Episode 154: The Seder & Investing, Retiring Into a Down Stock Market, Working With A $400 million Client

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: Ways to Overcome the Risks of Retiring Into a Down Stock Market

2. This week’s quote is from Tim Ferriss on losing site on what money is really for.

3. You seem pretty negative on both crypto and private equity. What do you think is worse?

4. I am 65 and have $250k in my 401(k). An advisor suggested putting it all into an annuity, promising a 10% return. Now what?

5. If growth stocks and private equity have the highest returns, why not invest exclusively in that area of the market?

6. What are your 2026 mid-year market predictions?

7. Would you take ~1mil/yr to exclusively be the financial advisor for a client I work with who has ~$400mil?

8. Timely & Actionable Idea: read the book “The Money Kings: The Epic Story of the Jewish Immigrants Who Transformed Wall Street and Shaped Modern America” by Daniel Schulman?

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 16th @ 8:30am featuring Av Sinensky of Falcon Rappaport & Berkman LLP based in Long Island, who will speaking about “When the Family Is the Business: Why You Need a Real Partnership Agreement.” This program will be for ***CLE/CPE credit available for accountants and attorneys-based NY/NJ***. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg***

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.