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.