Episode 70: Money Lessons From The Olympics
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. ...
21 Elo 202416min
Episode 69: The Destruction of Wealth
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. ...
13 Elo 202419min
Episode 68: How many pages should a financial plan be?
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) ...
7 Elo 202419min
Episode 67: Should I loan money to a relative?
***SIGN UP: Yeshiva University & ParkBridge Wealth Management: Tax, Estate, and Wealth Planning Symposium” (3 CPE/CLE*) on Tuesday, September 10th 2024 @ 8:30am-12:00pm. Registration & Program Informa...
31 Heinä 202418min
Episode 66: Should I borrow money from my 401k to invest in real estate?
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. ...
24 Heinä 202420min
Episode 65: HOT TOPICS with Martin Shenkman (Connely, ESG, Step transactions, Direct indexing, and CTA developments)
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. This week we d...
17 Heinä 202421min
Episode 64: Rockefeller on Giving
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) S...
10 Heinä 202419min
Episode 63: IN FOCUS: “Children & Money: Timeless Strategies To Transmit to The Next Generation”
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will cover “Children & Money: Timeless Str...
3 Heinä 202431min
