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 126: Getting By On Only 400K, Giving With A Warm Hand, And Is It Permitted To Buy German Products

Episode 126: Getting By On Only 400K, Giving With A Warm Hand, And Is It Permitted To Buy German Products

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: ...

17 Syys 202519min

Episode 125: IN FOCUS: Tax Issues with Distressed Real Estate with Matthew E. Rappaport (Falcon Rappaport & Berkman LLP)

Episode 125: IN FOCUS: Tax Issues with Distressed Real Estate with Matthew E. Rappaport (Falcon Rappaport & Berkman LLP)

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 will go IN FOCUS where we will cover mo...

10 Syys 202531min

Episode 124: Summer Road Trip, The Pursuit Of Investment Perfection, and Making Aliyah With No Job

Episode 124: Summer Road Trip, The Pursuit Of Investment Perfection, and Making Aliyah With No Job

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: ...

3 Syys 202527min

Episode 123: Dumb Kiddush Club Advice, Leaving A Legacy, & Not Living Life In The Rearview Mirror

Episode 123: Dumb Kiddush Club Advice, Leaving A Legacy, & Not Living Life In The Rearview Mirror

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: ...

27 Elo 202521min

Episode 122: Tariffs & Inequality, Marketing Tips, Trump/Putin Summit, and How to Panic Prudently

Episode 122: Tariffs & Inequality, Marketing Tips, Trump/Putin Summit, and How to Panic Prudently

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: ...

20 Elo 202521min

Episode 121: Commercial Real Estate, Managing A Financial Windfall, & Sports Betting Within Your Portfolio

Episode 121: Commercial Real Estate, Managing A Financial Windfall, & Sports Betting Within Your Portfolio

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: ...

13 Elo 202521min

Episode 120: Morning Routines, ROI on Pesach Getaways, Birthday Parties & 529 Accounts, and Financial Wisdom From Proverbs

Episode 120: Morning Routines, ROI on Pesach Getaways, Birthday Parties & 529 Accounts, and Financial Wisdom From Proverbs

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: ...

6 Elo 202521min

Episode 119: How Do We Get Yeshivas To Stop Raising The Price Of Tuition?

Episode 119: How Do We Get Yeshivas To Stop Raising The Price Of Tuition?

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: ...

30 Heinä 202519min

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