Episode 41: Is Spending Yeshiva Break In Florida Financially Prudent?

Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1) Is Spending Yeshiva Break In Florida Financially Prudent?

2) Quote from investment industry legend, and founder of Vangaurd, Jack Bogle

3) I live in Houston and renting is super cheap relative to buying. Should I rent forever?

4) I’m ready to retire. My wife does not want to retire. She loves her job. Do couples typically retire at the same time? If I’m retired and my wife is not I feel like we will be living different lives.

5) What are your thoughts on tackling a bucket list in retirement?

6) It seems like the market has a major correction every so often. What’s the downside of accumulating cash and waiting to invest only during these frequent more crashes?

7) Your videos are cute but super unprofessional. Aren’t you concerned about coming off as amateurish?

8) Bitcoin ETF: How much should I invest in it? I know you will say nothing, but I’m a big believer in the asset class. What do you recommend?

9) I can only afford to go away once a year. What is more impressive to go away for Succos, Yeshiva week, or pesach?

10) I’m really confident in a few tech stocks as long-term investments and don’t want to sell them. I know you think that owning so few stocks is not prudent. Yet, this is my plan. How do I minimize my risk without selling these stocks?

11) Are there any constants that come to mind with investing? It seems like the next hot thing is always changing. It would be nice to have some certainty.

12) I’m outpacing the benchmark with my investments. Why would I ever hire a financial advisor?

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