Episode 155: IN FOCUS: Retirement 2.0 - Modern Planning Strategies for 2026

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

Today, Jonathan will discuss Today, I discuss “Retirement 2.0: Modern Planning Strategies for 2026.”

By way of background, retiring in 2026 looks very different from your parent's or grandparent's retirement. Longer lifespans, evolving family dynamics, more investment options, and shifting financial realities mean today’s retirees face challenges unlike those of 20–30 years ago. In this 30‑minute session, Jonathan Shenkman will draw on nearly two decades of experience to highlight the most pressing hurdles confronting retirees today. He will also provide practical, actionable strategies that advisors and their clients can use to navigate this new landscape with confidence and clarity.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, April 16th featuring Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP BASED IN Long Island, NY. Av will be discussing “When the Family Is the Business: Why You Need a Real Partnership Agreement.” You can register by clicking on the link in the show notes. You can register here: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg

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

Stay connected:

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

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Avsnitt(179)

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