Episode 38: IN FOCUS: “Long Term Care Costs and Options at Varying Degrees of Wealth”
This week, 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 “Long Term Care Co...
10 Jan 202431min
Episode 37: 6 Strategies to Lower Your Taxes in Retirement
Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including: 1) 6 ways to lower your...
3 Jan 202420min
Episode 36: Seven Ways To Invest In Israel Today Given The War In Gaza
Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including: 1) Seven Ways To Invest...
27 Dec 202319min
Episode 35: IN FOCUS: “Selecting an Asset Protection Plan – Strategies and Pitfalls”
This week, 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 “Selecting an Asse...
20 Dec 202338min
Episode 34: Is College Still A Good Investment?
In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) Is college still a good investment?2) A tribute to Charlie Munger3) Converting dolla...
13 Dec 202319min
Episode 33: IN FOCUS: “Last Minute 2023 Wealth Planning Ideas”
This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “ “Last Minute 2023 Wealth Planning Ideas: Ensuring Your Clients Make the Right Moves Bef...
6 Dec 202335min
Episode 32: A Time To Be Thankful
In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) A Time To Be Thankful (Even During Challenging Times)2) There is nothing new on Wall S...
29 Nov 202315min
Episode 31: The most pressing financial issues facing the frum community today
In this week's episode I share a speech I gave at the Young Israel Talmud Torah of Flatbush on November 11, 2023 at 8:15pm. I discussed a variety of important topics including. 1. Jewish Inflation2...
22 Nov 202349min
