Episode 22: IN FOCUS: “A Practical Guide on the Lifecycle of Planning for Art Collections”
This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss “A Practical Guide on the Lifecycle of Planning for Art Collections.” Featuring: Sherri Co...
20 Sep 202333min
Episode 21: Reflecting On The Past Year: 6 Lessons For Investing And Life
In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) Reflecting On The Past Year: 6 Lessons For Investing And Life2) Quote from Pirkei Avot...
13 Sep 202319min
Episode 20: Money Advice Every Parent Should Give Their Children
In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) Money Advice Every Parent Should Give Their Children2) Theodore Roosevelt on taking ri...
6 Sep 202318min
Episode 19: Affording A Frum Lifestyle and Living Your Rich Life
In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) Affording a frum lifestyle: Increase Your Household Income 2) Appreciating tradeoffs a...
30 Aug 202319min
Episode 18: Affording A Frum Lifestyle - A Proactive Approach
In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) Affording a frum lifestyle: A proactive approach2) Financial Benefits of relocating3) ...
23 Aug 202320min
Episode 17: Supporting Kollel Kids And Retirement
In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) Supporting Kollel Kids And Retirement: A Difficult Puzzle To Solve2) Sir John Templeto...
16 Aug 202320min
Episode 16: IN FOCUS: “Taxation of Cryptocurrency, NFTs, and Decentralized Finance”
This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss “Taxation of Cryptocurrency, NFTs, and Decentralized Finance.” Featuring: Matthew E. Rappa...
9 Aug 202332min
Episode 15: My Thoughts On Dave Ramsey’s Seven Baby Steps
***Request from Jonathan: If you enjoy this show, please rate it on your podcast platform. It will help other personal finance enthusiasts find the podcast. The more people that listen, the more helpf...
2 Aug 202322min
