Episode 139: The Frum Community Has a Spending Problem, Chosson Gifts, Annuities, & Chizzuk From Jerry Rice
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. ...
17 Des 202519min
Episode 138: IN FOCUS: 2025 Last Minute Wealth Planning Ideas with Jonathan Shenkman (ParkBridge Wealth)
***My NEW Book*** I’m thrilled to announce the launch of my very first book: “D is for Diversification: The ABCs of Personal Finance.” Available on AMAZON or at www.JonathanOnMoney.com — just in time ...
10 Des 202535min
Episode 137: IN FOCUS: Legal Protections for Vulnerable Young Adults with Amy O'Hara (Littman Krooks)
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 Amy O'Hara, Esq. CELA®, Pa...
3 Des 202526min
Episode 136: What I'm Thankful For, Buffet’s Farwell, & Investing In Friend's Real Estate "Deal"
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. ...
26 Nov 202521min
Episode 135: IN FOCUS: Business and Real Estate Succession Planning with Avi Kestenbaum (Meltzer, Lippe)
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 Avi Z. Kestenbaum , Esq. LL...
19 Nov 202530min
Episode 134: Don't Patschke With Your Money, Investing Missteps When Rates Fall, & The Impact of AI On Your Job
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. ...
12 Nov 202517min
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
