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
Episode 38: IN FOCUS: “Long Term Care Costs and Options at Varying Degrees of Wealth”
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 “Long Term Care Co...
10 Jan 202431min
Episode 37: 6 Strategies to Lower Your Taxes in Retirement
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) 6 ways to lower your...
3 Jan 202420min
Episode 36: Seven Ways To Invest In Israel Today Given The War In Gaza
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) Seven Ways To Invest...
27 Des 202319min
