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
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
