Jonathan On Money

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...