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Jonathan On Money

Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.

A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures

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Avsnitt(166)

Episode 6: IN FOCUS: “U.S. beneficiaries of Canadian estates"

In this week's episode we are IN FOCUS discussing a more advanced wealth planning topic of “U.S. beneficiaries of Canadian estates: U.S. tax issues applicable to inheriting shares of Canadian corporat...

31 Maj 202330min

Episode 5: Do I Have Enough Life Insurance?

In this week's episode we will discuss a variety of timely investing financial planning topics, including:1) Is it wrong to go on a lavish Passover program?2) Do I have enough life insurance?3) Impact...

24 Maj 202327min

Episode 4: IN FOCUS: "Coming to America: Pre-Immigration Tax and Estate Planning Considerations”

In this week's episode we are IN FOCUS discuss a more advanced wealth planning topic of "Coming to America: Pre-Immigration Tax and Estate Planning Considerations” featuring: Michael Wildes, Managing...

17 Maj 202359min

Episode 3: Spring Cleaning Your Finances

In this week's episode we will discuss a variety of timely investing financial planning topics, including:1) Does diversification work2) Will we retest the October lows3) Financial planning t...

10 Maj 202326min

Episode 2: IN FOCUS: "State Tax Audits Preparing for the Inevitable"

In this week's episode we are IN FOCUS to discuss the advanced wealth planning topic of “State Tax Audits Preparing for the Inevitable” featuring Scott Brian Clark Esq., CPA, LLM., Chair - Multistate ...

3 Maj 202328min

Episode 1: Multi-Family Real Estate vs. 401(k)

In this week's episode we discuss a variety of timely investing financial planning topics, including:1) Getting rid of a whole life policy2) How much to spend on a chosson's watch3) Hard money lending...

28 Apr 202322min