Jonathan On Money

Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.


A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.



Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures

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Jaksot(158)

Episode 62: Personal Finances Lessons For All The Dads Out There!

Episode 62: Personal Finances Lessons For All The Dads Out There!

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) ...

26 Kesä 202422min

Episode 61: IN FOCUS: “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries”

Episode 61: IN FOCUS: “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries”

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 “Marital Miss: The Importance o...

19 Kesä 202433min

Episode 60: Thoughts on Universal Basic Income

Episode 60: Thoughts on Universal Basic Income

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) ...

14 Kesä 202421min

Episode 59: IN FOCUS: “Qualifying as Qualified Small Business Stock (Section 1202)”

Episode 59: IN FOCUS: “Qualifying as Qualified Small Business Stock (Section 1202)”

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 discuss “Qualifying as Qualified Smal...

5 Kesä 202431min

Episode 58: The Summer Financial Challenge

Episode 58: The Summer Financial Challenge

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) ...

29 Touko 202422min

Episode 57: IN FOCUS: “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent”

Episode 57: IN FOCUS: “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent”

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 discuss “Unraveling the Challenges in...

22 Touko 202456min

Episode 56: ParkBridge Turns Two! Reflections On Being a Business Owner

Episode 56: ParkBridge Turns Two! Reflections On Being a Business Owner

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. ...

15 Touko 202421min

Episode 55: IN FOCUS: “Hot Topics in NYS/NYC Residency and Personal Income Taxes”

Episode 55: IN FOCUS: “Hot Topics in NYS/NYC Residency and Personal Income Taxes”

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 discuss “Hot Topics in NYS/NYC Reside...

8 Touko 202430min

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