Episode 168: America At 250, Jewish Financiers Who Helped Build a Nation, and Investing in Apple Pie & BBQs

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: America at 250: The Jewish Financiers Who Helped Build a Nation

2. This week’s quote is from JP Morgan on betting against America.

3. How much to spend on a first date?

4. Will AI replace financial advisors?

5. How do I calculate my dad's RMD? He is not on top of this stuff anymore, so I need to figure it out since he doesn’t work with a financial advisor. His IRA money is at a few different firms.

6. I like the idea of investing in real estate because it’s an investment I can see and touch. Feels more secure to me. What are some of the risks of being a landlord that I may be overlooking?

7. My daughter entered the financial advisory training program at a large firm. She spends a lot of time handling menial tasks. Is this standard practice? If so, when does the work get more interesting?

8. Timely & Actionable Idea: Investing in Apple Pie & BBQs

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

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