Jonathan On Money

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 Strategies for the Gvirim Among Us2.   This week’s quote is from Scott Clary on scheduling happiness3.   With the holiday of Shavuos around the corner, do you have any top ten financial planning lists you can share with the Oilam?4.   What tips do you recommend for negotiating a higher salary?5.   How to make my portfolio “recession proof?”6.   How to I achieve “alpha” within my investment portfolio?7.   How do you manage so portfolios and not make them all the same? How do you scale?8.   Timely & Actionable Idea: Assess your income sources and expenses leading up to retirement. ***Upcoming Live SPRING Webinar: On THURSDAY, MAY 28th @ 8:30am featuring Asher Lowenstein, Esq. Founder of Lowenstein Legal PLLC based in Long Island, NY. Asher will be discussing “Designing Resilient Estate Plans: Planning to Avoid Litigation.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg***  ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***  Stay connected:1) Questions? Comments? Reach out to [email protected]) 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 Lisa Presser and Brian Balduzzi both from the law firm Faegre Drinker Biddle & Reath based in Princeton, NJ & Philadelphia, PA. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.” By way of background, since 2006, certain qualifying individuals have been able to distribute a portion of their individual retirement accounts to qualified charities while excluding these distributions from their taxable income. The rules related to making these qualified charitable distributions (“QCDs”) have evolved over the years, most recently under the SECURE Act and SECURE Act 2.0. While simple in theory, the QCD rules can be a tax trap or missed opportunity for investors. As families consider their tax and charitable planning for 2026 and beyond, their advisors should review the rules, the best practices and traps for consulting with clients on making QCDs in a timely and efficient manner. ***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Tuesday, May 12th featuring Timothy P. Noonan, Esq. Partner, Hodgson Russ LLP  based in Buffalo, NY. Tim will be discussing Hot Topics in State Tax Residency: Audit Enforcement and Wealth Taxes.” You can register here: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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: Inherited Real Estate with Siblings: What to Do When You Want to Sell and They Don’t2.   This week’s quote is from Seneca on luck3.   Will ever be able to buy a home in the five towns? 4.   How do you stay on top of the latest news around the world so you can position your clients portfolios appropriately? I 5.   How would you suggest that I "dress to impress” without breaking the bank?6.   Do you have any advice on the decumulation phase where I need to take out money?7.   I was speaking to a guy in my community who told me he’s been earning 18% a year in ETFs. How do I do this to grow my money at that rate?8.   Timely & Actionable Idea: Spending on big ticket items leading up to retirement. ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 30th @ 8:30am featuring Brian Balduzzi and Lisa Presser both from Faegre Drinker Biddle & Reath LLP based in both Philadelphia and Princeton, NJ. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_x9jFRCs3QDuEbmuW8hPerQ***  ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***  Stay connected:1) Questions? Comments? Reach out to [email protected]) 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 Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP based in Rockville Center, NY who will be discussing “When the Family Is the Business: Why You Need a Real Partnership Agreement.” By way of background, family-owned companies often put off or avoid adopting written partnership agreements - instead relying on trust, history and shared interests - a model that can work...until it doesn't. This episode will explain why a written partnership agreement is necessary even for a family business...and sometimes especially for a family business. It will also explore the various pressure points that a well-written partnership agreement addresses, including economics, management, conflict resolution and succession planning. ***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, April 30th featuring Brian M. Balduzzi, Esq., and Lisa Presser, Esq. both from Faegre Drinker Biddle & Reath LLP based in both Philadelphia and Princeton, NJ. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.” You can register here: https://us02web.zoom.us/webinar/register/WN_x9jFRCs3QDuEbmuW8hPerQ  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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 Advice for Frum Families Struggling to Make Ends Meet2.   This week’s quote is from Morgan Housel on progress and setbacks3.   How do I afford going on a Pesach program work every year and save money for my future?4.   Do you think it is fair that teachers are so underpaid when you factor in the importance of their job?5.   My uncle advised me to never reinvest dividends because it’s impossible to keep your cost basis information straight. Is there any merit to this? 6.   Timely & Actionable Idea: Retirement Readiness: Wipe out ALL debt ***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***  ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***  Stay connected:1) Questions? Comments? Reach out to [email protected]) 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, Jonathan will discuss Today, I discuss “Retirement 2.0: Modern Planning Strategies for 2026.” By way of background, retiring in 2026 looks very different from your parent's or grandparent's retirement. Longer lifespans, evolving family dynamics, more investment options, and shifting financial realities mean today’s retirees face challenges unlike those of 20–30 years ago. In this 30‑minute session, Jonathan Shenkman will draw on nearly two decades of experience to highlight the most pressing hurdles confronting retirees today. He will also provide practical, actionable strategies that advisors and their clients can use to navigate this new landscape with confidence and clarity. ***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   ***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com*** Stay connected:1) Questions? Comments? Media Inquiries? Reach out to [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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:       ***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 Market2.   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 [email protected]) 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***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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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:      ***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 [email protected]) 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*** 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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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:      ***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 [email protected]) 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 and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:      ***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 [email protected]) 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*** 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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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:      ***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 [email protected]) 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***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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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:   ***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 [email protected]) 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 and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:  ***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 [email protected]) 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*** 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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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: ***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 [email protected]) 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 and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including: ***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 [email protected]) 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 — just in time for the holiday season!*** 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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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: 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 [email protected]) 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 NEW Book*** I’m thrilled to announce the launch of my very 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! Your support means the world — and if you enjoy it, I’d be grateful for your ⭐⭐⭐⭐⭐ reviews on Amazon!*** 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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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 & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.   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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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: 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 world4.   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 [email protected]) 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 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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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: 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 [email protected]) 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 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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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: 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 [email protected]) 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 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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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: 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 [email protected]) 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 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: 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 [email protected]) 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 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: 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 [email protected]) 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 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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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: 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 [email protected]) 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 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 [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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: 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 [email protected]) 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 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: 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 [email protected]) 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 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: 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 [email protected]) 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 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: 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 [email protected]) 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 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: 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 [email protected]) 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 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: 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 [email protected]) 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 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.*** Stay connected:1) Questions? Comments? Media Inquiries? Reach out to [email protected]) 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:    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*** Stay connected:1) Questions? Comments? Reach out to [email protected]) 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 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: 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 [email protected]) 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 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: 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 [email protected]) 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 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 *** Stay connected:1) Questions? Comments? Media Inquiries? Reach out to [email protected]) 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: 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 [email protected]) 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 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  *** Stay connected:1) Questions? Comments? Media Inquiries? Reach out to [email protected]) 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: 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 [email protected]) 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.