Jonathan On Money

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)   Affording a frum lifestyle: A proactive approach 2)   Financial Benefits of relocating 3)   Mike Ditka on success 4)   What is the ideal net worth? 5)   How to invest if I think we are entering the Dark Age...

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)   Supporting Kollel Kids And Retirement: A Difficult Puzzle To Solve 2)   Sir John Templeton four most dangerous words in investing 3)   The merits of T-Bills in retirement 4)   When is it appropriate to add private real es...

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss “Taxation of Cryptocurrency, NFTs, and Decentralized Finance.” Featuring:   Matthew E. Rappaport, Esq., LL.M. , Vice Managing Partner - Chair of Taxation and Private Client Groups, Falcon Rappaport & Berkman PLLC   By way of background, the launch of Bitcoin in early 2009 see...

***Request from Jonathan: If you enjoy this show, please rate it on your podcast platform. It will help other personal finance enthusiasts find the podcast. The more people that listen, the more helpful feedback I receive and it allows me continuously improve the show. Thank you!*** In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)...

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss “Financial Planning for Orthodox Jewish Families: There is Nothing Average About A Frum Lifestyle.” Featuring:   Jonathan I. Shenkman, AIF® , President at Shenkman Wealth Management   Today’s episode will discuss financial planning for Orthodox Jewish families.   By way of b...

In this week's episode we will discuss a variety of timely investing financial planning topics, including:   1)     7 Ways to Build Your Human Capital 2)     Mark Twain on getting ahead 3)     Is it ever financially prudent to get premium gas? 4)     What's the optimal amount of times a year to...

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss “Using Tax Insurance to Achieve Tax Certainty in Estate Planning and Wealth Management” featuring:   Daniel Berger , Esq., Senior Vice President, Head of Tax Insurance at Lockton Companies   Michael Saitta , Esq. Head of Tax Insurance for the Berkshire Hathaway Transactional Liab...

In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1)     Why I’m proud to be an American Investor 2)     Benjamin Franklin on money 3)     Planning for a child with disabilities 4)     How to manage and invest a large lump sum of cash? 5)&nbsp...

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss “Ten Timeless Investing Principles and How They Apply in Today’s Market” featuring:   Jonathan I. Shenkman, AIF®, President, Shenkman Wealth Management   Just By way of background, a judicious investment strategy incorporates timeless investment principles, many of which have bec...

In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1)     Laid Off Before You’re Ready To Retire? What To Do Now? 2)     Financial Planning Checklist For LGBTQ Families 3)     Will artificial intelligence allow investors to achieve outsized returns? 4)  &nbsp...

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss "Private Foundations: The 5 deadly sins (or excises taxes)” featuring:   Andrew S. Katzenberg, Esq., LL.M. , Partner, ArentFox Schiff   By way of background, a private foundation is a type of charitable organization that is typically established by a high-net-worth individual, fa...

In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1)     The futile pursuit of perfection 2)     The “Kiddush Club Portfolio” 3)     Should I prioritize paying Yeshiva tuition bills over retirement savings? 4)     Definition of work life balan...

In this week's episode we are IN FOCUS discussing a more advanced wealth planning topic of “U.S. beneficiaries of Canadian estates: U.S. tax issues applicable to inheriting shares of Canadian corporations” featuring:   Beatriz Davila , M.Sc., CPA, Partner, MNP Sergei Titorenko , LL.B, JD, LLM., Senior Manager, MNP     By way of background, this episode will cover the US taxation and...

In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1) Is it wrong to go on a lavish Passover program? 2) Do I have enough life insurance? 3) Impact of investment timeframe 4) ESG investing 5) Indexed Universal Life Insurance 6) What to do with a lousy 401(k) 7) Scared to get back into the market 8) Asse...

In this week's episode we are IN FOCUS discuss a more advanced wealth planning topic of "Coming to America: Pre-Immigration Tax and Estate Planning Considerations” featuring:   Michael Wildes,  Managing Partner, Wildes and Weinberg, P.C. K. Eli Akhavan , Partner, Steptoe & Johnson LLP Lawrence M. Lipoff , Director, CohnReznick LLP   By way of background, when someone moves to th...

In this week's episode we will discuss a variety of timely investing financial planning topics, including: 1)    Does diversification work 2)    Will we retest the October lows 3)    Financial planning tips for new “influencers” 4)    Suggestions for overcoming inertia and moving cash you don’t need into the market 5)&...

In this week's episode we are IN FOCUS to discuss the advanced wealth planning topic of “State Tax Audits Preparing for the Inevitable” featuring Scott Brian Clark Esq., CPA, LLM., Chair - Multistate Tax Practice, Day Pitney LLP.   By way of background, COVID has changed the landscape with respect to tax issues, and State & Local taxes are no exception. This is particularly true for folks...

In this week's episode we discuss a variety of timely investing financial planning topics, including: 1) Getting rid of a whole life policy 2) How much to spend on a chosson's watch 3) Hard money lending 4) Multi-Family Real Estate vs. 401(k) 5) Former President Trump's indictment and the impact on your portfolio 6) Gifting vs. Inheriting Assets 7) Maintaining a large cash position within your por...