Episode 58: The Summer Financial Challenge

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) The Great New York Earthquake Of 2024: Lessons For Financial Preparedness

2) Quote from FDR on Money and Happiness

3) The Summer Financial Challenge

4) Why do people get so excited about all real estate deals (most of which don’t end up working out)? If you want to play the investment lottery, why not make a bet on a small biotech stocks that have more upside potential?

5) I was gifted stock in Intel. It went up, however, recently I lost a lot of money. While I’m still up big relative to where I started, I still don’t want to sell the stock at such a big loss from my all time high. What should I do?

6) Should be hesitant on rolling over a large 403b into my IRA and disrupting its growth?

7) My friend in shul told me to buy a particular stock. It has went up meaningfully since we spoke and I didn’t buy it. Should I buy it in at a worse price or wait for the price to drop?

8) With yields higher these days, I’m thinking about using my dividends and income to live on like my dad did. You've mentioned you don’t think this is an optimal approach. Why?

9) I have a business idea that involves selling stuff to the antisemites on college campuses. I’m a Zionist but wouldn’t mind taking their money. Is that wrong?

10) With a terrible geopolitical and economic outlook, doesn’t it concern you to be an investor?

11) The country’s debt burden is crippling. Does this worry you? Why or why not?

12) Housing prices are astronomical. Should I help my kids buy a house?

13) As a recent college graduate am I screwed? Inflation is high, rates are high, home prices are high. Do I have any chance of making it financially?

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.