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 111: Ten Financial Commandments For Retirees 04.06.2025 23:14

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:   1.   Talking points: 10 Financial Commandments For Retirees   2.   This week’s quote is from Jason Zweig on good financial advice   3.   Do yo...

Episode 110: IN FOCUS: Gifts and Bequests from Covered Expatriates with John Kiely (McDermott Will & Emery) 28.05.2025 28:56

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 John S. Kiely , who is Counsel at the law firm McDermott Will & Emery LLP based in New York City. John will be discussing...

Episode 109: How I Found My Bashert & Manage My Money 21.05.2025 20:14

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:   1.   Talking points: The Role of Mazal, or luck, in Personal Finance.   2.   This week’s quote is from Charlie Munger on what it takes to be successful.   3....

Episode 108: IN FOCUS: Hot Topics in NY Tax Audits and Enforcement with Timothy Noonan (Hodgson Russ) 14.05.2025 30:02

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 Timothy Noonan a Partner at the law firm Hodgson Russ based in Buffalo and New York City. Tim will be discussing “Hot Topics...

Episode 107: Taking Out Credit Card Debt To Pay For A Wedding 07.05.2025 22:36

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: Taking out credit card debt to pay for a wedding.   2.   This week’s quote is discusses how to measure real wealth.   3.  &nbs...

Episode 106: IN FOCUS: Over-Looked Estate Planning Tips to Consider for 2025 with Brian Balduzzi and Lisa Presser (Faegre Drinker) 30.04.2025 32:22

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 Brian Balduzzi and Lisa Presser both from the law firm Faegre Drinker Biddle & Reath based in Philadelphia and Princeton,...

Episode 105: Financial Considerations Before Making Aliyah 23.04.2025 21:08

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 Considerations Before Making Aliyah   2.   This week’s quote is from Epictetus   3.   Should I be concerned tha...

Episode 104: The Passover Paradox 16.04.2025 20:26

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 Passover Paradox   2.   This week’s quote is from Christopher Columbus   3.   Should I diversify my investments out o...

Episode 103: Life and Investing Wisdom from Confucius & George Carlin 09.04.2025 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: Investing Superpowers   2.   This week’s quote is from Confucius and George Carlin   3.   Should I invest an S&P 500...

Episode 102: IN FOCUS: Common Mistakes Wealthy Families Make with Jonathan Shenkman (ParkBridge Wealth) 02.04.2025 30:48

Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we will go IN FOCUS where we cover more advanced wealth planning topics.   In this week’s show, Jonathan Shenkman will share my thoughts on “Common Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).”...

Episode 101: Tariffs: Should Retirees Be Concerned? 26.03.2025 16:43

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: Tariffs: Should Retirees Be Concerned?   2.   This week’s quote is from Ralph Waldo Emerson.   3.   What’s the difference...

Episode 100: IN FOCUS: Form 3520 Reporting Under The Proposed Regulations 19.03.2025 35:29

Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we will go IN FOCUS where we cover more advanced wealth planning topics.   Today, we are joined by Galia Antebi LL.M, Member and Head of Tel Aviv Office of Ruchelman PLLC. Galia will be discussing “Form 3520 Reporting Under The...

Episode 99: Reconsider Your Spending On Purim 12.03.2025 17:53

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: Spending On Purim: A Blueprint For How To Have A More Meaningful Chag   2.   This week’s quote is from Socrates …   3.   ...

Episode 98: IN FOCUS: Highlights of the 2025 Heckerling Institute on Estate Planning 05.03.2025 1:06:25

Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we will go IN FOCUS where we cover more advanced wealth planning topics.   Today, we are joined by Kevin Matz, Esq., CPA, LL.M. (Taxation) , a Partner, ArentFox Schiff LLP based in New York City. Kevin will be speaking on the “H...

Episode 97: Should My Roth IRA Be Invested Differently Than My Traditional IRA? 26.02.2025 17:46

Podcast 97: Show Notes 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: Hope Is Not An Investment Strategy   2.   This week’s quote is from Estee Lauder 3.   My financial advi...

Episode 96: IN FOCUS: Tax Implications of Merger and Acquisition Transactions 19.02.2025 1:03:12

Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we will go IN FOCUS where we cover more advanced wealth planning topics.   In this week’s episode, we are joined by Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking...

Episode 95: A Shtickle Rant 12.02.2025 19:23

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.   A shtickle rant…   2.   Talking points: The New Pharaoh & Planning For Change   3.   This week’s quote is from Voltaire   4.&nbs...

Episode 94: IN FOCUS: Where Good Estate Planning Equals Poor Elder Care Planning 05.02.2025 30:00

Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we will go IN FOCUS where we cover more advanced wealth planning topics.   In this week’s episode, we are joined by Elizabeth Forspan, Esq. of Forspan Klear LLP based in Great Neck, NY, who will share her thoughts on the topic o...

Episode 93: Tax Season Is Upon Us 29.01.2025 18:08

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: Jacob’s Blessings To His Children & Three Important Financial Lessons   2.   This week’s quote is from Milton Friedman   3. &nb...

Episode 92: The "401(k) Trap" 22.01.2025 17:13

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***   Join Jonathan I. Shenkman, President and Chief Inv...

Episode 91: IN FOCUS: Post-Election: The New World of Estate Planning 15.01.2025 1:00:34

Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we will go IN FOCUS where we cover more advanced wealth planning topics.   In this week’s episode, we are joined by Today, we are joined by Marty Shenkman of Shenkman Law based in New York, who spoke on the topic of "Post-Electi...

Episode 90: 7 Predictions For The Year-Ahead 08.01.2025 18:15

Episode 89: IN FOCUS: International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules? 01.01.2025 30:21

Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we will go IN FOCUS where we cover more advanced wealth planning topics.   In this week’s episode, we are joined by Boaz Feinberg a Partner at Tel Aviv based law firm, Arnon, Tadmor-Levy and he will discuss “International Taxati...

Episode 88: Success Lies In The Relentless Execution Of The Basics 25.12.2024 18:09

***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA ***   Join Jonathan I. Shenkman, President and Chief Investment Officer of Par...

Episode 87: IN FOCUS: Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility 18.12.2024 30:41

Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we will go IN FOCUS where we cover more advanced wealth planning topics.   In this week’s episode, we are joined by Amy C. O’Hara, Esq., CELA a Partner at Littman Krooks LLP based in Westchester, NY. Amy will be speaking on the...