Jonathan On Money

Business EN ↓ Odcinki: 186

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 & est...

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.ParkBridgeWealth.com

Autor

Jonathan On Money

Kategoria

Business

Strona podcastu

www.ParkBridgeWealth.com

Ostatni odcinek

11 lis 2026

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Odcinki

Episode 161: IN FOCUS: Hot Topics in State Tax Residency - Audit Enforcement and Wealth Taxes with Tim Noonan (Hodgson Russ) 20.05.2026 29:58

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 go IN FOCUS where we explore more advanced wealth planning topics.        Today, we are joined by Timothy Noonan from the law firm Hodgson Russ LLP...

Episode 160: Ten Commandments For Retirement Readiness, Negotiating A Higher Salary, Scheduling Happiness, & Planning For Gvirim 13.05.2026 27:03

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.   Talking points: Financial Planning Strategies for the Gvirim Among Us 2.   This week’s quote is from Scott Clary on schedulin...

Episode 159: IN FOCUS: Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps with Lisa Presser and Brian Balduzzi (Faegre Drinker) 06.05.2026 29:03

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 go IN FOCUS where we explore more advanced wealth planning topics.        Today, we are joined by Lisa Presser and Brian Balduzzi both from the law firm F...

Episode 158: Affording The Five Towns, Inherited Real Estate, Dress To Impress, & High Returns Using ETFs 29.04.2026 19:58

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.   Talking points: Inherited Real Estate with Siblings: What to Do When You Want to Sell and They Don’t 2.   This week’s quote i...

Episode 157: IN FOCUS: When the Family Is the Business - Why You Need a Real Partnership Agreement with Av Sinensky (Falcon Rappaport & Berkman) 22.04.2026 57:21

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 go IN FOCUS where we explore more advanced wealth planning topics.       Today, we are joined by Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP...

Episode 156: Pesach Programs, Reinvesting Dividends, and Are Teachers Underpaid 15.04.2026 24:36

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.   Talking points: Financial Planning Advice for Frum Families Struggling to Make Ends Meet 2.   This week’s quote is from Morga...

Episode 155: IN FOCUS: Retirement 2.0 - Modern Planning Strategies for 2026 07.04.2026 32:37

Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.       Today, Jonathan will discuss Today, I discuss “Retirement 2.0: Modern Planning Strategies for 2026.”   By way of background, retiring in 2026 looks very different from your parent's or grandparent's retirement....

Episode 154: The Seder & Investing, Retiring Into a Down Stock Market, Working With A $400 million Client 31.03.2026 24:25

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:         *** My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com ***   1.   Talk...

Episode 153: IN FOCUS: Highlights of the 2026 Heckerling Institute on Estate Planning with Kevin Matz (ArentFox Schiff) 25.03.2026 59:58

*** My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com *** Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.       Today, we are joined by Kevin Matz of ArentFox Schiff LLP based in New York City who wi...

Episode 152: Annuity vs Lump Sum Payment, Does Your Yeshiva Have A Good 401(k) & My Best Purchase For Under $100 18.03.2026 28:31

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:        *** My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com ***   1.   Talking po...

Episode 151: IN FOCUS: How to Shift CRT Benefits to Children Under Today’s Tax Rules with Evan Unzelman (CRT Experts) 11.03.2026 27:45

*** My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com *** Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.       Today, we are joined by Evan Unzelman of CRT Experts, LLC. based in Leesburg, Virginia...

Episode 150: Tax Strategies For Irrevocable Trusts & Hidden Financial Lessons From The Megillah 04.03.2026 20:09

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:        *** My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com***   1.   Talking poi...

Episode 149: Financial Advisors That Should Be Put In Cherem, Money Advice for Travis & Taylor, and Wyoming Holding LLC 25.02.2026 26:51

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:        *** My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com ***   1.   Talking po...

Episode 148: IN FOCUS: Escape from New York - Tax & Estate Planning Considerations For Moving To Florida Or Israel with Boaz Feinberg and Lawrence Garbuz 18.02.2026 54:40

*** My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com *** 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 go IN FOCUS where we explore more advanced wealth planning topics. Today,...

Episode 147: How Much To Spend On A Chassan Watch, Tradeoffs, ROI of Baha Mar & All You Can Eat Buffets 11.02.2026 25:17

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:        *** My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com !   1.   Talking poin...

Episode 146: IN FOCUS: Overcoming Estate and Elder Care Planning Hurdles with Elizabeth Forspan (Forspan Klear) 04.02.2026 55:09

*** My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com *** Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.       Today, we are joined by Elizabeth Forspan from Forspan Klear LLP based in Great Neck, N...

Episode 145: Investing In AI, Raising Money Smart Kids, and Investing In Israel vs. Palestine 28.01.2026 26:16

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:     *** My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com !   1.   Talking points: Raising Money-...

Episode 144: How Much To Spend on a Date, Dave Ramsey On Choices, & Are Vanguard's Fees Compelling? 21.01.2026 21:53

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:    *** My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com !   1.   Talking points: How Much Should You...

Episode 143: IN FOCUS: Asset Protection in 2026 - SLATs, DAPTs, SPATs and more Acronyms with Marty Shenkman (Shenkman Teitz) 14.01.2026 1:00:45

*** My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com *** Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.     Today, we are joined by Martin M. Shenkman , Founder, Shenkman Teitz based in New York. Marty will...

Episode 142: Trump Accounts, Marriage & Money, and The Next Recession 07.01.2026 21:27

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:   *** My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com !   1.   Talking points: Should You Merge Finances...

Episode 141: Does The Principal Of Your Child's School Make Too Much Money, Chris Rock On Wealth, & Capitalism vs. Socialism 31.12.2025 18:30

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:   *** My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com !   1.   Talking points: Reflections on the $10 suf...

Episode 140: IN FOCUS: Asset Protection and Personal Guaranties with Eli Akhavan (Grant, Herrmann, Schwartz & Klinger) 24.12.2025 30:41

*** My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www. JonathanOnMoney.com — just in time for the holiday season!*** Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.     Today, we are joined by K. Eli Akhavan a Partner at Grant, He...

Episode 139: The Frum Community Has a Spending Problem, Chosson Gifts, Annuities, & Chizzuk From Jerry Rice 17.12.2025 19:26

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.   Talking points: The Frum Community Has a Spending Problem (And It’s Not What You Think)   2.   Our quote this week is from Jerry Rice on doing what others w...

Episode 138: IN FOCUS: 2025 Last Minute Wealth Planning Ideas with Jonathan Shenkman (ParkBridge Wealth) 10.12.2025 35:31

***My NEW Book*** I’m thrilled to announce the launch of my very first book: “ D is for Diversification: The ABCs of Personal Finance.” Available on AMAZON or at www. JonathanOnMoney.com — just in time for the holiday season! Your support means the world — and if you enjoy it, I’d be grateful for your ⭐⭐⭐⭐⭐ reviews on Amazon!***   Join Jonathan I. Shenkman , President & CIO of ParkBr...

Episode 137: IN FOCUS: Legal Protections for Vulnerable Young Adults with Amy O'Hara (Littman Krooks) 03.12.2025 26:12

Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.     Today, we are joined by Amy O'Hara, Esq. CELA®,  Partner at Littman Krooks based in Westchester, NY. Amy will be discussing “Legal Protections for Vulnerable Young Adults: Promoting Independence While Providing Safeguards”....