『Jonathan On Money』のカバーアート

Jonathan On Money

Jonathan On Money

著者： Jonathan On Money
無料で聴く

このコンテンツについて

Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.


A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.



Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures

Hosted on Acast. See acast.com/privacy for more information.

Jonathan I. Shenkman スピリチュアリティ ユダヤ教 個人ファイナンス 個人的成功 経済学 自己啓発
エピソード
  • Episode 121: Commercial Real Estate, Managing A Financial Windfall, & Sports Betting Within Your Portfolio

    Episode 121: Commercial Real Estate, Managing A Financial Windfall, & Sports Betting Within Your Portfolio
    2025/08/13

    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: How to manage a financial windfall

    2. Our quote this week is from Johnny Depp on paying for privacy

    3. Given Trump's obsession with tariffs, and the markets recent plunge, do you think the market will recover? How long will it take?

    4. I’m 67 years old and want to buy my dream home in a new development just outside of Jerusalem. Should I spend about 40% of my liquid net worth to do so?

    5. I’m 65 and inherited $650,000. My question is if I’m too old to invest in the stock market?

    6. What are your thoughts/forecast on commercial real estate as an asset class?

    7. Where does sports betting fit into my investment strategy?

    8. Timely & Actionable Idea: The folly over fighting over an inheritance

    ***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

    Stay connected:

    1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

    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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    22 分
  • Episode 120: Morning Routines, ROI on Pesach Getaways, Birthday Parties & 529 Accounts, and Financial Wisdom From Proverbs

    Episode 120: Morning Routines, ROI on Pesach Getaways, Birthday Parties & 529 Accounts, and Financial Wisdom From Proverbs
    2025/08/06

    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: Timeless Financial Wisdom From Mishlei (Proverbs)

    2. Our quote this week is from Peter Lynch on anticipating market corrections.


    3. Does spending money to go away for Pesach offer a good Return On Investment (ROI)?

    4. Instead of using an Israel based ETF, should I buy the top ten holdings in that market?

    5. My parents are gifting money to every member of my family. How should we allocate these funds most prudently?

    6. Is it tacky to suggest my kid’s friend’s parents make contribution to my child’s 529 account instead of giving presents?

    7. Are there any morning routines or life hacks that you notice from your most successful clients that you can share that may be helpful to people early in their career?

    8. Timely & Actionable Idea: The folly of not understanding the true limitations of money.

    ***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

    Stay connected:

    1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

    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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    22 分
  • Episode 119: How Do We Get Yeshivas To Stop Raising The Price Of Tuition?

    Episode 119: How Do We Get Yeshivas To Stop Raising The Price Of Tuition?
    2025/07/30

    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: Overcoming Antisemitism By Investing In Your Jewishness

    2. Our quote this week is from Charlie Munger on avoiding big mistakes.

    3. The Yeshiva where I send my kids is raising tuition by 10%, which is outrageous. How do we get Yeshivas to stop raising the price of tuition?

    4. Is moving to Israel a smart financial decision?

    5. What type of retirement account should I set up for my business?

    6. Aren’t you embarrassed that you consistently give wrong advice?

    7. Is Social Security taxed in Israel?

    8. Timely & Actionable Idea: Getting the goal posts to stop moving.

    ***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***

    Stay connected:

    1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

    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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    20 分
まだレビューはありません