Jonathan On Money

Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.


A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.



Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures

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

Denne podkasten 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

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

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-pa-konto
rss-skravla-gar
pengepodden-2
lederpodden
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
utbytte
pengesnakk
stormkast-med-valebrokk-stordalen
rss-orjasater
morgenkaffen-med-finansavisen
finansredaksjonen
liberal-halvtime
rss-markedspuls-2
rss-fa-makro