Episode 21: Reflecting On The Past Year: 6 Lessons For Investing And Life

Episode 21: Reflecting On The Past Year: 6 Lessons For Investing And Life

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1) Reflecting On The Past Year: 6 Lessons For Investing And Life

2) Quote from Pirkei Avot about money and life

3) It is not fair that the rich keep getting richer. How do we break the cycle?

4) Why do so many people ask you about hot real estate deals?

5) I have 5 kids and five 529 college savings accounts. Should I consolidate them?

6) What happens if I "superfund" my kids 529 and they don’t need all the money for higher education?

7) Who should I set as a beneficiary for my retirement accounts and TOD accounts?

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to Jonathan@ShenkmanWealth.com

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney

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Avsnitt(179)

Episode 179: Writing Off Pesach Programs, Planning For Young Singles, & Roosevelt On Old Age

Episode 179: Writing Off Pesach Programs, Planning For Young Singles, & Roosevelt On Old Age

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Episode 177: Financial Lessons From Rosh Hashanah, My Big Win, and Using A Flux Capacitor

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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: ...

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Episode 176: Cosigning On A Loan For Child, Choosing ETFs, & Financial Peace of Mind in Retirement

Episode 176: Cosigning On A Loan For Child, Choosing ETFs, & Financial Peace of Mind in Retirement

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Podcast 175: Shalom Bayit & Money, Bad Advice From A Gvir, and Seinfeld On Torture We Can Deal With

Podcast 175: Shalom Bayit & Money, Bad Advice From A Gvir, and Seinfeld On Torture We Can Deal With

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Episode 174: Elul & Your Portfolio, Financial Leaks, & Supporting Kids After Marriage

Episode 174: Elul & Your Portfolio, Financial Leaks, & Supporting Kids After Marriage

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. ...

19 Aug 29min

Episode 173: Leaving A Lasting Legacy, Big Houses, Skipping College, & Unmotivated Children

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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. ...

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Episode 172: ROI On Plastic Surgery, AI, Richard Nixon, OnlyFans, & More

Episode 172: ROI On Plastic Surgery, AI, Richard Nixon, OnlyFans, & More

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....

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