Episode 160: Ten Commandments For Retirement Readiness, Negotiating A Higher Salary, Scheduling Happiness, & Planning For Gvirim

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 Strategies for the Gvirim Among Us

2. This week’s quote is from Scott Clary on scheduling happiness

3. With the holiday of Shavuos around the corner, do you have any top ten financial planning lists you can share with the Oilam?

4. What tips do you recommend for negotiating a higher salary?

5. How to make my portfolio “recession proof?”

6. How to I achieve “alpha” within my investment portfolio?

7. How do you manage so portfolios and not make them all the same? How do you scale?

8. Timely & Actionable Idea: Assess your income sources and expenses leading up to retirement.

***Upcoming Live SPRING Webinar: On THURSDAY, MAY 28th @ 8:30am featuring Asher Lowenstein, Esq. Founder of Lowenstein Legal PLLC based in Long Island, NY. Asher will be discussing “Designing Resilient Estate Plans: Planning to Avoid Litigation.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg***

***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 164: Managing Bar Mitzvah Money, Are Backdoor Roth IRAs Immoral, Professionals That Are The Worst At Managing Money

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: ...

10 Kesä 25min

Episode 163: IN FOCUS: Designing Resilient Estate Plans - Planning to Avoid Litigation with Asher Lowenstein (Lowenstein Legal)

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...

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