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Jonathan On Money

Jonathan On Money

Jonathan On Money
Veröffentlicht: 2024-12-25
© Jonathan I. Shenkman
Jonathan On Money - QR Code
Gratis0%
88 Folgen
Audio
Anhören auf Apple Podcasts
Gratis0%
88 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2024-12-25
© Jonathan I. Shenkman
Aktuelle Folge
Episode 88: Success Lies In The Relentless Execution Of The Basics

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

Länge: 18:09
Abspielen
***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA ***
 
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
 
1.   Talking points: Financial Planning Lessons To Empower Future Generations And Avoid Family Conflict
 
2.   This week’s quote is from Leonardo da Vinci.
 
3.   Are the Democrats better for the economy than Republicans since over the past year the market has hit multiple all-time highs?
 
4.   What happens to my Health Savings Account (HAS) account when I die?
 
5.   A friend reached out to me about her mom who isn’t doing well and her dad is trying to make sense of her finances. This includes arranging for an aid and making sense of her various annuities, retirement accounts, etc. Any advice where to start?
 
6.   With the Fed lowering rates this week, should I rethink my money market funds position?
 
7.   The investment firm I work with pays nothing on my cash. Any suggestion on how to get a better return on this money if I don’t want to move the funds to another firm?
 
8.   Timely & Actionable Idea: Roth IRA Conversions
 
 
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
Folgen-ID: 1000681650629
GUID: 6765ac4ba977962b2ec93cfe
Erscheinungs­datum: 25.12.2024, 12:13:03

Beschreibung

Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.
A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures
Hosted on Acast. See acast.com/privacy for more information.

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