Jonathan On Money31 Tammi 2024

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

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

1) Is Spending Yeshiva Break In Florida Financially Prudent?

2) Quote from investment industry legend, and founder of Vangaurd, Jack Bogle

3) I live in Houston and renting is super cheap relative to buying. Should I rent forever?

4) I’m ready to retire. My wife does not want to retire. She loves her job. Do couples typically retire at the same time? If I’m retired and my wife is not I feel like we will be living different lives.

5) What are your thoughts on tackling a bucket list in retirement?

6) It seems like the market has a major correction every so often. What’s the downside of accumulating cash and waiting to invest only during these frequent more crashes?

7) Your videos are cute but super unprofessional. Aren’t you concerned about coming off as amateurish?

8) Bitcoin ETF: How much should I invest in it? I know you will say nothing, but I’m a big believer in the asset class. What do you recommend?

9) I can only afford to go away once a year. What is more impressive to go away for Succos, Yeshiva week, or pesach?

10) I’m really confident in a few tech stocks as long-term investments and don’t want to sell them. I know you think that owning so few stocks is not prudent. Yet, this is my plan. How do I minimize my risk without selling these stocks?

11) Are there any constants that come to mind with investing? It seems like the next hot thing is always changing. It would be nice to have some certainty.

12) I’m outpacing the benchmark with my investments. Why would I ever hire a financial advisor?

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

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Jaksot(166)

Episode 166: Ultimate Advice For Recent Grads, Investing In Films, & Giving up a 2.75% Mortgage

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: ...

24 Kesä 19min

Episode 165: IN FOCUS: How to Discharge IRS and NYS Tax Liens with Scott Kestenbaum and Jill Monoson (Kestenbaum & Mark)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. This week, we go IN FOCUS where we explore more...

17 Kesä 28min

Episode 164: Managing Bar Mitzvah Money, Are Backdoor Roth IRAs Immoral, Professionals That Are The Worst At Managing Money

10 Kesä 25min

Episode 163: IN FOCUS: Designing Resilient Estate Plans - Planning to Avoid Litigation with Asher Lowenstein (Lowenstein Legal)

3 Kesä 31min

Episode 162: Gambling, Gold, Advisory Fees, And Why Dividend Yields Are Falling

27 Touko 30min

Episode 161: IN FOCUS: Hot Topics in State Tax Residency - Audit Enforcement and Wealth Taxes with Tim Noonan (Hodgson Russ)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. This week, we go IN FOCUS where we explore mo...

20 Touko 29min