Episode 171: Financial Survival for the Sandwich Generation, Responsibilities Of Trustees, & Portfolio Perfection
Jonathan On Money29 Heinä

Episode 171: Financial Survival for the Sandwich Generation, Responsibilities Of Trustees, & Portfolio Perfection

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: When Everyone Depends on You: Financial Survival for the Sandwich Generation

2. This week’s quote is from Morgan Housel on the downside of having money.

3. What’s a SERP plan?

4. Do you avoid taxes by being in international waters on April 15?

5. What are the responsibilities of a trustee?

6. What should my son do with his bar mitzvah money?

7. What should the perfect portfolio look like?

8. Who is right about my 401(k) allocation: my CPA or my financial advisor?

9. Should I sell the stocks my grandfather gave me to buy a home in Israel?

10. If I buy a municipal bond at a discount, is the entire yield to maturity tax free?

11. Timely & Actionable Idea: Mid-Year Financial Resolutions

***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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