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:

***Upcoming Live FALL Webinar: Thursday, October 8th @ 8:30am featuring Bruce Steiner from Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City and he will be speaking on “Planning for State Estate Taxes.” RSVP here: https://us02web.zoom.us/webinar/register/WN_LRv_-3m1TR6Q4HV58rL-wQ

1. Talking points: Smart Money Moves for the Young, Single, and Living at Home

2. This week’s quote is from Teddy Roosevelt on old age.

3. I was talking to some colleagues about personal finance, and one said it is tough to “get the goal posts to stop moving.” What does this mean, and what is your reaction?

4. I saw Yrefy advertised on Fox News. The returns look sick. Should I invest with them?

5. Do clients ever leave you? If so, why?

6. What is a dynamic withdrawal strategy in retirement?

7. Should I give my children their inheritance during my lifetime or leave it to them as a bequest at death? I am torn and not sure what to do.

8. Someone told me that if you speak on a Pesach program, you can write off the entire cost of the program as a business expense. Is that true?

9. If you could sum up one strategy that is a reliable way to get rich, what would it be?

10. I missed out on the latest run in a meme stock. How can I make sure I get in on the next meme stock before it takes off?

11. I cannot understand why so many advisors charge a percentage of assets under management. I think they should charge hourly like other professionals. Why don't they?

12. How should I weigh the recent economic numbers when investing new money in the market?

13. Timely Planning Idea: Your estate plan may be built for rules that no longer apply.

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

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