Jonathan On Money4 Jun 2025

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. Talking points: 10 Financial Commandments For Retirees

2. This week’s quote is from Jason Zweig on good financial advice

3. Do you think it’s some form of conflict of interest that Trump launched the Trump coin right before his inauguration?

4. Why did inflation outperform TIPS in 2024? Isn’t the whole purpose of TIPS to outperform inflation?

5. There are many people in my community who share a lot of information about the latest vacation they went on, their new fancy toys, extension to their house and so on and so forth. How do I not engage with people like that?

6. How do I marry a rich guy? This may seem superficial, but I think it’s a good life decision. I’m not interested in a philosophical answer and why that may not be a good decision. I’m just interested in how to do it.

7. Would you agree that private equity is less risky than public equities since you have more control over the returns?

8. Timely & Actionable Idea: The dangers of not factoring in tax planning within your investment strategy

***UPCOMING LIVE WEBINAR: On Thursday, June 5th @ 8:30am on the topic “Understanding Pass-Through Entity Taxation” featuring Angelika Herburger and Russell Ephraim both from CBIZ Advisors based in New York City. Register here: https://us02web.zoom.us/webinar/register/WN_CIBY7Q0UTu6TqhG9W2_KrQ ***

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

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Episoder(166)

Episode 166: Ultimate Advice For Recent Grads, Investing In Films, & Giving up a 2.75% Mortgage

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: ...

24 Jun 19min

Episode 165: IN FOCUS: How to Discharge IRS and NYS Tax Liens with Scott Kestenbaum and Jill Monoson (Kestenbaum & Mark)

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...

17 Jun 28min

Episode 164: Managing Bar Mitzvah Money, Are Backdoor Roth IRAs Immoral, Professionals That Are The Worst At Managing Money

10 Jun 25min

Episode 163: IN FOCUS: Designing Resilient Estate Plans - Planning to Avoid Litigation with Asher Lowenstein (Lowenstein Legal)

3 Jun 31min

Episode 162: Gambling, Gold, Advisory Fees, And Why Dividend Yields Are Falling

27 Mai 30min

Episode 161: IN FOCUS: Hot Topics in State Tax Residency - Audit Enforcement and Wealth Taxes with Tim Noonan (Hodgson Russ)

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 mo...

20 Mai 29min