Episode 126: Getting By On Only 400K, Giving With A Warm Hand, And Is It Permitted To Buy German Products
Jonathan On Money17 Sep 2025

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:

1. Talking points: Getting by on just $400,000 a year.

2. Our quote this week is about giving.

3. How do I support Israel/Jewish people with my investments during this time of rising antisemitism.

4. My wife and I max out our retirement accounts. Should we buy permanent life insurance for more tax deferred savings?

5. I see I have a 457f plan at work. What is that? I never heard of that before.

6. Rationalizing the costs of going to Baha Mar on vacation.

7. Should I buy a Braun shaver even though it was made in German?

8. Timely & Actionable Idea: How to have an impact with your portfolio by excluding exposure to countries that have a history of poor human rights.

***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.

SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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Avsnitt(179)

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