Jonathan On Money

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...

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...

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...

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...

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...

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. ...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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)  Living Dangerously: A Theme For The Three Weeks And Investing 2)  Quote by Senecca on wealth. 3)  I don’t have enough money to buy a house in my current com...

***SIGN UP: Yeshiva University & ParkBridge Wealth Management: Tax, Estate, and Wealth Planning Symposium” (3 CPE/CLE*) on Tuesday, September 10th 2024 @ 8:30am-12:00pm. Registration & Program Information  here . ***   Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and finan...

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.  How Can So Many People Afford To Do Construction? 2.   Quote is from Harry Markowitz on diversification and lunch. 3.   Am I spending too much money on t...

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. This week we discuss “HOT TOPICS” in the field of wealth management where Jonathan and a guest go through several timely topics that are relevant to advisors and investors.   Today, we are pleased to welcome M...

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) Should You Buy Nvidia? 2) This week’s quote is from John D. Rockefeller on the importance of giving. 3) AI is the buzzword these days, but I’m generally concerned that it will replace hu...

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 “Children & Money: Timeless Strategies To Transmit to The Next Generation” featuring Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management Based in New York.   In today’s show, I will draw...

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)  Rethinking Your “Bucket List” In Retirement 2)  ***SPECIAL SECTION*** Personal Finances Lesson for all the Dads out there! 3)  Do I not have enough allocated to Nvidia? I...