Jonathan On Money3 Huhti 2024

Episode 50: Are Annuities A Good Investment?

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) Are Annuities A Good Investment?

2) This week’s money quote, which is from the late great, Daniel Kahneman, who passed away last week at the age of 90.

3) My kid is dating a girl seriously, but neither him nor his girlfriend have a decent job. They want to get married, but I think they need to get their careers on track first. What say you?

4) If there is one single piece of financial advice you could give your kids what would it be?

5) I missed the big run up in Nvidia. I still think it’s a good company. Should I buy the stock now?

6) What are your thoughts on unions?

7) I’m switching employers soon and my current employer has a great 401(k) plan. What happens if my new employer does not? What strategies would you recommend?

8) Should I be concerned with the recent antitrust lawsuit by the DOJ against Apple?

9) Why would anyone use a Roth retirement option in peak earning years over a Traditional IRA since with Traditional you get tax deduction and Roth you need to pay the full tax load?

10) Pesach is right around the corner. My spouse wants to go away. We don’t have the money to do that. What do we do?

11) I only own the S&P 500 and have done very well. Admittedly, I need some guidance on my finances. My question is what type of ongoing benefit is there to working with a financial advisor. Will they be able to outperform the S&P 500?

12) What financial advice would you give to someone in their 20s?

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(166)

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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...

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