Episode 167: IN FOCUS: Mid-Year Money Check-In - The 2026 Trends That Are Impacting Your Wealth

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 advanced wealth planning topics.

Today, Jonathan Shenkman from ParkBridge Wealth Management will be discussing “Mid-Year Money Check-In: The 2026 Trends That Are Impacting Your Wealth.”

By way of background, this episode will be a fast-paced mid-year briefing highlighting the key forces shaping portfolios and financial plans in 2026. We’ll cover how AI is influencing investor behavior and the wealth-management landscape, the market impact of the Iran war, the shift away from U.S. market concentration and what it means for diversification. We’ll also review important 2026 tax and estate-planning changes affecting high-net-worth families, along with updates on interest rates, inflation, and election-year dynamics, and more. The goal is for listeners to have a clear understanding of the year’s most important developments and how to position portfolios strategically for the future.

***UPCOMING LIVE FALL WEBINAR: My FALL webinars will be sent out in the coming weeks. You can register to get notified of upcoming events here: www.ParkBridgeWealth.com/Webinars***

M latest book, “D is for Diversification: The ABCs of Personal Finance” is now available on Amazon or at www.JonathanOnMoney.com. It is a great way to support these podcasts.

Stay connected:

1) Questions? Comments? Media Inquiries? 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) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

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

Reklamefrie Premium-podkaster

Hør populære podkaster som Storefri med Mikkel og Herman, Ida med hjertet i hånden, Krimpodden og mye mye mer

Skap din egen podkastboble

I appen skaper du ditt eget bibliotek med favoritter, og vi gir deg også anbefalinger til podkaster du ikke kan gå glipp av.

Prøv 14 dager gratis

Dersom du er ny Podme-bruker får du 14 dager gratis prøveperiode når du oppretter abonnement

Populært innen Business og økonomi

tid-er-penger-en-podcast-med-peter-warren

Historiene og stemmene du vil høre

Ubegrenset tilgang til alle dine favorittpodkaster og lydbøker

Les mer