Episode 171: Financial Survival for the Sandwich Generation, Responsibilities Of Trustees, & Portfolio Perfection

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: When Everyone Depends on You: Financial Survival for the Sandwich Generation

2. This week’s quote is from Morgan Housel on the downside of having money.

3. What’s a SERP plan?

4. Do you avoid taxes by being in international waters on April 15?

5. What are the responsibilities of a trustee?

6. What should my son do with his bar mitzvah money?

7. What should the perfect portfolio look like?

8. Who is right about my 401(k) allocation: my CPA or my financial advisor?

9. Should I sell the stocks my grandfather gave me to buy a home in Israel?

10. If I buy a municipal bond at a discount, is the entire yield to maturity tax free?

11. Timely & Actionable Idea: Mid-Year Financial Resolutions

***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

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.

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