Episode 46: IN FOCUS: “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel)”
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 “Estate Plann...
6 Mar 202431min
Episode 45: The Most Important Financial Decision: Who You Decide To Marry
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 Feb 202425min
Episode 44: IN FOCUS: “CRTs as “Stretch IRA” Substitutes”
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 “CRTs as “Str...
21 Feb 202432min
Episode 43: Solving the College Tuition Puzzle
Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including: 1) Solving the College Tu...
14 Feb 202421min
Episode 42: IN FOCUS: “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers”
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 “Spousal Life...
7 Feb 20241h 1min
Episode 41: Is Spending Yeshiva Break In Florida Financially Prudent?
Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including: 1) Is Spending Yeshiva ...
31 Jan 202418min
Episode 40: IN FOCUS: “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset”
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 “Use it or Lose it...
24 Jan 202430min
Episode 39: Should I Pay For The Young Couple’s Shana Rishona In Israel
Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including: 1) Should I Pay For The...
17 Jan 202420min
