Episode 152: Annuity vs Lump Sum Payment, Does Your Yeshiva Have A Good 401(k) & My Best Purchase For Under $100

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:

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

1. Talking points: Is My Yeshiva’s Retirement Plan Up to Standard?

2. This week’s quote is from Rabbi Lord Jonathan Sacks on opportunity vs. temptation.

3. I have a pension at work and can take it as an annuity or a lump sum. What makes more sense?

4. I have a 401(k) with company matching, but I have no idea what I’m invested in. Is that really bad?

5. If the Fed lowers rates by a quarter point, how should investors reposition their portfolios today?

6. My 401(k) has around 50 investment options. I worked with my advisor, but in general is having so many choices good or bad for investors?

7. What’s the best purchase you’ve made recently for $100 or less, and why?

8. What’s the most overrated concept in personal finance?

9. I want to invest with a real estate company, but they don’t issue a land acknowledgment. How can I persuade them to add one?

10. My wealthy uncle is debating buying a private jet versus fractional ownership. As his consigliere, what guidance should I give him?

11. Is there any way to avoid paying tax on an inherited IRA?

12. Timely & Actionable Idea: Getting laid off before you are ready to retire.

***UPCOMING LIVE WINTER WEBINAR: On TUESDAY, March 24th @ 8:30am featuring Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, where I will discuss “Retirement 2.0: Modern Planning Strategies for 2026.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_T9IKYH8mS_exLVzyuANZDQ***

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

Hosted on Acast. See acast.com/privacy for more information.