Jonathan On Money3 Sep 2025

Episode 124: Summer Road Trip, The Pursuit Of Investment Perfection, and Making Aliyah With No Job

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: Part 2 of the account hierarchy

2. Our quote this week is from Teddy Roosevelt about the man in the arena

3. Thoughts on target outcome ETFs. My advisor is recommending them to my parents and I want to hear your perspective

4. I just turned 40, but have virtually no savings. Baruch Hashem I now have extra cash flow that I don't need to just pay my bills. Any suggestions on what I can do now to catch up financially?

5. I'm 24 and just started working. I’m trying to figure out the optimal investment strategy to increase my net-worth. What would you suggest?

6. I’m mid-career and my siblings have been encouraging my family to make aliyah. I get the importance of people moving to Israel, but I’m not sure how I would make money there. Is it irresponsible to move to Israel with three kids and no job/career in Israel?

7. What are your thoughts on the bipartisan effort to cap credit card rates at 10%?

8. Timely & Actionable Idea: How to develop the right perspective around money

***UPCOMING LIVE FALL WEBINAR: On September 18th @ 8:30am on “Snowbird Domicile and Choice Of Law” featuring Bruce Steiner, Of Counsel at Kleinberg, Kaplan based in New York. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_rQszYJ7sQeqHiaP6EsLU2A***

Stay connected:

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

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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Episoder(179)

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

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: ...

23 Sep 32min

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...

16 Sep 30min

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

9 Sep 28min

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

2 Sep 26min

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

26 Aug 30min

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

19 Aug 29min

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

12 Aug 27min

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

5 Aug 37min

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