Jonathan On Money17 Dec 2025

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. Talking points: The Frum Community Has a Spending Problem (And It’s Not What You Think)

2. Our quote this week is from Jerry Rice on doing what others won’t do.

3. If you advocate diversifying investments, shouldn't investors also diversify financial institutions where they do business?

4. Given the astronomical costs of college, can I start a 529 college savings account before I have kids? I want to maximize the full benefit for my kids.

5. My daughter is getting hot and heavy with a boy. Things are progressing, and during a casual conversation, this young man mentioned how all of his friends received Rolexes as their chosson gift. I can’t afford a Rolex. What advice would you give?

6. What are the tax implications to getting paid income for the rest of my life by buying an annuity?

7. I have a universal life policy through my employer where they pay some Of the premiums. I’m moving employers. Can I take this with me? What are the cost ramifications?

8. Timely & Actionable Idea: Year-end charitable giving strategies

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com — just in time for the holiday season!***

***UPCOMING LIVE FALL WEBINAR: On THURSDAY, December 18th @ 8:30am featuring K. Eli Akhavan, a Partner at the law firm Grant, Herrmann, Schwartz & Klinger based in New York. Eli will be speaking about “Asset Protection and Personal Guaranties.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_LA1W1CYkSPuB3VGF5RYbsQ***

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)

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

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: ...

23 Sep 32min

Episode 178: IN FOCUS: NYC Pied-à-Terre Surcharge with K. Eli Akhavan (Grant, Herrmann)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. This week, we go IN FOCUS where we explore more...

16 Sep 30min