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)   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...

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...