Episode 23: What Dave Ramsey Got Wrong

Episode 23: What Dave Ramsey Got Wrong

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1) Why My Year In Israel Was One Of The Best Investments I Have Ever Made

2) Quote from Dave Ramsey on his portfolio returns.

3) Doing teshuva when the market is down

4) What's the difference between nominal and real returns and gross vs net returns?

5) Should I sell my business for $20 million?

6) Are ETFs more tax efficient than mutual funds?

7) Should I put all my money 401k funds into an S&P 500 index fund?

8) Any suggestions on how to mitigate this massive expense of a 7% rate mortgage?

9) How to help my spendthrift parents out in retirement?

10) A financial advisor keeps telling me about his firm’s “thought leadership.” What does that mean?

11) I want to invest but don’t want to get into the market at totally the wrong time when the world is imploding. What should I do?

12) How does a stock’s 52-week high and 52-week low impact my investment strategy?

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to Jonathan@ShenkmanWealth.com

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney

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Episoder(179)

Episode 179: Writing Off Pesach Programs, Planning For Young Singles, & Roosevelt On Old Age

Episode 179: Writing Off Pesach Programs, Planning For Young Singles, & Roosevelt On Old Age

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Episode 178: IN FOCUS: NYC Pied-à-Terre Surcharge with K. Eli Akhavan (Grant, Herrmann)

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 go IN FOCUS where we explore more...

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Episode 177: Financial Lessons From Rosh Hashanah, My Big Win, and Using A Flux Capacitor

Episode 177: Financial Lessons From Rosh Hashanah, My Big Win, and Using A Flux Capacitor

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Episode 176: Cosigning On A Loan For Child, Choosing ETFs, & Financial Peace of Mind in Retirement

Episode 176: Cosigning On A Loan For Child, Choosing ETFs, & Financial Peace of Mind in Retirement

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Podcast 175: Shalom Bayit & Money, Bad Advice From A Gvir, and Seinfeld On Torture We Can Deal With

Podcast 175: Shalom Bayit & Money, Bad Advice From A Gvir, and Seinfeld On Torture We Can Deal With

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Episode 174: Elul & Your Portfolio, Financial Leaks, & Supporting Kids After Marriage

Episode 174: Elul & Your Portfolio, Financial Leaks, & Supporting Kids After Marriage

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Episode 173: Leaving A Lasting Legacy, Big Houses, Skipping College, & Unmotivated Children

Episode 173: Leaving A Lasting Legacy, Big Houses, Skipping College, & Unmotivated Children

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Episode 172: ROI On Plastic Surgery, AI, Richard Nixon, OnlyFans, & More

Episode 172: ROI On Plastic Surgery, AI, Richard Nixon, OnlyFans, & More

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