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)  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...

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 “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries” featuring Lisa Presser and Brian Balduzzi both of the law firm Faegre Drinker Biddle & Reath b...

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)  What investors can learn from the medias terrible coverage of the Gaza/Israel war 2)  Quote from financial writer Nick Murray on investors biggest risk. 3)  Does my son i...

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 discuss “Qualifying as Qualified Small Business Stock (Section 1202)” featuring Andrew Katzenberg who is a Partner at ArentFox Schiff LLP based in both Washington DC and New York City.   This week’s episode show will cov...

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 Great New York Earthquake Of 2024: Lessons For Financial Preparedness 2)  Quote from FDR on Money and Happiness 3)  The Summer Financial Challenge 4)  Why d...

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 discuss “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent” featuring Marc Misthal and Michelle Yeung both of Offit Kurman based in New York City.   This week’s episode...

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.   “It’s not a vacation. It’s a lifestyle!” 2.   ParkBridge Turns Two: Reflections On Being a Business Owner 3.   “No Pain, No Gain!” 4.   How...

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 discuss “Hot Topics in NYS/NYC Residency and Personal Income Taxes” featuring Timothy P. Noonan , Partner - Tax Residency Practice Leader, Hodgson Russ LLP based in Buffalo and New York City.   This week’s episode show 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)  The intersection of psychology and investing 2)  Quote from legendary money manager, Peter Lynch, about planning for the next market correction 3)  I’m in my mid 50s and...

This week, join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we discuss “The Latest and Greatest in Aggressive Tax Strategies” featuring Matthew E. Rappaport , Esq., LL.M., Vice Managing Partner, Falcon Rappaport & Berkman LLP.   Today’s show will cover a spectrum of availa...

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: In honor of Jonathan’s 39th birthday (April 17th), he will share 39 timeless personal finance lessons with listeners. Enjoy!   Stay connected: 1) Questions? Comments? Reach out to Jonathan@ParkBridge...

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) Personal Finance Rules Of Thumb (With A Frum Twist) 2) Too many 1099s during tax season? Solution to consider. 3) Old adage about investors in Bear Markets 4) Am I a rookie investor event though I’m ma...

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) Are Annuities A Good Investment? 2) This week’s money quote, which is from the late great, Daniel Kahneman, who passed away last week at the age of 90. 3) My kid is dating a girl seriously, but neither...

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: ***Note: I am participating as a panelist on a webinar hosted by ETF.COM entitled “The Future of Sustainable Investing” hosted by ETF.com. I will be discussing how I implement sustainable strategies for m...

This week, 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 discuss will “Women and Wealth: Challenges and Strategies for Female Clients" featuring Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management .   Today’s show will cover the themes, challe...

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 Golden Calf, Vanderbilts, And Touro Synagogue 2)  Quote from Warren Buffet on leaving money to kids. 3)  What is the S&P 500 and Dow Jon...

This week, 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 discuss will “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel)” Avi Z. Kestenbaum , Esq., LLM, Partner, Meltzer, Lippe, Goldstein & Bre...

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.   Why the most important financial decision most people will make is who they decide to marry. 2.   This week’s money quote from Chris Rock about wealth 3. &nb...

This week, 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 discuss will “CRTs as “Stretch IRA” Substitutes” featuring Evan Unzelman , Chief Executive Officer of CRT Experts LLC based in Leesburg, Virginia.   Today’s show will cover how without proper planning, the SEC...