Episode 54: The Intersection of Psychology and Investing
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) T...
1 Mai 202424min
Episode 53: IN FOCUS: “The Latest and Greatest in Aggressive Tax Strategies"
This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we discuss “The Latest and Greates...
25 Apr 202431min
Episode 52: Today Is My Birthday! 39 Personal Finance Lessons In Honor Of My 39th Birthday
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:In ho...
17 Apr 202421min
Episode 51: Personal Finance Rules Of Thumb (With A Frum Twist)
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) Pe...
10 Apr 202420min
Episode 50: Are Annuities A Good Investment?
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) Ar...
3 Apr 202422min
Episode 49: ESG investing - Matching Investors Portfolios With Their Values.
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:***No...
27 Mar 202422min
Episode 48: IN FOCUS: “Women and Wealth: Challenges and Strategies for Female Clients"
This week, 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 discuss will “Women and We...
20 Mar 202431min
Episode 47: Money lessons from the Golden Calf, Vanderbilts, And Touro Synagogue
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) ...
13 Mar 202422min
