Jonathan On Money26 Marras 2025

Episode 136: What I'm Thankful For, Buffet’s Farwell, & Investing In Friend's Real Estate "Deal"

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: Should I Invest in My Friend’s Real Estate Deal?

2. Our quote this week is from Warren Buffett’s final shareholder letter. [Link to full shareholder letter here: https://www.berkshirehathaway.com/news/nov1025.pdf)

3. Do you think Mamdani’s winning NYC mayoral race will kill the city's title as the financial capital of the world

4. I have enough money to retire. My question is not how to aggressively grow my money (since that’s unnecessary), rather how do I maintain and preserve it?

5. I'd like to open IRAs for my kids. Are there any restrictions on how much I can put in for them?

6. What's the difference between backwardation and contango?

7. What's a safe amount to invest in my own company's stock? The culture here is to invest a significant amount, but what do you think as it relates to one’s overall finances?

8. Timely & Actionable Idea: Year-end investment Dos and Don’ts

***UPCOMING LIVE FALL WEBINAR: On TUESDAY, December 4th @ 8:30am featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management based in New York. Jonathan will be speaking on “The Final Countdown: 2025 Last Minute Wealth Planning Ideas.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_f2_IMFSYT-uaUyW9-uGM_A***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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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