Episode 174: Elul & Your Portfolio, Financial Leaks, & Supporting Kids After Marriage

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: Elul and Your Portfolio: What the Month of Reflection Teaches Us About Money

2. This week’s quote is from Benjamin Franklin about financial leaks.

3. What is the term premium in the bond market?

4. What is a 351‑exchange ETF and how does it work?

5. At what level of wealth does a family office become appropriate?

6. My broker earns me about 11% annually, but the ongoing taxes are painful. Would triple tax‑free municipal bonds be a better option?

7. As teachers with modest incomes and six children, how can we save for weddings and support our kids after marriage without neglecting our own retirement?

8. Why do so many personal finance podcasters promote hourly‑fee financial advisors when almost no advisors actually charge that way?

9. What is a K‑shaped economy and how does it affect me?

10. I lost a lot of money in the latest Bitcoin drop. What should I do now?

11. Why do investment firms send 1099s in mid‑February instead of early January?

12. Timely & Actionable Idea: Avoiding big tax bills from mutual funds that LOST money.

***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: ...

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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...

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