All Episodes

Episode 160: Ten Commandments For Retirement Readiness, Negotiating A Higher Salary, Scheduling Happiness, & Planning For Gvirim

Episode 159: IN FOCUS: Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps with Lisa Presser and Brian Balduzzi (Faegre Drinker)

Episode 158: Affording The Five Towns, Inherited Real Estate, Dress To Impress, & High Returns Using ETFs

Episode 157: IN FOCUS: When the Family Is the Business - Why You Need a Real Partnership Agreement with Av Sinensky (Falcon Rappaport & Berkman)

Episode 156: Pesach Programs, Reinvesting Dividends, and Are Teachers Underpaid

Episode 155: IN FOCUS: Retirement 2.0 - Modern Planning Strategies for 2026

Episode 154: The Seder & Investing, Retiring Into a Down Stock Market, Working With A $400 million Client

Episode 153: IN FOCUS: Highlights of the 2026 Heckerling Institute on Estate Planning with Kevin Matz (ArentFox Schiff)

Episode 152: Annuity vs Lump Sum Payment, Does Your Yeshiva Have A Good 401(k) & My Best Purchase For Under $100

Episode 151: IN FOCUS: How to Shift CRT Benefits to Children Under Today’s Tax Rules with Evan Unzelman (CRT Experts)

Episode 150: Tax Strategies For Irrevocable Trusts & Hidden Financial Lessons From The Megillah

Episode 149: Financial Advisors That Should Be Put In Cherem, Money Advice for Travis & Taylor, and Wyoming Holding LLC

Episode 148: IN FOCUS: Escape from New York - Tax & Estate Planning Considerations For Moving To Florida Or Israel with Boaz Feinberg and Lawrence Garbuz

Episode 147: How Much To Spend On A Chassan Watch, Tradeoffs, ROI of Baha Mar & All You Can Eat Buffets

Episode 146: IN FOCUS: Overcoming Estate and Elder Care Planning Hurdles with Elizabeth Forspan (Forspan Klear)

Episode 145: Investing In AI, Raising Money Smart Kids, and Investing In Israel vs. Palestine

Episode 144: How Much To Spend on a Date, Dave Ramsey On Choices, & Are Vanguard's Fees Compelling?

Episode 143: IN FOCUS: Asset Protection in 2026 - SLATs, DAPTs, SPATs and more Acronyms with Marty Shenkman (Shenkman Teitz)

Episode 142: Trump Accounts, Marriage & Money, and The Next Recession

Episode 141: Does The Principal Of Your Child's School Make Too Much Money, Chris Rock On Wealth, & Capitalism vs. Socialism

Episode 140: IN FOCUS: Asset Protection and Personal Guaranties with Eli Akhavan (Grant, Herrmann, Schwartz & Klinger)

Episode 139: The Frum Community Has a Spending Problem, Chosson Gifts, Annuities, & Chizzuk From Jerry Rice

Episode 138: IN FOCUS: 2025 Last Minute Wealth Planning Ideas with Jonathan Shenkman (ParkBridge Wealth)

Episode 137: IN FOCUS: Legal Protections for Vulnerable Young Adults with Amy O'Hara (Littman Krooks)

Episode 136: What I'm Thankful For, Buffet’s Farwell, & Investing In Friend's Real Estate "Deal"

Episode 135: IN FOCUS: Business and Real Estate Succession Planning with Avi Kestenbaum (Meltzer, Lippe)

Episode 134: Don't Patschke With Your Money, Investing Missteps When Rates Fall, & The Impact of AI On Your Job

Episode 133: IN FOCUS: State Income Taxation Of Trusts with Andrew Katzenberg (ArentFox Schiff)

Episode 132: The Financial Lesson From The Great Flood, Roth IRA Conversions In Retirement, & Chiddushim From Mother Teresa

Episode 131: IN FOCUS: Structuring Buy-Sell Agreements Right with Jack Elder (Kestra Insurance Planning)

Episode 130: Non-Financial Retirement Considerations, Private Assets in ETFs, & My Weekly Family Financial Strategy Session

Episode 129: Trump's Performance, Your Friends Are Holding You Back, & Developing Content

Episode 128: Rules For Contributing To Multiple Retirement Accounts & Forecasting Your Future Tax Rate

Episode 127: IN FOCUS: Snowbird Domicile and Choice Of Law with Bruce Steiner (Kleinberg, Kaplan)

Episode 126: Getting By On Only 400K, Giving With A Warm Hand, And Is It Permitted To Buy German Products

Episode 125: IN FOCUS: Tax Issues with Distressed Real Estate with Matthew E. Rappaport (Falcon Rappaport & Berkman LLP)

Episode 124: Summer Road Trip, The Pursuit Of Investment Perfection, and Making Aliyah With No Job

Episode 123: Dumb Kiddush Club Advice, Leaving A Legacy, & Not Living Life In The Rearview Mirror

Episode 122: Tariffs & Inequality, Marketing Tips, Trump/Putin Summit, and How to Panic Prudently

Episode 121: Commercial Real Estate, Managing A Financial Windfall, & Sports Betting Within Your Portfolio

Episode 120: Morning Routines, ROI on Pesach Getaways, Birthday Parties & 529 Accounts, and Financial Wisdom From Proverbs

Episode 119: How Do We Get Yeshivas To Stop Raising The Price Of Tuition?

Episode 118: IN FOCUS: One Big Beautiful Bill Act - Overview & Planning Ideas with Marty Shenkman (Shenkman Law)

Episode 117: Solving The Yeshiva Tuition Crisis By Signing "The Yeshiva Pledge"

Episode 116: Should I Wait To Purchase A Home Given The High Rates And High Prices?

Episode 115: Should I Invest In A Restaurant?

Episode 114: IN FOCUS: Is ESG Investing A Marketing Ploy with Jonathan Shenkman (ParkBridge Wealth)

Episode 113: Do I Need A Crypto Coach?

Episode 112: IN FOCUS: Understanding Pass-Through Entity Taxation with Angelika Herburger and Russell Ephraim (CBIZ Advisors)

Episode 111: Ten Financial Commandments For Retirees

Episode 110: IN FOCUS: Gifts and Bequests from Covered Expatriates with John Kiely (McDermott Will & Emery)

Episode 109: How I Found My Bashert & Manage My Money

Episode 108: IN FOCUS: Hot Topics in NY Tax Audits and Enforcement with Timothy Noonan (Hodgson Russ)

Episode 107: Taking Out Credit Card Debt To Pay For A Wedding

Episode 106: IN FOCUS: Over-Looked Estate Planning Tips to Consider for 2025 with Brian Balduzzi and Lisa Presser (Faegre Drinker)

Episode 105: Financial Considerations Before Making Aliyah

Episode 104: The Passover Paradox

Episode 103: Life and Investing Wisdom from Confucius & George Carlin

Episode 102: IN FOCUS: Common Mistakes Wealthy Families Make with Jonathan Shenkman (ParkBridge Wealth)

Episode 101: Tariffs: Should Retirees Be Concerned?

Episode 100: IN FOCUS: Form 3520 Reporting Under The Proposed Regulations

Episode 99: Reconsider Your Spending On Purim

Episode 98: IN FOCUS: Highlights of the 2025 Heckerling Institute on Estate Planning

Episode 97: Should My Roth IRA Be Invested Differently Than My Traditional IRA?

Episode 96: IN FOCUS: Tax Implications of Merger and Acquisition Transactions

Episode 95: A Shtickle Rant

Episode 94: IN FOCUS: Where Good Estate Planning Equals Poor Elder Care Planning

Episode 93: Tax Season Is Upon Us

Episode 92: The "401(k) Trap"

Episode 91: IN FOCUS: Post-Election: The New World of Estate Planning

Episode 90: 7 Predictions For The Year-Ahead

Episode 89: IN FOCUS: International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?

Episode 88: Success Lies In The Relentless Execution Of The Basics

Episode 87: IN FOCUS: Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility

Episode 86: Should I Sell My Rental Home and Invest The Proceeds In The Market?

Episode 85: IN FOCUS: Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End

Episode 84: IN FOCUS: To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors

Episode 83: Where Do I Park My Cash Now?

Episode 82: IN FOCUS: “International Estate Planning - Traps for the Unwary"

Episode 81: New President! What Now?

Episode 80: IN FOCUS: "Generation-Skipping Transfer Tax Tricks and Traps”

Episode 79: Should I mimic the investment strategies of politicians?

Episode 78: IN FOCUS: "Going to the Sunshine State? Tax Considerations in Florida Planning”

Episode 77: A Time For Spiritual & Financial Introspection

Episode 76: IN FOCUS: "Charitable Giving: Timely Strategies and Considerations Under Jewish Law"

Episode 75: What Percentage of My Portfolio Should Be In Alternative Investments?

Episode 74: IN FOCUS: “Estate Planning If You have Assets/Heirs In Israel"

Episode 73: Human Financial Advisor vs. Robo Advisor

Episode 72: Paying For A Wedding When Machatanim Disagree

Episode 71: Strategies For Getting Laid Off Before You’re Ready To Retire

Episode 70: Money Lessons From The Olympics

Episode 69: The Destruction of Wealth

Episode 68: How many pages should a financial plan be?

Episode 67: Should I loan money to a relative?

Episode 66: Should I borrow money from my 401k to invest in real estate?

Episode 65: HOT TOPICS with Martin Shenkman (Connely, ESG, Step transactions, Direct indexing, and CTA developments)

Episode 64: Rockefeller on Giving

Episode 63: IN FOCUS: “Children & Money: Timeless Strategies To Transmit to The Next Generation”

Episode 62: Personal Finances Lessons For All The Dads Out There!

Episode 61: IN FOCUS: “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries”

Episode 60: Thoughts on Universal Basic Income

Episode 59: IN FOCUS: “Qualifying as Qualified Small Business Stock (Section 1202)”

Episode 58: The Summer Financial Challenge

Episode 57: IN FOCUS: “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent”

Episode 56: ParkBridge Turns Two! Reflections On Being a Business Owner

Episode 55: IN FOCUS: “Hot Topics in NYS/NYC Residency and Personal Income Taxes”

Episode 54: The Intersection of Psychology and Investing

Episode 53: IN FOCUS: “The Latest and Greatest in Aggressive Tax Strategies"

Episode 52: Today Is My Birthday! 39 Personal Finance Lessons In Honor Of My 39th Birthday

Episode 51: Personal Finance Rules Of Thumb (With A Frum Twist)

Episode 50: Are Annuities A Good Investment?

Episode 49: ESG investing - Matching Investors Portfolios With Their Values.

Episode 48: IN FOCUS: “Women and Wealth: Challenges and Strategies for Female Clients"

Episode 47: Money lessons from the Golden Calf, Vanderbilts, And Touro Synagogue

Episode 46: IN FOCUS: “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel)”

Episode 45: The Most Important Financial Decision: Who You Decide To Marry

Episode 44: IN FOCUS: “CRTs as “Stretch IRA” Substitutes”

Episode 43: Solving the College Tuition Puzzle

Episode 42: IN FOCUS: “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers”

Episode 41: Is Spending Yeshiva Break In Florida Financially Prudent?

Episode 40: IN FOCUS: “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset”

Episode 39: Should I Pay For The Young Couple’s Shana Rishona In Israel

Episode 38: IN FOCUS: “Long Term Care Costs and Options at Varying Degrees of Wealth”

Episode 37: 6 Strategies to Lower Your Taxes in Retirement

Episode 36: Seven Ways To Invest In Israel Today Given The War In Gaza

Episode 35: IN FOCUS: “Selecting an Asset Protection Plan – Strategies and Pitfalls”

Episode 34: Is College Still A Good Investment?

Episode 33: IN FOCUS: “Last Minute 2023 Wealth Planning Ideas”

Episode 32: A Time To Be Thankful

Episode 31: The most pressing financial issues facing the frum community today

Episode 30: IN FOCUS: “Moving to Israel: Top Financial Planning Considerations”

Episode 29: Get out of your own way!

Episode 28: IN FOCUS: “Selling a Family Business: Legal, Financial, and Estate Planning Considerations”

Episode 27: Making it to Boca!

Episode 26: IN FOCUS: "“Taxation of Supplemental Needs Trusts"

Episode 25: Back To The Basics: Investing Is Like A Birthday Cake

Episode 24: IN FOCUS: "Planning Under SECURE 2.0 and the Proposed Regulations”

Episode 23: What Dave Ramsey Got Wrong

Episode 22: IN FOCUS: “A Practical Guide on the Lifecycle of Planning for Art Collections”

Episode 21: Reflecting On The Past Year: 6 Lessons For Investing And Life

Episode 20: Money Advice Every Parent Should Give Their Children

Episode 19: Affording A Frum Lifestyle and Living Your Rich Life

Episode 18: Affording A Frum Lifestyle - A Proactive Approach

Episode 17: Supporting Kollel Kids And Retirement

Episode 16: IN FOCUS: “Taxation of Cryptocurrency, NFTs, and Decentralized Finance”

Episode 15: My Thoughts On Dave Ramsey’s Seven Baby Steps

Episode 14: IN FOCUS: "Financial Planning For Orthodox Jewish Families: There Is Nothing Average About a Frum Lifestyle”

Episode 13: Should I Incur Credit Card Debt To Pay Yeshiva Tuition?

Episode 12: IN FOCUS: “Using Tax Insurance to Achieve Tax Certainty in Estate Planning and Wealth Management”

Episode 11: Proud to be an American Investor

Episode 10: IN FOCUS: "Ten Timeless Investing Principles and How They Apply in Today’s Market"

Episode 9: Financial Planning For LGBTQ Families

Episode 8: IN FOCUS: "Private Foundations: The 5 deadly sins (or excises taxes)”

Episode 7: The Dangers of a Kiddush Club Portfolio

Episode 6: IN FOCUS: “U.S. beneficiaries of Canadian estates"

Episode 5: Do I Have Enough Life Insurance?

Episode 4: IN FOCUS: "Coming to America: Pre-Immigration Tax and Estate Planning Considerations”

Episode 3: Spring Cleaning Your Finances

Episode 2: IN FOCUS: "State Tax Audits Preparing for the Inevitable"

Episode 1: Multi-Family Real Estate vs. 401(k)