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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

Hosted on Acast. See acast.com/privacy for more information.

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Jaksot(179)

Episode 3: Spring Cleaning Your Finances

In this week's episode we will discuss a variety of timely investing financial planning topics, including:1) Does diversification work2) Will we retest the October lows3) Financial planning t...

10 Touko 202326min

Episode 2: IN FOCUS: "State Tax Audits Preparing for the Inevitable"

In this week's episode we are IN FOCUS to discuss the advanced wealth planning topic of “State Tax Audits Preparing for the Inevitable” featuring Scott Brian Clark Esq., CPA, LLM., Chair - Multistate ...

3 Touko 202328min

Episode 1: Multi-Family Real Estate vs. 401(k)

In this week's episode we discuss a variety of timely investing financial planning topics, including:1) Getting rid of a whole life policy2) How much to spend on a chosson's watch3) Hard money lending...

28 Huhti 202322min