Jonathan On Money

Business EN ↓ 186 episodes

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...

Be sure to visit the podcast's website and support the creator: www.ParkBridgeWealth.com

Author

Jonathan On Money

Episodes

Episode 186: IN FOCUS: The Professional’s Guide to ABLE Accounts with Amy O’Hara (Littman Krooks) 11.11.2026 29:07

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 from Littman Krooks based in Westchester, NY. Amy will be discussing “The Professional’s Guide to ABLE Accounts.” By way of background, this episode will provide a practical overview of ABLE accounts, including e...

Episode 185: Strong Shekel/Weak Dollar, Chassidish Financial Influencers, & Is My Portfolio Prudent? 04.11.2026 29:51

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: ***Upcoming Live FALL Webinar: Thursday, November 5th @ 8:30am featuring Amy C. O’Hara from Littman Krooks LLP based in White Planes, New York and she will be speaking on “The Professional’s Guide to ABL...

Episode 184: IN FOCUS: Tax Issue Spotting for Non-Tax Lawyers with Matthew Rappaport (Falcon Rappaport) 28.10.2026 30:23

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 Matthew E. Rappaport from Falcon Rappaport & Berkman LLP based in New York City. Matt will be discussing “Tax Issue Spotting for Non-Tax L...

Episode 183: The Power Of Consistency, African Markets, & Keep On Moving 21.10.2026 21:14

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: ***Upcoming Live FALL Webinar: Thursday, October 22nd @ 8:30am featuring Matthew Rappaport from Falcon Rappaport & Berkman based in Long Island, New York and he will be speaking on “Tax Issue Spottin...

Episode 182: IN FOCUS: Planning for State Estate Taxes with Bruce Steiner (Kleinberg Kaplan) 14.10.2026 29:13

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 Bruce Steiner from Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will be discussing “ Planning for State Estate Tax...

Episode 181: Return On Hassle, Moving Assets Into Revocable Trust, & Giving Money To Minors 07.10.2026 27:30

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: ***Upcoming Live FALL Webinar: Thursday, October 22nd @ 8:30am featuring Matthew Rappaport from Falcon Rappaport & Berkman based in Long Island, New York and he will be speaking on “Tax Issue Spottin...

Episode 180: IN FOCUS: Overlooked Estate Planning Questions That AI Does Not Address with Avi Kestenbaum (Meltzer Lippe) 30.09.2026 29:42

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 Avi Z. Kestenbaum from Meltzer, Lippe, Goldstein & Breitstone, LLP based in Long Island, NY. Avi will be discussing “The Most Important an...

Episode 179: Writing Off Pesach Programs, Planning For Young Singles, & Roosevelt On Old Age 23.09.2026 32:03

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: ***Upcoming Live FALL Webinar: Thursday, October 8th @ 8:30am featuring Bruce Steiner from Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City and he will be speaking on “Planning for State...

Episode 178: IN FOCUS: NYC Pied-à-Terre Surcharge with K. Eli Akhavan (Grant, Herrmann) 16.09.2026 30:06

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 K. Eli Akhavan from Grant, Herrmann, Schwartz & Klinger LLP based in New York City. Eli will be...

Episode 177: Financial Lessons From Rosh Hashanah, My Big Win, and Using A Flux Capacitor 09.09.2026 28:33

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:      ***Upcoming Live FALL Webinar: Thursday, September 24th @ 8:30am featuring Avi Z. Kestenbaum of Meltzer, Lippe, Goldstein & Breitstone, LLP based in Long Island, New York and...

Episode 176: Cosigning On A Loan For Child, Choosing ETFs, & Financial Peace of Mind in Retirement 02.09.2026 26:52

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:     ***Upcoming Live FALL Webinar: Thursday, September 10th @ 8:30am featuring K. Eli Akhavan from the law firm Grant, Herrmann, Schwartz & Klinger LLP based in New York City and he wi...

Podcast 175: Shalom Bayit & Money, Bad Advice From A Gvir, and Seinfeld On Torture We Can Deal With 26.08.2026 30:36

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:    ***Upcoming Live FALL Webinar: Thursday, September 10th @ 8:30am featuring K. Eli Akhavan from the law firm Grant, Herrmann, Schwartz & Klinger LLP based in New York City and he will be...

Episode 174: Elul & Your Portfolio, Financial Leaks, & Supporting Kids After Marriage 19.08.2026 29:39

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: Elul and Your Portfolio: What the Month of Reflection Teaches Us About Money   2.   This week’s quote is from Benjamin Franklin about financi...

Episode 173: Leaving A Lasting Legacy, Big Houses, Skipping College, & Unmotivated Children 12.08.2026 27:26

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: What Jewish Tradition Teaches About Leaving a Lasting Legacy   2. This week’s quote is from Harvey Firestone on big houses.   3. I planned to spend a few years...

Episode 172: ROI On Plastic Surgery, AI, Richard Nixon, OnlyFans, & More 05.08.2026 37:19

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: Can AI Really Answer All Your Financial Questions? 2. This week’s quote is from Richard Nixon on purpose. 3. I earn significant income on OnlyFans. How should I m...

Episode 171: Financial Survival for the Sandwich Generation, Responsibilities Of Trustees, & Portfolio Perfection 29.07.2026 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:   1.            Talking points: When Everyone Depends on You: Financial Survival for the Sandwich Generation 2.    &nb...

Episode 170: Trump Accounts, Prenups, & Economic Challenges Facing Our Youth 22.07.2026 28:25

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:           1.   Talking points: Are Prenuptial Agreements Necessary When a Couple Has Disparate Levels of Wealth? 2.   This week’...

Episode 169: Nine Days-Nine Lessons, Single Stock ETFs, & Multiple Retirement Plan Rules 15.07.2026 32:11

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: Nine Days, Nine Lessons: What Our Period of Mourning Teaches Us About Money 2.   This week’s quote is f...

Episode 168: America At 250, Jewish Financiers Who Helped Build a Nation, and Investing in Apple Pie & BBQs 08.07.2026 29:33

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: America at 250: The Jewish Financiers Who Helped Build a Nation 2.   This week’s quote is from JP Morga...

Episode 167: IN FOCUS: Mid-Year Money Check-In - The 2026 Trends That Are Impacting Your Wealth 01.07.2026 35:37

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, Jonathan Shenkman from ParkBridge Wealth Management will be discussing “ Mid-Year Money Chec...

Episode 166: Ultimate Advice For Recent Grads, Investing In Films, & Giving up a 2.75% Mortgage 24.06.2026 19:29

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: My talking points this week will discuss The Ultimate Advice for Recent Graduates 2.   This week’s quot...

Episode 165: IN FOCUS: How to Discharge IRS and NYS Tax Liens with Scott Kestenbaum and Jill Monoson (Kestenbaum & Mark) 17.06.2026 28:42

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 Scott Kestenbaum and Jill Monoson both from Kestenbaum & Mark LLP based in Great Neck, NY....

Episode 164: Managing Bar Mitzvah Money, Are Backdoor Roth IRAs Immoral, Professionals That Are The Worst At Managing Money 10.06.2026 25:21

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: What Should My Son Do with His Bar Mitzvah Money? 2.   This week’s quote is from F. Scott Fitzgerald on how i...

Episode 163: IN FOCUS: Designing Resilient Estate Plans - Planning to Avoid Litigation with Asher Lowenstein (Lowenstein Legal) 03.06.2026 31:07

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 Asher Lowenstein Founder of Lowenstein Legal PLLC based...

Episode 162: Gambling, Gold, Advisory Fees, And Why Dividend Yields Are Falling 27.05.2026 30:36

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: Where Does Gambling Fit into My Investment Strategy? 2.   This week’s quote is from Jim Carrey on why everyon...