Episode 166: Ultimate Advice For Recent Grads, Investing In Films, & Giving up a 2.75% Mortgage
Jonathan On Money24 Juni

Episode 166: Ultimate Advice For Recent Grads, Investing In Films, & Giving up a 2.75% Mortgage

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: My talking points this week will discuss The Ultimate Advice for Recent Graduates

2. This week’s quote is from Winston Churchill on giving.

3. What are your thoughts on a 50 year mortgage?

4. How to minimize tax burden from large IRAs?

5. What type of trade order should I put in when buying ETFs?

6. I have the opportunity to invest in a film. Should I do this? Is this legit? Can I make money doing this?

7. I want to move to another community, but don’t want to give up my 2.75% mortgage. What do I do?

8. Timely & Actionable Idea: Figure out your safe withdrawal rate

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

***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? 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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