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 136: What I'm Thankful For, Buffet’s Farwell, & Investing In Friend's Real Estate "Deal" 26.11.2025 21:23

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: Should I Invest in My Friend’s Real Estate Deal? 2.   Our quote this week is from Warren Buffett’s final shareholder letter. [Link to full shareh...

Episode 135: IN FOCUS: Business and Real Estate Succession Planning with Avi Kestenbaum (Meltzer, Lippe) 19.11.2025 30:35

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 Avi Z. Kestenbaum , Esq. LL.M , Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP. Avi will be discussing “Business and Real Estate Succession Planning.”     By way of background, Bu...

Episode 134: Don't Patschke With Your Money, Investing Missteps When Rates Fall, & The Impact of AI On Your Job 12.11.2025 17:44

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: 3 Mistakes Investors Make When Interest Rates Fall–and How to Avoid Them   2.   Our quote this week is from Eugene Fama on soap   3.&nb...

Episode 133: IN FOCUS: State Income Taxation Of Trusts with Andrew Katzenberg (ArentFox Schiff) 05.11.2025 33:19

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 Andrew Katzenberg , Partner, ArentFox Schiff LLP. Andy will be discussing “State Income Taxation Of Trusts.”   By way of background, As the estate exemption has risen, practitioners have had to shift...

Episode 132: The Financial Lesson From The Great Flood, Roth IRA Conversions In Retirement, & Chiddushim From Mother Teresa 29.10.2025 20:13

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 Great Flood & Managing Risk   2.   Our quote this week is from Mother Teresa on staying true to your values  ...

Episode 131: IN FOCUS: Structuring Buy-Sell Agreements Right with Jack Elder (Kestra Insurance Planning) 22.10.2025 26:55

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 Jack Elder, Esq. LL.M, Head of Advanced Planning at Kestra Insurance Planning. Jack will be discussing “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know.”   By way of ba...

Episode 130: Non-Financial Retirement Considerations, Private Assets in ETFs, & My Weekly Family Financial Strategy Session 16.10.2025 19:45

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: Retirement Planning Considerations Beyond Your Portfolio   2.   Our quote this week is from Charlie Munger on simplicity....

Episode 129: Trump's Performance, Your Friends Are Holding You Back, & Developing Content 09.10.2025 21:03

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: The Reason You Can’t Get Ahead Financially: Your Friends!   2.   Our quote this week is from Andrew Carnegie on the impo...

Episode 128: Rules For Contributing To Multiple Retirement Accounts & Forecasting Your Future Tax Rate 01.10.2025 24:16

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:      1.   Talking points: Limitations with contributing to multiple employer retirement accounts             2. &...

Episode 127: IN FOCUS: Snowbird Domicile and Choice Of Law with Bruce Steiner (Kleinberg, Kaplan) 25.09.2025 29:51

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 will cover more advanced wealth planning topics.     Today, we are joined by Bruce D. Steiner, Esq. LL.M. Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will b...

Episode 126: Getting By On Only 400K, Giving With A Warm Hand, And Is It Permitted To Buy German Products 17.09.2025 19:44

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: Getting by on just $400,000 a year.         2.   Our quote this week is about giving.   3.&n...

Episode 125: IN FOCUS: Tax Issues with Distressed Real Estate with Matthew E. Rappaport (Falcon Rappaport & Berkman LLP) 10.09.2025 31:47

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 will cover more advanced wealth planning topics.   Today, we are joined by Matthew E. Rappaport, Esq., LL.M.  of Falcon Rappaport & Berkman LLP based in Long Island, New York. Matthew wi...

Episode 124: Summer Road Trip, The Pursuit Of Investment Perfection, and Making Aliyah With No Job 03.09.2025 27:11

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: Part 2 of the account hierarchy      2.   Our quote this week is from Teddy Roosevelt about the man in the arena...

Episode 123: Dumb Kiddush Club Advice, Leaving A Legacy, & Not Living Life In The Rearview Mirror 27.08.2025 21:13

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 account hierarchy   2.   Our quote this week is an anonymous quote and provided inspiration on how to start a new vent...

Episode 122: Tariffs & Inequality, Marketing Tips, Trump/Putin Summit, and How to Panic Prudently 20.08.2025 21:29

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: 5 strategies to panic prudently during a market downturn   2.   Our quote this week is from J.P. Morgan on betting on Amer...

Episode 121: Commercial Real Estate, Managing A Financial Windfall, & Sports Betting Within Your Portfolio 13.08.2025 21:59

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: How to manage a financial windfall   2.   Our quote this week is from Johnny Depp on paying for privacy     3.&n...

Episode 120: Morning Routines, ROI on Pesach Getaways, Birthday Parties & 529 Accounts, and Financial Wisdom From Proverbs 06.08.2025 21:41

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: Timeless Financial Wisdom From Mishlei (Proverbs)   2.   Our quote this week is from Peter Lynch on anticipating market co...

Episode 119: How Do We Get Yeshivas To Stop Raising The Price Of Tuition? 30.07.2025 19:47

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: Overcoming Antisemitism By Investing In Your Jewishness   2.   Our quote this week is from Charlie Munger on avoiding big...

Episode 118: IN FOCUS: One Big Beautiful Bill Act - Overview & Planning Ideas with Marty Shenkman (Shenkman Law) 23.07.2025 22:13

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 will go IN FOCUS where we cover more advanced wealth planning topics.   Today, we are joined by Martin M. Shenkman of Shenkman Law, who will discuss a the “One Big Beautiful Bill Act: Overview & Planning Ideas.” &nbsp...

Episode 117: Solving The Yeshiva Tuition Crisis By Signing "The Yeshiva Pledge" 16.07.2025 24:42

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:      Talking points: Making Yeshiva Tuition More Affordable: It’s Simple, But Not Easy   1.   Our quote this week is from Bejamin Graham on an investor’s chie...

Episode 116: Should I Wait To Purchase A Home Given The High Rates And High Prices? 09.07.2025 21:12

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: Why buying a home is a bad investment, but usually good financial decision   2.   Our quote this week is from Howard Marks...

Episode 115: Should I Invest In A Restaurant? 02.07.2025 19:53

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:   1.   Talking points: A summer financial checklist   2.   Our quote this week is from Randy Pausch on how to gain great experience   3.   My ad...

Episode 114: IN FOCUS: Is ESG Investing A Marketing Ploy with Jonathan Shenkman (ParkBridge Wealth) 25.06.2025 29:48

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 will cover more advanced wealth planning topics.   Today, I discuss “Impac...

Episode 113: Do I Need A Crypto Coach? 18.06.2025 16:34

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: Starting to invest at age 40   2.   This week’s quote is from Winston Churchill on failure   3.   Did I make a mistake by...

Episode 112: IN FOCUS: Understanding Pass-Through Entity Taxation with Angelika Herburger and Russell Ephraim (CBIZ Advisors) 11.06.2025 27:39

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 will cover more advanced wealth planning topics.   Today, we are joined by Angelika J. Herburger and Russell S. Ephraim , of CBIZ Advisors LLC based in New York City. Angelika and Russell will be...