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 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...

Episode 86: Should I Sell My Rental Home and Invest The Proceeds In The Market? 11.12.2024 20:39

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: The Oldest And Most Effective Financial Planning Strategy   2.   This week’s quote is from Jim Carrey.   3.   Should I bu...

Episode 85: IN FOCUS: Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End 04.12.2024 33:00

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 cover “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End.” This episode will cover a variety of financial planning topics related to year-end planning. The goal is for l...

Episode 84: IN FOCUS: To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors 27.11.2024 27:17

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 Krista Fenske an attorney at law firm Cole Schotz P.C. based in Hackensack, NJ. Krista will be speaking on the t...

Episode 83: Where Do I Park My Cash Now? 20.11.2024 17:35

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 Do I Park My Cash Now That Rates Are Falling? 2.   This week’s quote is from Seth Klarman. 3.   My advisor is a strong propon...

Episode 82: IN FOCUS: “International Estate Planning - Traps for the Unwary" 13.11.2024 32:34

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 K. Eli Akhavan who is a Partner at the law firm Grant, Herrmann, Schwartz & Klinger based in New York. Eli w...

Episode 81: New President! What Now? 06.11.2024 20:21

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: Politics & Your Portfolio: Investment Dos And Don’ts During The Election Season 2.   This week’s quote is from Giannis Antetokounmpo. 3. ...

Episode 80: IN FOCUS: "Generation-Skipping Transfer Tax Tricks and Traps” 30.10.2024 30:15

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 Bruce Steiner , Of Counsel at the New York City based law firm Kleinberg Kaplan, Wolff & Cohen. Bruce will d...

Episode 79: Should I mimic the investment strategies of politicians? 23.10.2024 16:57

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: Buying my wife new clothes and jewelry before yom tov 2.   This week’s quote is from Jason Zweig’s father. 3.   What's an interval...

Episode 78: IN FOCUS: "Going to the Sunshine State? Tax Considerations in Florida Planning” 16.10.2024 59:14

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 cover "Going to the Sunshine State? Things to know before you get burned: Considerations in Florida Planning” featuring Adina Lewis, Esq. and Lawrence Garbuz, Esq.   Today’s show is a recording from Session # 3 of the Ye...

Episode 77: A Time For Spiritual & Financial Introspection 09.10.2024 17:05

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 Time For Spiritual & Financial Introspection 2.   This week’s quote is from Walt Disney. 3.   I do well financially, but when...

Episode 76: IN FOCUS: "Charitable Giving: Timely Strategies and Considerations Under Jewish Law" 02.10.2024 59:06

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 cover "Charitable Giving: Timely Strategies and Considerations Under Jewish Law" featuring Elizabeth Forspan, Esq. of Forspan Klear LLP, Rabbi Daniel Z. Feldman of Yeshiva University and Congregation Ohr Saadya of Teaneck, an...

Episode 75: What Percentage of My Portfolio Should Be In Alternative Investments? 25.09.2024 22:06

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.   Spending Money On Things Vs. Experiences 2.   This weeks quote is from Tony Robbins 3.   How much should I invest in “alts”? 4.   My...

Episode 74: IN FOCUS: “Estate Planning If You have Assets/Heirs In Israel" 18.09.2024 58:44

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 cover “Estate Planning If You have Assets/Heirs In Israel" featuring Avi Z. Kestenbaum , Partner at Long Island based Meltzer Lippe.   Today’s show is a recording from session # 1 of the Yeshiva University & ParkBrid...

Episode 73: Human Financial Advisor vs. Robo Advisor 11.09.2024 18:01

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.   Importance of Investor Alpha 2.   Quote from JP Morgan. 3.   I’m retiring soon and want to maximize my income. Should I search for the highest payi...

Episode 72: Paying For A Wedding When Machatanim Disagree 04.09.2024 16:47

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.   Paying For A Wedding When Machatanim Disagree 2.   Quote from Dwight Eisenhower 3.   I’m genuinely terrified of a potential Harris' presidency. She...

Episode 71: Strategies For Getting Laid Off Before You’re Ready To Retire 28.08.2024 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.   Strategies For Getting Laid Off Before You’re Ready To Retire. 2.   This week’s quote is from Benjamin Franklin. 3.   Thoughts on Kamala Harris’s p...

Episode 70: Money Lessons From The Olympics 21.08.2024 16:18

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.   Money Lessons From The Olympics 2.   This week’s quote is from Warren Buffett. 3.   I have a family member who is drowning in credit card debt. Tha...

Episode 69: The Destruction of Wealth 13.08.2024 19:11

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.   The Destruction of Wealth: Six Wealth Killers Every Investor Should Avoid 2.   This week’s quote is from Jeremy Siegel. 3.   How does Trump's assas...