Episode 63: IN FOCUS: “Children & Money: Timeless Strategies To Transmit to The Next Generation”
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will cover “Children & Money: Timeless Str...
3 Juli 202431min
Episode 62: Personal Finances Lessons For All The Dads Out There!
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) ...
26 Juni 202422min
Episode 61: IN FOCUS: “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries”
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will cover “Marital Miss: The Importance o...
19 Juni 202433min
Episode 60: Thoughts on Universal Basic Income
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) ...
14 Juni 202421min
Episode 59: IN FOCUS: “Qualifying as Qualified Small Business Stock (Section 1202)”
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will discuss “Qualifying as Qualified Smal...
5 Juni 202431min
Episode 58: The Summer Financial Challenge
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) ...
29 Maj 202422min
Episode 57: IN FOCUS: “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent”
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will discuss “Unraveling the Challenges in...
22 Maj 202456min
Episode 56: ParkBridge Turns Two! Reflections On Being a Business Owner
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. ...
15 Maj 202421min
