Episode 133: IN FOCUS: State Income Taxation Of Trusts with Andrew Katzenberg (ArentFox Schiff)
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we are joined by Andrew Katzenberg, Partner,...
5 Nov 202533min
Episode 132: The Financial Lesson From The Great Flood, Roth IRA Conversions In Retirement, & Chiddushim From Mother Teresa
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: ...
29 Okt 202520min
Episode 131: IN FOCUS: Structuring Buy-Sell Agreements Right with Jack Elder (Kestra Insurance Planning)
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we are joined by Jack Elder, Esq. LL.M, Head...
22 Okt 202526min
Episode 130: Non-Financial Retirement Considerations, Private Assets in ETFs, & My Weekly Family Financial Strategy Session
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: ...
16 Okt 202519min
Episode 129: Trump's Performance, Your Friends Are Holding You Back, & Developing Content
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: ...
9 Okt 202521min
Episode 128: Rules For Contributing To Multiple Retirement Accounts & Forecasting Your Future Tax Rate
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 Okt 202524min
Episode 127: IN FOCUS: Snowbird Domicile and Choice Of Law with Bruce Steiner (Kleinberg, Kaplan)
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. This week, we will go IN FOCUS where we will cover mo...
25 Sep 202529min
Episode 126: Getting By On Only 400K, Giving With A Warm Hand, And Is It Permitted To Buy German Products
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: ...
17 Sep 202519min
