Episode 170: Trump Accounts, Prenups, & Economic Challenges Facing Our Youth

Episode 170: Trump Accounts, Prenups, & Economic Challenges Facing Our Youth

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: Are Prenuptial Agreements Necessary When a Couple Has Disparate Levels of Wealth?

2. This week’s quote is from Jason Zweig on chasing performance.

3. Can a trustee be removed for poor investment returns in a trust where I am the beneficiary?

4. Is an UTMA account truly tax advantaged, or is that a misconception?

5. I am heavily concentrated in tech stocks at age 67 and nearing retirement. When should I diversify, into what, and how should I think about taxes?

6. Are young people today facing uniquely difficult economic conditions, and what advice would you give them for getting ahead?

7. My siblings and I inherited a multifamily property in Brooklyn, but I do not want to co‑own real estate with them. They want to keep the property. How should I handle this situation?

8. Timely & Actionable Idea: All you need to know about Trump Accounts

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

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

Stay connected:

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

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

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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

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)

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

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

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: ...

9 Sep 28min

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

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

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: *...

2 Sep 26min

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

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

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: **...

26 Aug 30min

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

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

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. ...

19 Aug 29min

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

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

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. ...

12 Aug 27min

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

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

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....

5 Aug 37min

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