Jonathan On Money

Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:   1) Solving the College Tuition Puzzle Is Only Getting Harder 2) Quote from Howard Marks on horse racing 3) I’m 67 years old and just sold my house in Brooklyn for $2.5 million. What do I do with the cash...

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 “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers” Martin Shenkman , Founder of Shenkman Law in New York.   Today’s show is on Spousal lifetime access trusts or “SLATs”, which a...

Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:   1)   Is Spending Yeshiva Break In Florida Financially Prudent? 2)   Quote from investment industry legend, and founder of Vangaurd, Jack Bogle 3)   I live in Houston and ren...

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 “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset” featuring Jay J. Scharf, Esq., LL.M , Partner, McDermott Will & Emery LLP and John S. K...

Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:   1)   Should I Pay For The Young Couple’s Shana Rishona In Israel 2)   Quote from musician, John Mayer, and wishing for less time 3)   My portfolio was down in 2023 when it s...

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 “Long Term Care Costs and Options at Varying Degrees of Wealth” featuring Elizabeth Forspan , Esq. Partner at Forspan Klear, LLP.   Today’s show will discuss various options for preparing your clients an...

Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:   1)   6 ways to lower your taxes in retirement 2)   Steve Martin on spending money 3)   Why are yiddim so good at making money? 4)   Picking a new financial ad...

Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:   1)   Seven Ways To Invest In Israel Today Given The War In Gaza 2)   A quote about aging and finances 3)   Should I leave a soul crushing job if I need the money? 4) &n...

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 “Selecting an Asset Protection Plan – Strategies and Pitfalls” featuring: K. Eli Akhavan, Esq., LL.M. , Partner, Grant, Herrmann, Schwartz & Klinger LLP.   Today’s show will cover the complex landsca...

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)   Is college still a good investment? 2)   A tribute to Charlie Munger 3)   Converting dollars to shekel to purchase an apartment in Israel 4)   Where can I get 7% annualized returns consistently? 5)   27 yea...

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “ “Last Minute 2023 Wealth Planning Ideas: Ensuring Your Clients Make the Right Moves Before Year-End” featuring:   Jonathan I. Shenkman, AIF® , President & CIO, ParkBridge Wealth Management   Today’s show will cover a variety of financial planning topics related to yea...

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)   A Time To Be Thankful (Even During Challenging Times) 2)   There is nothing new on Wall Street 3)   Thankful to be a US based investor 4)   Thankful for the ability to speculate 5)   Thankful for investment...

In this week's episode I share a speech I gave at the Young Israel Talmud Torah of Flatbush on November 11, 2023 at 8:15pm.   I discussed a variety of important topics including.   1.   Jewish Inflation 2.   Estate Planning 3.   Charitable Giving/Tzedakah 4.   Keeping up with the Goldsteins 5.   Being tznius about...

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss  “Moving to Israel: Top Financial Planning Considerations” featuring:   Boaz Feinberg, Leading Partner in the Tax Department, Arnon Tadmor – Levy   Today’s show will cover the tax considerations associated with immigrating to Israel. Whether you are a student in your 20s, a...

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)   The Reverse Obituary 2)   Getting out of your own way (with investing and life) 3)   How do I unlearn my parents bad financial habits? 4)   Did high rates have an impact on any investments? 5)   Do you chan...

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss ““Selling a Family Business: Legal, Financial, and Estate Planning Considerations” featuring:     Bernadette Kasnicki , Esq., LL.M, Partner, Rivkin Radler, LLP Michael Richmond , Managing Director, The DAK Group Avi Sinensky , Esq., Partner, Rivkin Radler, LLP   Today’s sho...

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)   Back To The Basics: Using The “Bucket Approach” To Financial Planning 2)   Making it to Boca 3)   What happens if we’re in a recession? 4)   Should I move to cash to avoid this market volatility? 5)   How s...

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “Taxation of Supplemental Needs Trusts” featuring:   Amy C. O'Hara , Esq., CELA®, Partner, Littman Krooks LLP   Today’s show will provide an overview of income, gift and estate taxation of both first-party and third-party supplemental needs trusts. Listeners will learn about whi...

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)   Back To The Basics: Investing Is Like A Birthday Cake 2)   Morgan Housel on Warren Buffett’s secret to success 3)   Is college worth the cost? 4)   My company offers a Roth and Traditional 401(k). Can I stop contributing...

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “Planning Under SECURE 2.0 and the Proposed Regulations” featuring:   Bruce D. Steiner , Esq. LL.M, Of Counsel, Kleinberg, Kaplan, Wolff & Cohen, P.C.   By way of background, this episode will discuss: 1. The changes under SECURE 2.0 and the proposed regulations. 2. Changes...

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)   Why My Year In Israel Was One Of The Best Investments I Have Ever Made 2)   Quote from Dave Ramsey on his portfolio returns. 3)   Doing teshuva when the market is down 4)   What's the difference between nominal and real r...

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss “A Practical Guide on the Lifecycle of Planning for Art Collections.” Featuring:   Sherri Cohen, Esq. , Senior Vice President - Global Head of Fiduciary Client Group, Sotheby’s   By way of background, this show will address the current global art market, including the latest tren...

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)   Reflecting On The Past Year: 6 Lessons For Investing And Life 2)   Quote from Pirkei Avot about money and life 3)   It is not fair that the rich keep getting richer. How do we break the cycle? 4)   Why do so many people a...

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)   Money Advice Every Parent Should Give Their Children 2)   Theodore Roosevelt on taking risks 3)   Using credit card points to travel 4)   Helping dad out with his IRS audit 5)   Paying an advisor if portfol...

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)   Affording a frum lifestyle: Increase Your Household Income 2)   Appreciating tradeoffs and living your rich life 3)   Paul Samuelson on investing 4)   The correct global equity allocation 5)   What to do wi...