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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 [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 making money?
5) What financial advice would you give to someone in their 30s?
6) What are your thoughts on "do it yourself investors"? Can anyone actually invest themselves? On the other hand, do you think everyone should be able to do it themselves?
7) Why isn’t SPY sufficient? It goes up annually 13%+ a year. It pretty
8) I’m a rabbi. I have a rabbi trust provision as part of my contract with my shul. Should I still save in a retirement account?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Saknas det avsnitt?
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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 him nor his girlfriend have a decent job. They want to get married, but I think they need to get their careers on track first. What say you?
4) If there is one single piece of financial advice you could give your kids what would it be?
5) I missed the big run up in Nvidia. I still think it’s a good company. Should I buy the stock now?
6) What are your thoughts on unions?
7) I’m switching employers soon and my current employer has a great 401(k) plan. What happens if my new employer does not? What strategies would you recommend?
8) Should I be concerned with the recent antitrust lawsuit by the DOJ against Apple?
9) Why would anyone use a Roth retirement option in peak earning years over a Traditional IRA since with Traditional you get tax deduction and Roth you need to pay the full tax load?
10) Pesach is right around the corner. My spouse wants to go away. We don’t have the money to do that. What do we do?
11) I only own the S&P 500 and have done very well. Admittedly, I need some guidance on my finances. My question is what type of ongoing benefit is there to working with a financial advisor. Will they be able to outperform the S&P 500?
12) What financial advice would you give to someone in their 20s?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 my clients. If interested, you can register here: https://events.etf-webinars.com/sustainable-investing/ ****
1) ESG investing: Matching Investors Portfolios With Their Values.
2) A thought provoking money quote from poet, Maya Angelou.
3) My son is getting married soon and he asked how they should split expenses and what to do with separate assets from before marriage?
4) How old does my child need to be before I can add them to my business payroll?
5) Can you breakdown the positives and negatives of 529 accounts vs a regular investment account for my kids?
6) My brother-in-law told me that my portfolio is not structured appropriately. I've been primarily invested in tech stocks and just bought the Bitcoin ETF, so my performance has been outstanding. If I've been doing so well I must be invested correctly. Is there any merit at all to his view point?
7) I have all boys and I’m afraid that if I don’t build a guest room suite my future daughters-in-law won’t feel comfortable at my house and my kids will never come visit. It’s expensive. Is it a worthwhile investment?
8) Why don’t you invest in private markets?
9) Someone told me I should open a Roth IRA for my kids. What are the benefits of this?
10)I’m looking at getting started in the financial advisory business. I got an offer from a group within one of the big firms. It’s run by a father and son team. They said I could make partner within a few years. Dad will also retire soon and that should allow for even more opportunity. Does this seem like a good opportunity to you?
11) I’m getting married soon. Second marriage, but I'm still relatively young. My spouse has 100k of student debt. I don’t have debt. Will this cause issues?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
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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, challenges, strategies, and best practices when working with highly successful women clients.
By way of background, the percentage of women in the workforce has increased significantly over the past few decades. Furthermore, women own approximately 10 million businesses in the United States, which accounts for $1.4 trillion in receipts. The continued growth of financially successful women presents practitioners with an opportunity to address a unique set of planning circumstances that may not be as prevalent with male clients.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
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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 Jones industrial average and why should I care?
4) With inflation projected to be 10% annually, how do you recommend growing one’s money above inflation without using bitcoin?
5) I’m 42 years old and just got laid off. I have about three months in an emergency fund and will receive 6 months of severance. What’s my next financial move?
6) I’m getting married a bit later than most of my friends. My fiancée happens to come from an exceptionally wealthy family. Her dad is eager to pay all our living expenses and then some. Should I take his money?
7) Can I retire on the just the dividend income from holding one position, namely the S&P 500 ETFs and that’s it?
8) What are your thoughts on "fund of funds?"
9) Do you use chatGPT to write your articles?
10) I can pay an advisor 1% of my portfolio to help me or I can keep that 1% and do it myself and will be 1% ahead compounded over time. What am I missing?
11) I’m looking for a financial advisor but everyone I had spoken to charges a percentage of assets under management. This is an absurd business model. Why don’t more advisors charge a normal hourly fee like a lawyer?
12) A lot of people that manage their own money say I should work exclusively with Vanguard. Why is that?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 & Breitstone, LLP.
Today’s show will cover the importance of Estate Planning for U.S. persons who have assets or descendants in other countries, with a special focus on Israel. We will cover.
o Tax and estate issues with owning apartments and properties in Israel and other countries
o U.S. trusts that have Israeli or foreign grantors, trustees or beneficiaries
o Foreign trusts that have U.S. beneficiaries or own U.S. assets
o Cross-border probate and estate issues
o Tax, compliance, and reporting issues with owning bank accounts and assets in Israel and other countries
o U.S. Gift and Estate Tax issues for foreigners
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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. What would be the pros and cons of purchasing equal weighted amounts of the 11 stock market sectors and rebalancing your portfolio each year rather than just indexing the total market or the S&P 500?
4. I just earned 57% on a real estate deal. I invested 50k and made 20k in 3 years. If I can get one of these homerun deals every so often even with a few duds along the way (which is pretty much guaranteed) why on god's green earth would I ever invest in the market?
5. I’m 38 years old and should be a millionaire in a few years. Once I become a millionaire can I retire?
6. I can buy the cheapest house in a super upscale neighborhood or the nicest house in a more modest neighborhood. The way I see it there are pros and cons to both. What are your thoughts?
7. Are annuities a good investment?
8. There are many ways to invest in real estate. Can you quickly go through them and what you would recommend?
9. I live in a low cost and low tax state. We just went on vacation in an expensive and high tax state and loved the amenities and natural beauty. Is it unwise to give up such a cheap and financially manageable cost of living to move to an expensive state?
10. I just read that illegal migrants are getting more in benefits than folks on SNAP. It seems like the system is set up to reward those who don’t play by the rules. What are your thoughts?
11. I don’t have much money to contribute to retirement at this present time and whatever money you would be contributing is not allowed by a scholarship committee. Is there a legal way to contribute to a retirement plan not in your name (for example a parent) which could make you the custodian at a later date?
12. I have 150k in an investment account. Should I liquidate it to build a pool?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 SECURE Act requires heirs to withdraw and pay tax on an inherited IRA within ten years. If implemented correctly, designating a charitable remainder trust or CRT, as the beneficiary of an existing IRA creates more lifetime spendable income for heirs, reduces income taxes during the crucial ten years following the client’s death, and maximizes overall family wealth. We will discuss how it works, which clients benefit most, and how the planning is implemented.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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?
4) I came into an 8 figure sum of money. My wife and I told no one. Who do you recommend we disclose this to?
5) 50% of my assets are in real estate, 30% in cash, 20% in equities. Am I adequately diversified?
6) I’m a doc in a pretty intense job. I don't think I will be able to work to a traditional retirement age. What should I do financially to prepare to retire by 50?
7) What's the best way to start a hedge fund?
8) What’s your advice if the market crashes in 2024?
9) If one has the cash flow to max out their retirement accounts, is there ever any reason not to?
10) I forgot to send my 1099 to my accountant and the IRS is penalizing me for not paying my full tax bill. Can I get this penalty covered by my CPA or financial advisor for negligence?
11) My advisor switched firms and the new guy who took over the account is telling me my account has been mismanaged. Should I stay behind with the new advisor or move with my old one?
12) I’m a dentist with a pretty successful practice. I want to set up a retirement plan, but it seems costly and burdensome. Is it a bad decision to not set one up?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 are one of the most common and popular planning tools for clients to use their exemption, especially before the exemption amount is cut in half in 2026. But SLATs are not only for clients worth $10-$50+ million seeking to use exemption, the SLAT technique can be adapted to be a valuable planning tool for the mass affluent client worth $2-10 million. This discussion will cover how to modify SLAT planning and capture benefits for this large group of clients. It will focus on practical income tax, estate planning, and asset protection planning benefits.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 renting is super cheap relative to buying. Should I rent forever?
4) I’m ready to retire. My wife does not want to retire. She loves her job. Do couples typically retire at the same time? If I’m retired and my wife is not I feel like we will be living different lives.
5) What are your thoughts on tackling a bucket list in retirement?
6) It seems like the market has a major correction every so often. What’s the downside of accumulating cash and waiting to invest only during these frequent more crashes?
7) Your videos are cute but super unprofessional. Aren’t you concerned about coming off as amateurish?
8) Bitcoin ETF: How much should I invest in it? I know you will say nothing, but I’m a big believer in the asset class. What do you recommend?
9) I can only afford to go away once a year. What is more impressive to go away for Succos, Yeshiva week, or pesach?
10) I’m really confident in a few tech stocks as long-term investments and don’t want to sell them. I know you think that owning so few stocks is not prudent. Yet, this is my plan. How do I minimize my risk without selling these stocks?
11) Are there any constants that come to mind with investing? It seems like the next hot thing is always changing. It would be nice to have some certainty.
12) I’m outpacing the benchmark with my investments. Why would I ever hire a financial advisor?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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. Kiely, Esq. LLM, Counsel, McDermott Will & Emery LLP.
Today’s show will provide an overview of the federal estate, gift and generation-skipping transfer tax system and timely strategies to maximize the use of the exemptions. It will also discuss the current federal transfer tax landscape and legislative proposals, as well as cover important planning opportunities and reporting requirements that advisors to high-net-worth individuals and families must take into account.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 seems like most areas of the market are up. What did I do wrong?
4) How does a 457 plan compare to a 401k or 403b?
5) I’m shopping around for a new advisor and I’d like references from the advisor's clients. One guy said he doesn’t disclose his clients while the other person gave me his “top client” to call. I’m inclined to go with the guy with references. Thoughts?
6) Do you think having a diverse board of directors is essential for explosive stock market performance?
7) My question is if I can retire in 5 years at 73? I have about 100k in investment accounts, 30k in cash, 15k of credit card debt, 600k mortgage on a house that's worth around 700k, I owe 30k on my two cars. I make 250k a year.
8) What is your biggest financial regret of 2023?
9) What are your personal finance resolutions for 2024?
10) Has your view of money changed since you started working?
11) I spent a lot of money around the holiday season. I can afford it, but feel super guilty about spending so much money during this time of year. There just doesn’t seem to be any good reason for it. Thoughts.
12) What's the biggest financial risk in 2024?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 and loved ones for the high costs of long-term care as they age. Elizabeth will present this topic from the perspective of an attorney who has worked with clients through the wealth spectrum. The conversation will include a discussion on long term care insurance, private pay options, as well as Medicaid. Elizabeth will also discuss the tax issues involved in this planning.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 advisors based on targeted returns.
5) How much does past performance matter when constructing a portfolio?
6) My son is engaged to a spendthrift. Is his marriage doomed to fail?
7) Can I have a SIMPLE IRA and a 401k?
8) Are Separately Managed Accounts as good as they are hyped up to be?
9) Laddering CDs as an investment strategy.
10) How to invest if I am concerned about eating into my principal investment?
11) I want to quit my job and become a stay-at-home mom. My husband won’t allow it. How do I convince him?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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) I want to leave funds to my kids. Should I invest those funds in Berkshire Hathaway or an S&P 500 index fund?
5) Investing in oil and gas partnerships for tax benefits
6) The merits of utilizing a small stock and value tilt in my portfolio to achieve higher returns
7) Any particular strategy to consider with bond yields as high as they are?
8) Why invest in anything other than technology given the need for technology in every industry?
9) Do you believe the lottery is a tax on dumb people because statistically you can’t win?
10) Water is a commodity we all need, but it’s in short supply. Because of supply and demand, shouldn’t it skyrocket in value?
11) Any financial planning tips that work well in a high interest rate environment?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 landscape of choosing the optimal jurisdiction for asset protection. The webinar will cover the factors to consider such as legal protections, structuring opportunities, and tax implications. Real-world examples will be provided, showcasing how to evaluate jurisdictions effectively and to avoid legal and ethical pitfalls. The information will be particularly helpful for attorneys and accountants who represent clients in high-risk businesses.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 year old making $260K/annually with $500K in savings who wants to quit and take lower paying job. Is this crazy?
6) Discussing the 6% penalty for over contributing beyond the contribution limits to a Roth IRA
7) What is geographic arbitrage?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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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 year-end planning. This includes timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the sunset of the Tax Cuts and Jobs Act, ideas for a high interest rate environment and more.
This is a program I gave to an audience of accountants, attorneys, wealth advisors, and high net worth investors. So, at times I get a bit in the weeds on some esoteric topics, However, there should be plenty of information here that’s of interest for all listeners.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
- Visa fler
