Episode 168: America At 250, Jewish Financiers Who Helped Build a Nation, and Investing in Apple Pie & BBQs

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: America at 250: The Jewish Financiers Who Helped Build a Nation

2. This week’s quote is from JP Morgan on betting against America.

3. How much to spend on a first date?

4. Will AI replace financial advisors?

5. How do I calculate my dad's RMD? He is not on top of this stuff anymore, so I need to figure it out since he doesn’t work with a financial advisor. His IRA money is at a few different firms.

6. I like the idea of investing in real estate because it’s an investment I can see and touch. Feels more secure to me. What are some of the risks of being a landlord that I may be overlooking?

7. My daughter entered the financial advisory training program at a large firm. She spends a lot of time handling menial tasks. Is this standard practice? If so, when does the work get more interesting?

8. Timely & Actionable Idea: Investing in Apple Pie & BBQs

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

***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

Hosted on Acast. See acast.com/privacy for more information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(179)

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