Episode 3: Spring Cleaning Your Finances
Jonathan On Money10 Touko 2023

Episode 3: Spring Cleaning Your Finances

In this week's episode we will discuss a variety of timely investing financial planning topics, including:


1) Does diversification work

2) Will we retest the October lows

3) Financial planning tips for new “influencers”

4) Suggestions for overcoming inertia and moving cash you don’t need into the market

5) How much should I spend on a bar mitzvah gift

6) Gifted stock by a loved one who passed away. Overcoming nostalgia to make the right financial decision

7) Working in chinuch and affording a frum lifestyle

8) Should I borrow more money to build a pool in my backyard

9) Concerns about the banking industry

10) Where to park $250,000 for my retirement


Links to the articles mentioned in this week's episode:

1) Shidduchim & Money: Should Finances Play A Role In Who My Child Decides To Date?

2) Spring Cleaning Your Finances: A 10 Point Checklist

Staying connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to Jonathan@ShenkmanWealth.com

3) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney

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