Episode 102: IN FOCUS: Common Mistakes Wealthy Families Make with Jonathan Shenkman (ParkBridge Wealth)
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 go IN FOCUS where we cover more advan...
2 Apr 202530min
Episode 101: Tariffs: Should Retirees Be Concerned?
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 Mar 202516min
Episode 100: IN FOCUS: Form 3520 Reporting Under The Proposed Regulations
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 go IN FOCUS where we cover more advan...
19 Mar 202535min
Episode 99: Reconsider Your Spending On Purim
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 Mar 202517min
Episode 98: IN FOCUS: Highlights of the 2025 Heckerling Institute on Estate 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 will go IN FOCUS where we cover more advan...
5 Mar 20251h 6min
Episode 97: Should My Roth IRA Be Invested Differently Than My Traditional IRA?
Podcast 97: Show NotesJoin 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 t...
26 Feb 202517min
Episode 96: IN FOCUS: Tax Implications of Merger and Acquisition Transactions
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 go IN FOCUS where we cover more advan...
19 Feb 20251h 3min
Episode 95: A Shtickle Rant
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 Feb 202519min
