Episode 147: How Much To Spend On A Chassan Watch, Tradeoffs, ROI of Baha Mar & All You Can Eat Buffets

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: How Much To Spend On A Chassan Watch

2. Our quote this week is from Thomas Sowell On Tradeoffs

3. I was just fired. Should I exercise and sell my stock options or hold them?

4. I’m in expensive litigation and my attorney mentioned financing options. Should I finance it, switch to a cheaper lawyer, or stick with him?

5. Is Baha Mar worth the high cost over winter break? I’m considering booking now for next year.

6. My retired parents are focused on high-dividend stocks. Are there risks to a high-yield strategy they may be overlooking?

7. I found a 12% yielding ETF that uses an options overlay strategy. What are the potential downsides?

8. I use two advisors. One charges more and has slightly lower performance. Should we consolidate with the cheaper, better-performing advisor?

9. There’s an all-you-can-eat buffet near me. I pack a tin, resell plates to yeshiva guys for $15, and make spending money. My rav says it may be muttar halachically. Is this a sound business model?

10. How much money is enough?

11. Europeans seem less stressed about healthcare and education. Should the U.S. nationalize more essential services?

12. Timely & Actionable Idea: How To Handle Inherited IRAs?

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, February 12th @ 8:30am featuring Lawrence I. Garbuz of Lewis and Garbuz, P.C. based in New York and Boaz Feinberg of Arnon, Tadmor-Levy based in Tel Aviv. Lawrence and Boaz will be discussing “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_1brOdaa7QLyxTHnJsV-wGA***

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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Episode 165: IN FOCUS: How to Discharge IRS and NYS Tax Liens with Scott Kestenbaum and Jill Monoson (Kestenbaum & Mark)

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