register here: https://us02web.zoom.us/webinar/register/WN_mxkKTW0ATIqjJNqPksy02g ***

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

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1.   Talking points: Jacob’s Blessings To His Children & Three Important Financial Lessons

2.   This week’s quote is from Milton Friedman

3.   I read your article in the Jewish press about buying your wife new clothes and jewelry for Yom Tov, and I couldn’t disagree with you more! America runs on taking out debt! How can you assert that debt is a bad thing and should be avoided when it is necessary and accepted in American society?

4.   My CD matured and it was paying just north of 5%? I see rates are much lower now. What should I do with this cash that’s safe?

5.   With the market continuously going up, is this the top of the market and should I plan accordingly?

6.   There is the phrases “dress to impress” but my question is, in your experience, do you usually see wealthy people dressed in designer clothing? I’d like to fit in since my target market for my products are rich people.

7.   My financial advisor says he does estate planning. If that’s the case, is it necessary for me to also go to a lawyer to make relevant documents or am I covered?

8.   Timely & Actionable Idea: Consolidation

***UPCOMING LIVE WEBINAR on THURSDAY, February 6th at 8:30am (EST) featuring Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of “Tax Implications of Merger and Acquisition Transactions.” Register here: https://us02web.zoom.us/webinar/register/WN_mxkKTW0ATIqjJNqPksy02g ***

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.   Talking points: Lavan & The Financial Fraudsters Amongst Us

2.   This week’s quote is from Howard Marks.

3.   There are two yeshiva day schools and one is academically superior, but it costs more. Is this higher priced yeshiva a good investment?

4.   Now that the market is near all-time highs and I recovered my losses from 2022, why not just cash out of my portfolio that is currently mostly in stocks and put the funds in secure muni bonds paying 5% to protect my principle?

5.   Thoughts on the “401k trap” philosophy that’s prevalent on social media. Is there any merit to it?

6.   Can I continue to contribute to my IRA if I’m taking out RMDs?

7.   Timely & Actionable Idea: Diversification

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

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Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Today, we are joined by Marty Shenkman of Shenkman Law based in New York, who spoke on the topic of "Post-Election: The New World of Estate Planning.”

This episode will cover what people should be doing with respect to estate planning with a new President in the White House. Will the 2026 reduction in the exemption happen and if so what planning should be done (hint – much of the planning done is less than optimal). But planning only for 2026 misses a critical aspect of estate planning and may leave your plan lacking (hint – we live in the most litigious society and that is not changing). What other issues should be considered: Corporate Transparency Act filings, Buy Sell Agreement updates, failure to address Powell issues, and more!

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***

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)  Talking points: 7 Predictions For The Year-Ahead

2)  This week’s quote is from Viktor Frankl.

3)  I’m a Jew that lives in the Midwest and can’t understand why someone would live in NY or LA? The costs are astronomical, and you get way more for your money in the heartland. What am I missing?

4)  My family’s financial advisor swears by a “dividend growth” strategy where he exclusively buys stocks that have a history of growing their dividends. Is this a sound approach?

5)  My daughter is getting married soon. Is it bad if I take out $75,000 in a home equity loan to pay for the wedding?

6)  What’s one piece of advice you would give to the average recent college graduate in the frum community about personal finances?

7)  Can I wear a finance bro vest if I work in another field?

8)  Timely & Actionable Idea: Automation

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

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Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Boaz Feinberg a Partner at Tel Aviv based law firm, Arnon, Tadmor-Levy and he will discuss “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?”.

This program will cover international tax law for new immigrants residing (or planning to reside) in Israel. Some of the topics discussed will include: 1) The recent changes in international taxation rules in Israel 2) Recap of current tax rules in Israel relating to immigration 3) Discussion on the ever-evolving rules regarding American trusts.

***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA

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.   Talking points: Financial Planning Lessons To Empower Future Generations And Avoid Family Conflict

2.   This week’s quote is from Leonardo da Vinci.

3.   Are the Democrats better for the economy than Republicans since over the past year the market has hit multiple all-time highs?

4.   What happens to my Health Savings Account (HAS) account when I die?

5.   A friend reached out to me about her mom who isn’t doing well and her dad is trying to make sense of her finances. This includes arranging for an aid and making sense of her various annuities, retirement accounts, etc. Any advice where to start?

6.   With the Fed lowering rates this week, should I rethink my money market funds position?

7.   The investment firm I work with pays nothing on my cash. Any suggestion on how to get a better return on this money if I don’t want to move the funds to another firm?

8.   Timely & Actionable Idea: Roth IRA Conversions

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.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Amy C. O’Hara, Esq., CELA a Partner at Littman Krooks LLP based in Westchester, NY. Amy will be speaking on the topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.”

This program will detail the basic rules of eligibility for these public benefits programs, including how to apply and whether any income and asset limit rules apply for each benefit.

***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA

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.

1.   Talking points: The Oldest And Most Effective Financial Planning Strategy

2.   This week’s quote is from Jim Carrey.

3.   Should I buy a home or invest in my 401k?

4.   I’ve had two relatives ask to borrow money (one for a medical bill and another to help with a down payment). 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 and I’ve made a budget based on his current assets. Most of his retirement money is in mutual funds. I want to liquidate his investments and move them to somewhere stable that will still gain some interest and results in the least amount of taxes. What do you recommend?

6.   I’m searching for someone to manage my money. My local bank seems to be the most seamless because my checking account is there. Your thoughts on working with a local branch instead of a wealth management firm.

7.   How effective is back testing to determine if a portfolio makes sense?

8.   I filled out a risk tolerance questionnaire with my advisor and it came out that I was aggressive. But my performance has not been that high even though I took a lot of risk. What do you think my advisor is doing wrong?

9.   I’m renting out a single family home in another state. I’m debating selling the home and investing it in the market, but how do I calculate where I would get a better return?

10. I put most of my net worth in one investment. I was advised not to. Of course it went down by 70%. My advisor told me I should sell it and move on. What do you recommend?

11. I handle our personal finances and my spouse has no clue about anything related to this matter. Is that acceptable?

12. Timely & Actionable Idea

***UPCOMING LIVE WEBINAR: Thursday, December 12th at 8:30am (New York time) featuring, Boaz Feinberg from the law firm Arnon Tadmor Levy based in Tel Aviv and he will be speaking on the topic of “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?” Register: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw

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.

Today, Jonathan will cover “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End.”

This episode will cover a variety of financial planning topics related to year-end planning. The goal is for listeners to pick up at least a nugget or two to apply to their own life or practice before the end of 2024. Material covered includes timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the sunset of the Tax Cuts and Jobs Act, ideas for our current interest rate environment, and impact of the 2024 presidential election.

***UPCOMING LIVE WEBINAR: Thursday, December 12th at 8:30am (EST) featuring Boaz Feinberg a Partner at Arnon, Tadmor-Levy based in Tel Aviv. Boaz will be speaking on “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?” Register here: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw

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.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Krista Fenske an attorney at law firm Cole Schotz P.C. based in Hackensack, NJ. Krista will be speaking on the topic of “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors.”

This program will cover a topic clients often inquire about, which is whether placing assets in a trust is advisable from an estate and tax planning standpoint. While there are many different types of trusts that are available, not all trusts may be suitable for a client’s specific estate plan, needs and goals. This discussion will focus on providing clarification with respect to the myriad of different trusts, the primary purpose of each, and factors to be considered in determining which type of trust is best-suited to a specific client.

***UPCOMING LIVE WEBINAR: Thursday, December 12th at 8:30am (EST) featuring Boaz Feinberg a Partner at Arnon, Tadmor-Levy based in Tel Aviv. Boaz will be speaking on “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?”  Register here: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw

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.

1.   Talking points: Where Do I Park My Cash Now That Rates Are Falling?

2.   This week’s quote is from Seth Klarman.

3.   My advisor is a strong proponent of alternative investments, and wants to put a third of my portfolio in them. Thoughts?

4.   Should I spend more money on experience (i.e. traveling for the holidays) or things (i.e. automobiles)?

5.   Why can't I make money investing despite my pedigree?

6.   My son wants to go into wealth management, but has no interest in money. He enjoys investing, but doesn’t appreciate the finer things in life. Will this be a problem if he is trying to win business?

***UPCOMING LIVE WEBINAR: Thursday, November 26th at 8:30am (New York time) featuring Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Manamgement based in New York. Jonathan will be speaking on the very important topic of “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End” Register here: https://us02web.zoom.us/webinar/register/WN_J1HPzyczQG6YIJen2Vvgvg

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

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Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by K. Eli Akhavan who is a Partner at the law firm Grant, Herrmann, Schwartz & Klinger based in New York. Eli will discuss the very important topic of "“International Estate Planning - Traps for the Unwary."

This program will discuss the main issues of concern when representing and advising foreign clients with assets or beneficiaries in the United States and will also address the traps and pitfalls of having a non-citizen spouse that is a US green card holder. The session will offer actionable and practical advice to ensure that clients are advised properly and will also identify areas of risk and how to navigate around them. Issues to be discussed include tax pitfalls and solutions for foreigners owning real estate and financial assets in the United States, foreigners making gifts to US persons, and gifts and bequests to non-citizen spouses. 

***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (EST) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.”

Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw

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

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1.   Talking points: Politics & Your Portfolio: Investment Dos And Don’ts During The Election Season

2.   This week’s quote is from Giannis Antetokounmpo.

3.   Do alternative investments make sense in retirement?

4.   It seems like a robo advisor does the same thing as a human advisor does. Why not just work with a robo advisor?

5.   Thoughts on Dave Ramsey’s general philosophy?

6.   Thoughts on allocating to emerging market debt in my portfolio?

7.   My daughter is bad with money. She’s dating someone who also spends a lot of money and doesn’t have strong career prospects. I’m concerned that their lack of financial sophistication, financial discipline, and warped view of reality will lead to hardship. Should I try to break this relationship?

8.   A timely and actionable investment idea.

***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (New York time) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.” Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw

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

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Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Bruce Steiner, Of Counsel at the New York City based law firm Kleinberg Kaplan, Wolff & Cohen. Bruce will discuss the very important topic of "Generation-Skipping Transfer Tax Tricks and Traps.”

This program will discuss how to deal with the generation-skipping transfer tax. It will cover:

- Understanding how the GST exemption works.

- Deciding when to allocate GST exemption to insurance and other trusts.

- The automatic allocation rules.

- Choosing between the estate tax and the GST tax.

- Dealing with the lack of portability for the GST exemption.

- Reverse QTIP elections.

- Moving assets down two or more generations at the cost of only one tax.

- Obtaining private letter rulings allowing late allocations and non-allocations of GST exemption and late reverse QTIP elections.

***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (EST) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.”

Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw

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

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1.   Talking points: Buying my wife new clothes and jewelry before yom tov

2.   This week’s quote is from Jason Zweig’s father.

3.   What's an interval fund?

4.   Given where rates are, would you recommend shortening or lengthening the duration on the bond portion of my portfolio?

5.   I look for a deal whenever I can in most areas of life. This includes when buying clothes, furniture, food, and other things for the house. Yet, I’m still just getting by financially. Any suggestions?

6.   What do you think of copying politicians' trades/investments as part of someone's strategy in the market?

7.   How many hours do you work a week?

8.   A timely and actionable investment idea.

***UPCOMING LIVE WEBINAR: Thursday, October 31st at 8:30am (EST). featuring Krista M. Fenske, Esq., Cole Schotz P.C. featuring “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors” Register here: https://us02web.zoom.us/webinar/register/WN_AF64ll5nQSetJ3y3UpVgww

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

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Today, we will cover "Going to the Sunshine State? Things to know before you get burned: Considerations in Florida Planning” featuring Adina Lewis, Esq. and Lawrence Garbuz, Esq.

Today’s show is a recording from Session # 3 of the Yeshiva University & ParkBridge: Estate Planning & Wealth Management Symposium. This program will be an overview of the income, estate and other considerations in New Yorkers becoming Florida domiciliaries. It will also address issues as to New York hurdles and differences between New York and Florida in this area of the law.

***UPCOMING LIVE WEBINAR: Thursday, October 31st at 8:30am (EST). featuring Krista M. Fenske, Esq. of Cole Schotz P.C. on “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors.” Register here: https://us02web.zoom.us/webinar/register/WN_AF64ll5nQSetJ3y3UpVgww

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

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1.   Talking points: A Time For Spiritual & Financial Introspection

2.   This week’s quote is from Walt Disney.

3.   I do well financially, but when I see a friend who does better than me I become quite jealous. Any suggestions on how to overcome this?

4.   Should I use a Roth IRA to save for higher education?

5.   I was offered a tactical and strategic model portfolio. What’s the difference and what should I go with?

6.   The head of BlackRock seems to be very pro Bitcoin. If the head of the largest money management firm is so pro Bitcoin, don’t you think that makes it an attractive investment.”?

7.   Question from a fellow financial advisor: New husband to my client is difficult and not knowledgeable about personal finance. He is trying to get his wife (my client) to switch advisors who is less knowledge than me. What should I do?

8.   A timely and actionable investment idea

***UPCOMING LIVE WEBINAR: Tuesday, October 15th at 8:30am (EST). featuring K. Eli Akhavan, Esq. Partner, Grant, Herrmann, Schwartz & Klinger LLP on “International Estate Planning - Traps for the Unwary." Register here: https://us02web.zoom.us/webinar/register/WN_acbI7_omRKuQt7oNUrTjKw   

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

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Today, we will cover "Charitable Giving: Timely Strategies and Considerations Under Jewish Law" featuring Elizabeth Forspan, Esq. of Forspan Klear LLP, Rabbi Daniel Z. Feldman of Yeshiva University and Congregation Ohr Saadya of Teaneck, and Alan Secter, Senior Director of Institutional Advancement at Yeshiva University.

Today’s show is a recording from Session # 2 of the Yeshiva University & ParkBridge: Estate Planning & Wealth Management Symposium. This panel discussion will cover timely and practical charitable giving strategies through the lens of Jewish law. Each panelist will cover philanthropy from their unique vantage point. This session will be informative for families who are charitably inclined and advisors who advise families on how to best leave a lasting legacy.

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

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1.   Spending Money On Things Vs. Experiences

2.   This weeks quote is from Tony Robbins

3.   How much should I invest in “alts”?

4.   My husband and I love cars since; however, we also want to take the family to Israel for sukkos. Realistically, we can’t do both. Thoughts?

5.   I went to the best schools and have advanced. I’ve read tons of literature on investing, but I can't seem to get this investing thing right. Why can't I make money by investing?

6.   My son wants to go into wealth management, but has no interest in money. He enjoys investing, but doesn’t appreciate the finer things in life. Will this be a problem if he is trying to win business from high-net-worth families?

7.   Tim Walz's financial disclosures came out. What are your thoughts on his finances?

8.   A timely and actionable investment idea

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

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Today, we will cover “Estate Planning If You have Assets/Heirs In Israel" featuring Avi Z. Kestenbaum, Partner at Long Island based Meltzer Lippe.

Today’s show is a recording from session # 1 of the Yeshiva University & ParkBridge Estate Planning & Wealth Management Symposium. It will cover 1) Tax and estate issues with owning apartments and properties in Israel and in other countries. 2) U.S. trusts that have Israeli or foreign grantors, trustees or beneficiaries. 3) Foreign trusts that have U.S. beneficiaries or own U.S. assets. 4) Cross-border probate and estate tax issues. 5) Tax, compliance, and reporting issues with owning bank accounts and assets in Israel and other countries. 6) U.S. Gift and Estate Tax issues for foreigners

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

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1.   Importance of Investor Alpha

2.   Quote from JP Morgan.

3.   I’m retiring soon and want to maximize my income. Should I search for the highest paying stocks, bonds or funds? It seems to make sense, so I won’t need to touch the principle.

4.   I’ve been in a bit of a rut since Covid. Any suggestions on rebuilding the financial part of my life? I’ve been feeling down for around 4 years at this point.

5.   What surprises you most about the investment business?

6.   How do I know if there is value in hiring a financial advisor vs a robo advisor?

7.   What’s the purpose of a revocable trust if there is no tax benefit? Should I use one?

8.   A timely and actionable investment idea

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

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1.   Paying For A Wedding When Machatanim Disagree

2.   Quote from Dwight Eisenhower

3.   I’m genuinely terrified of a potential Harris' presidency. She has never run anything in her life and the main responsibility she has had as vice president was on border security, which she failed at miserably. Is there anything that gives you a sense of hope during these scary times?

4.   Pros and cons of having guaranteed income in retirement?

5.   My mom’s husband passed away. I heard she can claim her social security on his benefit? Does this make sense?

6.   Based on your investment philosophy, what return assumptions do you shoot for?

7.   SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.

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

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1.   Strategies For Getting Laid Off Before You’re Ready To Retire.

2.   This week’s quote is from Benjamin Franklin.

3.   Thoughts on Kamala Harris’s personal finance disclosures.

4.   What can I hold and not hold in an IRA account?

5.   Is it silly to buy a house with my girlfriend before we get married?

6.   Do you think it’s reasonable for a hedge fund to take 20% of my profits?

7.   I made 5% on my cash this year. My financial advisor said I was up around 6% half way through the year. My question is why would I take risk and invest in stocks and bonds when the return is only 1% or so better than a risk free money market account?

8.   Actionable idea

9.   SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.

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

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1.   Money Lessons From The Olympics

2.   This week’s quote is from Warren Buffett.

3.   I have a family member who is drowning in credit card debt. Thank god I make a good living and I’d like to help them, but I’d like to do so responsibly. How do I do that?

4.   I filled out a risk tolerance questionnaire with my advisor several years ago and it came out that I was aggressive. But my performance has not been that high even though I took a lot of risk. What do you think my advisor is doing wrong?

5.   I’m renting out a single family home in another state (across the country). I’m seriously debating selling the home and investing it in the market, but how do I calculate where I would get a better return? I don't want to make any rash decisions before determining where I’ll make more money. Is there an analysis you can do to determine the right move?

6.   I put most of my net worth in one investment. I was advised not to. Of course it went down by 70%. My advisor told me I should sell it and move on. What do you recommend?

7.   I handle our personal finances and my spouse has no clue about anything related to this matter. Is that acceptable?

8.   Actionable idea

9.   SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.

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

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1.   The Destruction of Wealth: Six Wealth Killers Every Investor Should Avoid

2.   This week’s quote is from Jeremy Siegel.

3.   How does Trump's assassination attempt impact my portfolio?

4.   I’m middle aged. What is an appropriate amount to spend on a birthday gift for my wife and how much should she spend on me?

5.   Thoughts on litigation finance?

6.   How would you recommend teaching young kids about money?

7.   Is a vacation home a good investment?

8.   This week’s actionable idea!

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

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1)  Living Dangerously: A Theme For The Three Weeks And Investing

2)  Quote by Senecca on wealth.

3)  I don’t have enough money to buy a house in my current community, but can afford to move to an undesirable community. What do you recommend as the best course of action?

4)  The NASDAQ is up around 14%+ this year and I'm up a small fraction of that. Why is my portfolio lagging so much and should this be concerning?

5)  Given the likelihood of the Fed lowering rates by the end of the year, how should I reposition my portfolio?

6)  My advisor gave me a 30 page financial plan. How long should a financial plan be and what should it include?

7)  Advice for a spendthrift

8)  This week’s actionable idea!

***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 here. ***

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

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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:

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  

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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  

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