Episode 170: Trump Accounts, Prenups, & Economic Challenges Facing Our Youth

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: Are Prenuptial Agreements Necessary When a Couple Has Disparate Levels of Wealth?

2. This week’s quote is from Jason Zweig on chasing performance.

3. Can a trustee be removed for poor investment returns in a trust where I am the beneficiary?

4. Is an UTMA account truly tax advantaged, or is that a misconception?

5. I am heavily concentrated in tech stocks at age 67 and nearing retirement. When should I diversify, into what, and how should I think about taxes?

6. Are young people today facing uniquely difficult economic conditions, and what advice would you give them for getting ahead?

7. My siblings and I inherited a multifamily property in Brooklyn, but I do not want to co‑own real estate with them. They want to keep the property. How should I handle this situation?

8. Timely & Actionable Idea: All you need to know about Trump Accounts

***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

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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