Jonathan On Money29 Tammi 2025

Episode 93: Tax Season Is Upon Us

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. Talking points: Jacob’s Blessings To His Children & Three Important Financial Lessons

2. This week’s quote is from Milton Friedman

3. I read your article in the Jewish press about buying your wife new clothes and jewelry for Yom Tov, and I couldn’t disagree with you more! America runs on taking out debt! How can you assert that debt is a bad thing and should be avoided when it is necessary and accepted in American society?

4. My CD matured and it was paying just north of 5%? I see rates are much lower now. What should I do with this cash that’s safe?

5. With the market continuously going up, is this the top of the market and should I plan accordingly?

6. There is the phrases “dress to impress” but my question is, in your experience, do you usually see wealthy people dressed in designer clothing? I’d like to fit in since my target market for my products are rich people.

7. My financial advisor says he does estate planning. If that’s the case, is it necessary for me to also go to a lawyer to make relevant documents or am I covered?

8. Timely & Actionable Idea: Consolidation

***UPCOMING LIVE WEBINAR on THURSDAY, February 6th at 8:30am (EST) featuring Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of “Tax Implications of Merger and Acquisition Transactions.” Register here: https://us02web.zoom.us/webinar/register/WN_mxkKTW0ATIqjJNqPksy02g ***

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)

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