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 118: IN FOCUS: One Big Beautiful Bill Act - Overview & Planning Ideas with Marty Shenkman (Shenkman Law)

Episode 118: IN FOCUS: One Big Beautiful Bill Act - Overview & Planning Ideas with Marty Shenkman (Shenkman Law)

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 cover more a...

23 Heinä 202522min

Episode 117: Solving The Yeshiva Tuition Crisis By Signing "The Yeshiva Pledge"

Episode 117: Solving The Yeshiva Tuition Crisis By Signing "The Yeshiva Pledge"

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: ...

16 Heinä 202524min

Episode 116: Should I Wait To Purchase A Home Given The High Rates And High Prices?

Episode 116: Should I Wait To Purchase A Home Given The High Rates And High Prices?

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: ...

9 Heinä 202521min

Episode 115: Should I Invest In A Restaurant?

Episode 115: Should I Invest In A Restaurant?

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. ...

2 Heinä 202519min

Episode 114: IN FOCUS: Is ESG Investing A Marketing Ploy with Jonathan Shenkman (ParkBridge Wealth)

Episode 114: IN FOCUS: Is ESG Investing A Marketing Ploy with Jonathan Shenkman (ParkBridge Wealth)

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 w...

25 Kesä 202529min

Episode 113: Do I Need A Crypto Coach?

Episode 113: Do I Need A Crypto Coach?

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. ...

18 Kesä 202516min

Episode 112: IN FOCUS: Understanding Pass-Through Entity Taxation with Angelika Herburger and Russell Ephraim (CBIZ Advisors)

Episode 112: IN FOCUS: Understanding Pass-Through Entity Taxation with Angelika Herburger and Russell Ephraim (CBIZ Advisors)

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 m...

11 Kesä 202527min

Episode 111: Ten Financial Commandments For Retirees

Episode 111: Ten Financial Commandments For Retirees

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. ...

4 Kesä 202523min

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