Episode 78: IN FOCUS: "Going to the Sunshine State? Tax Considerations in Florida Planning”
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will cover "Going to the Sunshine State? T...
16 Okt 202459min
Episode 77: A Time For Spiritual & Financial Introspection
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. ...
9 Okt 202417min
Episode 76: IN FOCUS: "Charitable Giving: Timely Strategies and Considerations Under Jewish Law"
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will cover "Charitable Giving: Timely Stra...
2 Okt 202459min
Episode 75: What Percentage of My Portfolio Should Be In Alternative Investments?
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. ...
25 Sep 202422min
Episode 74: IN FOCUS: “Estate Planning If You have Assets/Heirs In Israel"
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will cover “Estate Planning If You have As...
18 Sep 202458min
Episode 73: Human Financial Advisor vs. Robo Advisor
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. ...
11 Sep 202418min
Episode 72: Paying For A Wedding When Machatanim Disagree
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. ...
4 Sep 202416min
Episode 71: Strategies For Getting Laid Off Before You’re Ready To Retire
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. ...
28 Aug 202421min
