Episode 110: IN FOCUS: Gifts and Bequests from Covered Expatriates with John Kiely (McDermott Will & Emery)
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. This week, we will go IN FOCUS where we cover more a...
28 Maj 202528min
Episode 109: How I Found My Bashert & Manage My Money
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. ...
21 Maj 202520min
Episode 108: IN FOCUS: Hot Topics in NY Tax Audits and Enforcement with Timothy Noonan (Hodgson Russ)
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. This week, we will go IN FOCUS where we cover more a...
14 Maj 202530min
Episode 107: Taking Out Credit Card Debt To Pay For A Wedding
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. ...
7 Maj 202522min
Episode 106: IN FOCUS: Over-Looked Estate Planning Tips to Consider for 2025 with Brian Balduzzi and Lisa Presser (Faegre Drinker)
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. This week, we will go IN FOCUS where we cover more a...
30 Apr 202532min
Episode 105: Financial Considerations Before Making Aliyah
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. ...
23 Apr 202521min
Episode 104: The Passover Paradox
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. ...
16 Apr 202520min
Episode 103: Life and Investing Wisdom from Confucius & George Carlin
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. ...
9 Apr 202521min
