Episode 156: Pesach Programs, Reinvesting Dividends, and Are Teachers Underpaid

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: Financial Planning Advice for Frum Families Struggling to Make Ends Meet

2. This week’s quote is from Morgan Housel on progress and setbacks

3. How do I afford going on a Pesach program work every year and save money for my future?

4. Do you think it is fair that teachers are so underpaid when you factor in the importance of their job?

5. My uncle advised me to never reinvest dividends because it’s impossible to keep your cost basis information straight. Is there any merit to this?

6. Timely & Actionable Idea: Retirement Readiness: Wipe out ALL debt

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 16th @ 8:30am featuring Av Sinensky of Falcon Rappaport & Berkman LLP based in Long Island, who will speaking about “When the Family Is the Business: Why You Need a Real Partnership Agreement.” This program will be for ***CLE/CPE credit available for accountants and attorneys-based NY/NJ***. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg***

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

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