Afleveringen
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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. Talking points: The Passover Paradox
2. This weekās quote is from Christopher Columbus
3. Should I diversify my investments out of just the S&P 500 or just keep it in that fund given the high returns?
4. Do you have a minimum account size?
5. Do you think encouraging a child to work in high school to make money is essential to have a positive financial trajectory or should they just be focused on doing well in school and extracurricular activities?
6. I was listening to Bloomberg and the commentator said that the S&P 500 was āunchedā for the day. What does that mean?
7. Timely & Actionable Idea: 6 Tactical Moves to Make In A Bear Market
***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on ā5 Over-Looked Estate Planning Tips to Consider for 2025.ā
Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***
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. Talking points: Investing Superpowers
2. This weekās quote is from Confucius and George Carlin
3. Should I invest an S&P 500 fund or a Robo Advisor?
4. Iām applying to work in the wealth management industry. What are your thoughts on the big firm training programs vs starting at an independent firm, trust company, etc.?
5. Is there any consideration that should be given to how much one should hold inside a single brokerage account?
6. Iām retiring to Israel and want to buy a place there, but it would require me to put down 50% of my nest egg. Should I do it?
7. My kid just started making money babysitting. Do you think I should insist that they donate 10% to charity and save 20% for their future in order to instill good financial habits?
8. Timely & Actionable Idea: The merit and drawbacks of concentrated investment positions.
***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on ā5 Over-Looked Estate Planning Tips to Consider for 2025.ā
Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***
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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Zijn er afleveringen die ontbreken?
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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes āIN FOCUSā to explore more advanced wealth planning topics.
Today, we will go IN FOCUS where we cover more advanced wealth planning topics.
In this weekās show, Jonathan Shenkman will share my thoughts on āCommon Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).ā
In this episode, Jonathan Shenkman will explore how an individualās approach to managing their personal finances is shaped by a myriad of influences. These may include oneās upbringing, community, social circles, and religious beliefs. Another, often overlooked, factor is oneās level of wealth. For ultra-high-net-worth families, financial planning techniques and their relationship with money may differ. Jonathan will review these mistakes/misconceptions from years of working with high-net-worth families. He will also offer practical ideas on how to overcome these hurdles to success.
***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on ā5 Over-Looked Estate Planning Tips to Consider for 2025.ā
Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***
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. Talking points: Tariffs: Should Retirees Be Concerned?
2. This weekās quote is from Ralph Waldo Emerson.
3. Whatās the difference between an ERISA 403b plan and non-ERISA 403b plan?
4. Should I change financial advisors when I retire?
5. Any reason why you would tell someone to NOT max out your 401k?
6. Iāve been investing in a Dow Jones index fund since I started investing. Whatās the difference between the Dow an s and p 500 index fund?
7. I heard you on the Kosher Money podcast and was troubled by the way you disparaged those who teach gemerah. These Torah scholars are literally holding up the world and are much holier than most of us. What gives?
8. Timely & Actionable Idea: Achieving success in one area of life does not necessarily translate to success in personal finance.
***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on ā5 Over-Looked Estate Planning Tips to Consider for 2025.ā
Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***
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 & CIO of ParkBridge Wealth Management, as he goes āIN FOCUSā to explore more advanced wealth planning topics.
Today, we will go IN FOCUS where we cover more advanced wealth planning topics.
Today, we are joined by Galia Antebi LL.M, Member and Head of Tel Aviv Office of Ruchelman PLLC. Galia will be discussing āForm 3520 Reporting Under The Proposed Regulations.ā
In this episode, Galia will discuss when distributions from foreign trusts have to be disclosed on Form 3520, and what constitutes a distribution; when a U.S. person is considered to be the owner of a foreign trust, causing its creation to be reportable on Form 3520. We will address in that relation existing rules and the proposed regs under sections 643(i), 679, 6039F, 6048, and 6677 of the Code.
***UPCOMING LIVE WEBINAR: On Thursday, March 20th @ 8:30am (New York time) featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management. I will be discussing āCommon Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).ā
Register here: https://us02web.zoom.us/webinar/register/WN_H0BjFsLfQnm1tUbOqpGhmA ***
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. Talking points: Spending On Purim: A Blueprint For How To Have A More Meaningful Chag
2. This weekās quote is from Socrates ā¦
3. I heard a rumor that owning real estate in a traditional IRA is a bad idea. Why?
4. Iām an attorney making around 400k a year. My husband works at a nonprofit and makes under 100k. I feel like he is not carrying his share of the financial burden and itās putting a strain on our relationship. What can I do to empower my husband to make more money and take more of the financial burden off my shoulders?
5. How did you end up as a financial advisor? Is it something you always wanted to do, or it happened by chance?
6. Why are you so anti permanent life insurance? I just checked my statement, and I have so much cash value built up. I plan to use it to supplement my retirement.
7. Timely & Actionable Idea: Strategies for minimizing taxes on a concentrated stock position
***UPCOMING LIVE WEBINAR*** On THURSDAY, March 20th at 8:30am (EST) featuring, yours truly, Jonathan I. Shenkman of ParkBridge Wealth Management and I will be speaking on āCommon Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).ā
Register here: https://us02web.zoom.us/webinar/register/WN_H0BjFsLfQnm1tUbOqpGhmA ***
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 & CIO of ParkBridge Wealth Management, as he goes āIN FOCUSā to explore more advanced wealth planning topics.
Today, we will go IN FOCUS where we cover more advanced wealth planning topics.
Today, we are joined by Kevin Matz, Esq., CPA, LL.M. (Taxation), a Partner, ArentFox Schiff LLP based in New York City. Kevin will be speaking on the āHighlights of the 2025 Heckerling Institute on Estate Planning.ā
In this episode, Kevin Matz will summarize many of the highlights of the 2025 Heckerling Institute on Estate Planning as well as some other topics that were hot off the press just a few hours before the recording. If you are an estate planning practitioner, wealth manager, or high-net-worth investor, these topics may be very relevant to your life and I imagine you will get a lot out of this weekās episode.
***UPCOMING LIVE WEBINAR: Tuesday, March 11th 2025 @ 8:30am (New York time) featuring Galia Antebi, Head of Tel Aviv Office at Ruchelman PLLC. Galia will be speaking on āForm 3520 Reporting Under The Proposed Regulations.ā Register here: https://us02web.zoom.us/webinar/register/WN_jF2M3mL1TyeDcATR9-xCOA ***
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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Podcast 97: Show Notes
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. Talking points: Hope Is Not An Investment Strategy
2. This weekās quote is from Estee Lauder
3. My financial advisor requires me to send him a check every quarter for his fee. He said this is standard practice, but it seems cumbersome. Is this the normal way people pay for these services?
4. Should I use my IRA money to fund my new business?
5. What do you think about buying zero coupon bonds to save for my kidās college?
6. I work at a large accounting firm. We have restrictions on where we can have our money, so they want me to move my funds from my financial advisors to a self-directed platform. I donāt want to do that. What do I do?
7. Should my Roth IRA be invested differently than my traditional IRA?
8. Timely & Actionable Idea, āBuy the dip!ā
***UPCOMING LIVE WEBINAR on FRIDAY, February 28th at 8:30am (EST) featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York. He will be speaking on the topic of āHighlights of the 2025 Heckerling Institute on Estate Planning.ā Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q ***
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 & CIO of ParkBridge Wealth Management, as he goes āIN FOCUSā to explore more advanced wealth planning topics.
Today, we will go IN FOCUS where we cover more advanced wealth planning topics.
In this weekās episode, we are joined by Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of āTax Implications of Merger and Acquisition Transactions.ā
In this episode, Avi and Lou discuss an overview for business owner and their trusted advisor on the following topics: 1) The traditional deal structures utilized in M&A transactions 2) A focus on the tax implications of each transaction form 3) More complex deal structures that can facilitate transactions in certain scenarios. 4) The tax treatment of asset sales, stock sales, mergers and transactions under Section 368(a)(1)(F), Section 338(h)10 and Section 336(e) of the Internal Revenue Code.
***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Friday, February 28th at 8:30am (EST) featuring Kevin Matz, Esq., CPA, LL.M. (Taxation) a Partner at ArentFox Schiff based in New York. He will be speaking on the topic of āHighlights of the 2025 Heckerling Institute on Estate Planning.ā Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q ***
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. A shtickle rantā¦
2. Talking points: The New Pharaoh & Planning For Change
3. This weekās quote is from Voltaire
4. Do you regret your position on Bitcoin given its meteoric rise?
5. I took out an adjustable rate mortgage several years back. Should I refinance to a 15 year at 6.25% and invest all my cash in the market or pay it off?
6. What happens to my FSA account when I leave my employer?
7. What is a kiddie tax and how does it work?
8. When listening to Bloomberg or CNBC they are always talking about achieving a soft landing. What is a soft landing and how does it impact me?
9. Timely & Actionable Idea: Use a āfinancial road mapā
***UPCOMING LIVE WEBINAR on FRIDAY, February 28th at 8:30am (EST) featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York. He will be speaking on the topic of āHighlights of the 2025 Heckerling Institute on Estate Planning.ā Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q ***
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 & CIO of ParkBridge Wealth Management, as he goes āIN FOCUSā to explore more advanced wealth planning topics.
Today, we will go IN FOCUS where we cover more advanced wealth planning topics.
In this weekās episode, we are joined by Elizabeth Forspan, Esq. of Forspan Klear LLP based in Great Neck, NY, who will share her thoughts on the topic of "Where Good Estate Planning Equals Poor Elder Care Planning."
Elizabeth will discuss the possible Elder Care pitfalls individuals and clients may encounter when engaging in a seemingly good Estate plan. Elizabeth will discuss typical Estate Planning techniques that can be employed to ensure that both the crucial Estate Planning and Elder Care Planning goals are met. Elizabeth will review Medicaid planning techniques, as well as Estate and Income Tax planning options.
***UPCOMING LIVE WEBINAR: LIVE WEBINAR on THURSDAY, February 6th at 8:30am (EST) featuring Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of āTax Implications of Merger and Acquisition Transactions.ā Register here: https://us02web.zoom.us/webinar/register/WN_mxkKTW0ATIqjJNqPksy02g ***
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. Talking points: Jacobās Blessings To His Children & Three Important Financial Lessons
2. This weekās quote is from Milton Friedman
3. I read your article in the Jewish press about buying your wife new clothes and jewelry for Yom Tov, and I couldnāt disagree with you more! America runs on taking out debt! How can you assert that debt is a bad thing and should be avoided when it is necessary and accepted in American society?
4. My CD matured and it was paying just north of 5%? I see rates are much lower now. What should I do with this cash thatās safe?
5. With the market continuously going up, is this the top of the market and should I plan accordingly?
6. There is the phrases ādress to impressā but my question is, in your experience, do you usually see wealthy people dressed in designer clothing? Iād like to fit in since my target market for my products are rich people.
7. My financial advisor says he does estate planning. If thatās the case, is it necessary for me to also go to a lawyer to make relevant documents or am I covered?
8. Timely & Actionable Idea: Consolidation
***UPCOMING LIVE WEBINAR on THURSDAY, February 6th at 8:30am (EST) featuring Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of āTax Implications of Merger and Acquisition Transactions.ā Register here: https://us02web.zoom.us/webinar/register/WN_mxkKTW0ATIqjJNqPksy02g ***
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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***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***
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. Talking points: Lavan & The Financial Fraudsters Amongst Us
2. This weekās quote is from Howard Marks.
3. There are two yeshiva day schools and one is academically superior, but it costs more. Is this higher priced yeshiva a good investment?
4. Now that the market is near all-time highs and I recovered my losses from 2022, why not just cash out of my portfolio that is currently mostly in stocks and put the funds in secure muni bonds paying 5% to protect my principle?
5. Thoughts on the ā401k trapā philosophy thatās prevalent on social media. Is there any merit to it?
6. Can I continue to contribute to my IRA if Iām taking out RMDs?
7. Timely & Actionable Idea: Diversification
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 & CIO of ParkBridge Wealth Management, as he goes āIN FOCUSā to explore more advanced wealth planning topics.
Today, we will go IN FOCUS where we cover more advanced wealth planning topics.
In this weekās episode, we are joined by Today, we are joined by Marty Shenkman of Shenkman Law based in New York, who spoke on the topic of "Post-Election: The New World of Estate Planning.ā
This episode will cover what people should be doing with respect to estate planning with a new President in the White House. Will the 2026 reduction in the exemption happen and if so what planning should be done (hint ā much of the planning done is less than optimal). But planning only for 2026 misses a critical aspect of estate planning and may leave your plan lacking (hint ā we live in the most litigious society and that is not changing). What other issues should be considered: Corporate Transparency Act filings, Buy Sell Agreement updates, failure to address Powell issues, and more!
***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***
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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***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***
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) Talking points: 7 Predictions For The Year-Ahead
2) This weekās quote is from Viktor Frankl.
3) Iām a Jew that lives in the Midwest and canāt understand why someone would live in NY or LA? The costs are astronomical, and you get way more for your money in the heartland. What am I missing?
4) My familyās financial advisor swears by a ādividend growthā strategy where he exclusively buys stocks that have a history of growing their dividends. Is this a sound approach?
5) My daughter is getting married soon. Is it bad if I take out $75,000 in a home equity loan to pay for the wedding?
6) Whatās one piece of advice you would give to the average recent college graduate in the frum community about personal finances?
7) Can I wear a finance bro vest if I work in another field?
8) Timely & Actionable Idea: Automation
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 & CIO of ParkBridge Wealth Management, as he goes āIN FOCUSā to explore more advanced wealth planning topics.
Today, we will go IN FOCUS where we cover more advanced wealth planning topics.
In this weekās episode, we are joined by Boaz Feinberg a Partner at Tel Aviv based law firm, Arnon, Tadmor-Levy and he will discuss āInternational Taxation Law in Israel: Are Your Clientās Prepared for the New and Evolving Rules?ā.
This program will cover international tax law for new immigrants residing (or planning to reside) in Israel. Some of the topics discussed will include: 1) The recent changes in international taxation rules in Israel 2) Recap of current tax rules in Israel relating to immigration 3) Discussion on the ever-evolving rules regarding American trusts.
***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.ā Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA
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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***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.ā Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA ***
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. Talking points: Financial Planning Lessons To Empower Future Generations And Avoid Family Conflict
2. This weekās quote is from Leonardo da Vinci.
3. Are the Democrats better for the economy than Republicans since over the past year the market has hit multiple all-time highs?
4. What happens to my Health Savings Account (HAS) account when I die?
5. A friend reached out to me about her mom who isnāt doing well and her dad is trying to make sense of her finances. This includes arranging for an aid and making sense of her various annuities, retirement accounts, etc. Any advice where to start?
6. With the Fed lowering rates this week, should I rethink my money market funds position?
7. The investment firm I work with pays nothing on my cash. Any suggestion on how to get a better return on this money if I donāt want to move the funds to another firm?
8. Timely & Actionable Idea: Roth IRA Conversions
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 & CIO of ParkBridge Wealth Management, as he goes āIN FOCUSā to explore more advanced wealth planning topics.
Today, we will go IN FOCUS where we cover more advanced wealth planning topics.
In this weekās episode, we are joined by Amy C. OāHara, Esq., CELA a Partner at Littman Krooks LLP based in Westchester, NY. Amy will be speaking on the topic of āFundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.ā
This program will detail the basic rules of eligibility for these public benefits programs, including how to apply and whether any income and asset limit rules apply for each benefit.
***UPCOMING LIVE WEBINAR: Tuesday, January 7th at 8:30am (EST) featuring Martin M. Shenkman CPA, MBA, PFS, AEP, JD, Founder, Shenkman Law based in New York. Martin will be speaking on "Post-Election: The New World of Estate Planning.ā Register here: https://us02web.zoom.us/webinar/register/WN_GzI4xXu7QaCaW8bxao93CA
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
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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. Talking points: The Oldest And Most Effective Financial Planning Strategy
2. This weekās quote is from Jim Carrey.
3. Should I buy a home or invest in my 401k?
4. Iāve had two relatives ask to borrow money (one for a medical bill and another to help with a down payment). I have the money but want to be sure they view it as a real loan, not a gift. Whatās your advice on how to handle this?
5. I am moving my father into an independent living community and Iāve made a budget based on his current assets. Most of his retirement money is in mutual funds. I want to liquidate his investments and move them to somewhere stable that will still gain some interest and results in the least amount of taxes. What do you recommend?
6. Iām searching for someone to manage my money. My local bank seems to be the most seamless because my checking account is there. Your thoughts on working with a local branch instead of a wealth management firm.
7. How effective is back testing to determine if a portfolio makes sense?
8. I filled out a risk tolerance questionnaire with my advisor and it came out that I was aggressive. But my performance has not been that high even though I took a lot of risk. What do you think my advisor is doing wrong?
9. Iām renting out a single family home in another state. Iām debating selling the home and investing it in the market, but how do I calculate where I would get a better return?
10. I put most of my net worth in one investment. I was advised not to. Of course it went down by 70%. My advisor told me I should sell it and move on. What do you recommend?
11. I handle our personal finances and my spouse has no clue about anything related to this matter. Is that acceptable?
12. Timely & Actionable Idea
***UPCOMING LIVE WEBINAR: Thursday, December 12th at 8:30am (New York time) featuring, Boaz Feinberg from the law firm Arnon Tadmor Levy based in Tel Aviv and he will be speaking on the topic of āInternational Taxation Law in Israel: Are Your Clientās Prepared for the New and Evolving Rules?ā Register: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw
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 & CIO of ParkBridge Wealth Management, as he goes āIN FOCUSā to explore more advanced wealth planning topics.
Today, Jonathan will cover āLast Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End.ā
This episode will cover a variety of financial planning topics related to year-end planning. The goal is for listeners to pick up at least a nugget or two to apply to their own life or practice before the end of 2024. Material covered 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 our current interest rate environment, and impact of the 2024 presidential election.
***UPCOMING LIVE WEBINAR: Thursday, December 12th at 8:30am (EST) featuring Boaz Feinberg a Partner at Arnon, Tadmor-Levy based in Tel Aviv. Boaz will be speaking on āInternational Taxation Law in Israel: Are Your Clientās Prepared for the New and Evolving Rules?ā Register here: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw
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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