Jonathan On Money14 Helmi 2024

Episode 43: Solving the College Tuition Puzzle

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) Solving the College Tuition Puzzle Is Only Getting Harder

2) Quote from Howard Marks on horse racing

3) I’m 67 years old and just sold my house in Brooklyn for $2.5 million. What do I do with the cash?

4) I came into an 8 figure sum of money. My wife and I told no one. Who do you recommend we disclose this to?

5) 50% of my assets are in real estate, 30% in cash, 20% in equities. Am I adequately diversified?

6) I’m a doc in a pretty intense job. I don't think I will be able to work to a traditional retirement age. What should I do financially to prepare to retire by 50?

7) What's the best way to start a hedge fund?

8) What’s your advice if the market crashes in 2024?

9) If one has the cash flow to max out their retirement accounts, is there ever any reason not to?

10) I forgot to send my 1099 to my accountant and the IRS is penalizing me for not paying my full tax bill. Can I get this penalty covered by my CPA or financial advisor for negligence?

11) My advisor switched firms and the new guy who took over the account is telling me my account has been mismanaged. Should I stay behind with the new advisor or move with my old one?

12) I’m a dentist with a pretty successful practice. I want to set up a retirement plan, but it seems costly and burdensome. Is it a bad decision to not set one up?

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

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Jaksot(179)

Episode 179: Writing Off Pesach Programs, Planning For Young Singles, & Roosevelt On Old Age

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: ...

23 Syys 32min

Episode 178: IN FOCUS: NYC Pied-à-Terre Surcharge with K. Eli Akhavan (Grant, Herrmann)

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...

16 Syys 30min