Episode 35: IN FOCUS: “Selecting an Asset Protection Plan – Strategies and Pitfalls”
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 “Selecting an Asse...
20 Des 202338min
Episode 34: Is College Still A Good Investment?
In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) Is college still a good investment?2) A tribute to Charlie Munger3) Converting dolla...
13 Des 202319min
Episode 33: IN FOCUS: “Last Minute 2023 Wealth Planning Ideas”
This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “ “Last Minute 2023 Wealth Planning Ideas: Ensuring Your Clients Make the Right Moves Bef...
6 Des 202335min
Episode 32: A Time To Be Thankful
In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) A Time To Be Thankful (Even During Challenging Times)2) There is nothing new on Wall S...
29 Nov 202315min
Episode 31: The most pressing financial issues facing the frum community today
In this week's episode I share a speech I gave at the Young Israel Talmud Torah of Flatbush on November 11, 2023 at 8:15pm. I discussed a variety of important topics including. 1. Jewish Inflation2...
22 Nov 202349min
Episode 30: IN FOCUS: “Moving to Israel: Top Financial Planning Considerations”
This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “Moving to Israel: Top Financial Planning Considerations” featuring: Boaz Feinberg, Lead...
15 Nov 202328min
Episode 29: Get out of your own way!
In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) The Reverse Obituary2) Getting out of your own way (with investing and life)3) How d...
8 Nov 202319min
Episode 28: IN FOCUS: “Selling a Family Business: Legal, Financial, and Estate Planning Considerations”
This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss ““Selling a Family Business: Legal, Financial, and Estate Planning Considerations” featur...
1 Nov 202356min
