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 Jonathan@ParkBridgeWealth.com

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

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

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

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

***My 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 Jonathan@ParkBridgeWealth.com

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

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

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

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

Join Jonathan I. Shenkman, President & 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 Jonathan@ParkBridgeWealth.com

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

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

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

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

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:

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

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

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

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

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

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

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

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

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

Stay connected:

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

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

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

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

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 Jonathan@ParkBridgeWealth.com

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

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

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

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

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:

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

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

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

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

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

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

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

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

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

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

Stay connected:

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

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

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

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

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 Jonathan@ParkBridgeWealth.com

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

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

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

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

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics, including:

1. Talking points: The Great Flood & Managing Risk

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

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

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

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

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

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

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

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

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

Stay connected:

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

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

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

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

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