Jonathan On Money

Business EN ↓ 168 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...

Author

Jonathan On Money

Episodes

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...

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...