Episode 54: The Intersection of Psychology and Investing
Jonathan On Money1 Mai 2024

Episode 54: The Intersection of Psychology and Investing

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) The intersection of psychology and investing

2) Quote from legendary money manager, Peter Lynch, about planning for the next market correction

3) I’m in my mid 50s and I have nothing saved for retirement. What would you suggest?

4) Thoughts on ESG investing?

5) What financial advice would you give to someone in their 40s?

6) My CPA always insists that I make backdoor Roth IRA contributions. He’s quick to point out benefits. But are there any reasons for me to NOT do this?

7) I made 15% annually investing in private credit. I don’t understand why my portfolio at a big financial services firm has performed so much worse. I’m trying to give the folks there the benefit of the doubt, but I see no reason why I shouldn’t just pile all into private credit.

8) Given the earthquake in NY recently, should I get earthquake insurance?

9) Is the money I made in a March Madness pool taxable?

10)What financial advice would you give to someone in their 50s?

11) With inflation rising again, what should I be changing with my investment strategy?

12) It seems like most financial professionals spend a lot of their day watching CNBC or Bloomberg. Is that a good way to stay informed on how to manage my finances?

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