Episode 177: Financial Lessons From Rosh Hashanah, My Big Win, and Using A Flux Capacitor

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:

***Upcoming Live FALL Webinar: Thursday, September 24th @ 8:30am featuring Avi Z. Kestenbaum of Meltzer, Lippe, Goldstein & Breitstone, LLP based in Long Island, New York and he will be speaking on “The Most Important and Overlooked Estate Planning Questions That AI Does Not Properly Address.” RSVP here: https://us02web.zoom.us/webinar/register/WN_4i5n8PCtQX2-qfjWH-XZMw

1. Talking points: 5 Powerful Financial Lessons Hiding Inside Rosh Hashanah

2. This week’s quote is from John Quincy Adams on property rights.

3. What’s your take on the “TACO trade”?

4. My CPA is a big advocate of backdoor Roth IRA contributions and insists that my wife and I make them every year. But I also have $300,000 in student loans. Which should be the bigger priority: making backdoor Roth contributions or paying down my student loans?

5. What are S&P 500 futures? I hear them mentioned on the news all the time, but I’m not sure what they are.

6. I just found out that I’m paying Wealthfront 65 basis points to access a CFP. Is that fee worth it?

7. How can we fix the housing market so my generation can afford to buy homes?

8. How can I get access to the latest IPOs? I need a big win to make up for years of not saving.

9. I have a taxable investment account that has performed very well over the past two years, but I need the money for a home addition. I’m hesitant to sell because the investments could continue to rise, and I don’t want to pay taxes. Should I wait longer to liquidate, and how do I get over the mental hurdle of selling investments to fund a major purchase?

10. Every professional investor has had a few “big wins.” Can you share a few of yours?

11. If someone gave you $1,000 with no strings attached, how would you spend it? What about $10,000, $100,000, or $1 million?

12. If you could buy anything to help you become a better investor, what would it be?

13. Timely Planning Idea: Medicare could quietly double your premium.

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

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