Episode 93: Tax Season Is Upon Us

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. Talking points: Jacob’s Blessings To His Children & Three Important Financial Lessons

2. This week’s quote is from Milton Friedman

3. I read your article in the Jewish press about buying your wife new clothes and jewelry for Yom Tov, and I couldn’t disagree with you more! America runs on taking out debt! How can you assert that debt is a bad thing and should be avoided when it is necessary and accepted in American society?

4. My CD matured and it was paying just north of 5%? I see rates are much lower now. What should I do with this cash that’s safe?

5. With the market continuously going up, is this the top of the market and should I plan accordingly?

6. There is the phrases “dress to impress” but my question is, in your experience, do you usually see wealthy people dressed in designer clothing? I’d like to fit in since my target market for my products are rich people.

7. My financial advisor says he does estate planning. If that’s the case, is it necessary for me to also go to a lawyer to make relevant documents or am I covered?

8. Timely & Actionable Idea: Consolidation

***UPCOMING LIVE WEBINAR on THURSDAY, February 6th at 8:30am (EST) featuring Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of “Tax Implications of Merger and Acquisition Transactions.” Register here: https://us02web.zoom.us/webinar/register/WN_mxkKTW0ATIqjJNqPksy02g ***

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