Episode 158: Affording The Five Towns, Inherited Real Estate, Dress To Impress, & High Returns Using ETFs

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: Inherited Real Estate with Siblings: What to Do When You Want to Sell and They Don’t

2. This week’s quote is from Seneca on luck

3. Will ever be able to buy a home in the five towns?

4. How do you stay on top of the latest news around the world so you can position your clients portfolios appropriately? I

5. How would you suggest that I "dress to impress” without breaking the bank?

6. Do you have any advice on the decumulation phase where I need to take out money?

7. I was speaking to a guy in my community who told me he’s been earning 18% a year in ETFs. How do I do this to grow my money at that rate?

8. Timely & Actionable Idea: Spending on big ticket items leading up to retirement.

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 30th @ 8:30am featuring Brian Balduzzi and Lisa Presser both from Faegre Drinker Biddle & Reath LLP based in both Philadelphia and Princeton, NJ. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_x9jFRCs3QDuEbmuW8hPerQ***

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

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