Episode 145: Investing In AI, Raising Money Smart Kids, and Investing In Israel vs. Palestine

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:

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!

1. Talking points: Raising Money-Smart Children Starts Earlier Than You Think

2. Our quote this week is from Burton Malkiel on different types of market forecasters

3. Is Private Credit entering a "bubble" with so many providers coming out with funds and ETFs featuring this category?

4. How much is too much to spend on a siyum (per person) during the nine days?

5. What are your thoughts on WNBA players earning substantially less than NBA players? Do you think it’s fair that they are not paid comparable salaries for their hard work?

6. My parents have a few million dollars, but just retired and have no long term care insurance. How do I protect my inheritance so they don’t spend all their money on long-term care needs should there be a need?

7. I’m repositioning my portfolio. Should I wait until after Tisha B’av to do so or is that just silliness?

8. I see some nice income funds paying over 7%. Why not just buy that to generate income in retirement?

9. What's a 501c(4)? I want to give to a particular non profit and I saw it was categorized as a 501c(4). Any ideas?

10. You discuss investing in Israel from time to time, but let's say I want to support Palestine through investments. How do I do that?

11. What's the difference between an estate tax and inheritance tax?

12. Timely & Actionable Idea: How to best invest in Artificial Intelligence (AI)?

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 29th @ 8:30am featuring Elizabeth Forspan of Forspan Klear LLP based in New York. Elizabeth will be speaking about “Overcoming Estate and Elder Care Planning Hurdles.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ***

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

Hosted on Acast. See acast.com/privacy for more information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

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