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 Reason You Can’t Get Ahead Financially: Your Friends!

2. Our quote this week is from Andrew Carnegie on the importance of observing peoples actions.

3. What are your thoughts on this movement to put private equity into 401k?

4. What’s your honest assessment on Trump's performance as president strictly as it relates to business and the economy?

5. During tax season this year I was hit with a major tax bill. What can I do to mitigate this large tax bill and Is my frustration with my financial advisor justified since he triggered this tax consequence?

6. Should I use passive ETF investments for Emerging Market exposure or active strategies?

7. Are you worried that you will run out of ideas for your articles, webinars, and podcasts?

8. Timely & Actionable Idea: Investing in based on religious values values

***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.

SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

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.

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: Limitations with contributing to multiple employer retirement accounts

2. Our quote this week is from Albert Einstein about positivity.

3. Any takeaways on Warren Buffett’s retirement announcement this year?

4. How can I forecast my tax liability in retirement?

5. Managing a large upcoming tax liability

6. I have spread my investments across 7 different real estate syndications, 3 private credit deals, and 4 private equity funds. Is there anything you would recommend to my existing portfolio to keep it more diversified without sacrificing return?

7. Why don’t you do hourly consulting work?

8. Vanguard has a financial advisor program. It’s super cheap. Why not use that instead of going to a financial advisor elsewhere?

9. I have the opportunity to invest $360 is talit cubby at my shul for convenience OR I can die $360 (in today's dollars) richer. What to do?

10. What's the best way to save for my kids' wedding? Assuming I will need 150k for my portion of the chossana, how do you go about doing that?

11. Timely & Actionable Idea: Investing in regions of the world that promote democracy and Western values

***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.

SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

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.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.

Today, we are joined by Bruce D. Steiner, Esq. LL.M. Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will be discussing “Snowbird Domicile and Choice Of Law.”

By way of background, this timely discussion will cover a comparison of state estate and inheritances taxes and how to plan for them. Topics include:

- How to establish domicile in another state, including key domicile cases.

- State income taxation, including tax rates and when an individual is taxable and effect on Roth conversions.

- Income taxation of estates and trusts.

- Probate in different states.

- Executors’ and trustees’ commissions.

- Differences in state laws governing trusts and choice of law for trusts.

- Comparison of elective share, community property, homestead, creditor protection, powers of attorney in selected states.

***UPCOMING LIVE WEBINAR: on Thursday, October 16th @ 8:30am (New York time) featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales, Comprehensive Brokerage Services. Jack will be speaking on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know.” Register here: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

Stay connected:

1) Questions? Comments? Media Inquiries? 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) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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

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: Getting by on just $400,000 a year.

2. Our quote this week is about giving.

3. How do I support Israel/Jewish people with my investments during this time of rising antisemitism.

4. My wife and I max out our retirement accounts. Should we buy permanent life insurance for more tax deferred savings?

5. I see I have a 457f plan at work. What is that? I never heard of that before.

6. Rationalizing the costs of going to Baha Mar on vacation.

7. Should I buy a Braun shaver even though it was made in German?

8. Timely & Actionable Idea: How to have an impact with your portfolio by excluding exposure to countries that have a history of poor human rights.

***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode.

SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A***

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.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.

Today, we are joined by Matthew E. Rappaport, Esq., LL.M. of Falcon Rappaport & Berkman LLP based in Long Island, New York. Matthew will be discussing “Tax Issues with Distressed Real Estate.”

By way of background, this timely discussion will provide a comprehensive overview of distressed real estate transactions, focusing on their tax implications and strategic considerations. Key topics that will be covered include debt restructuring and the tax treatment of foreclosures, sales, and deed-in-lieu transactions. Matt will also explore how bankruptcy, solvency/insolvency, and receiverships affect the tax treatment of various distressed real estate transactions. Additionally, Matthew will highlight the application of §1031 exchanges in distressed real estate, assessing their feasibility based on various factors.

***UPCOMING LIVE WEBINAR: on Thursday, September 18th @ 8:30am (New York time) featuring Bruce D. Steiner, Esq., LL.M., Of Counsel at Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will be speaking on “Snowbird Domicile and Choice Of Law.” Register here: https://us02web.zoom.us/webinar/register/WN_rQszYJ7sQeqHiaP6EsLU2A***

Stay connected:

1) Questions? Comments? Media Inquiries? 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) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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

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: Part 2 of the account hierarchy

2. Our quote this week is from Teddy Roosevelt about the man in the arena

3. Thoughts on target outcome ETFs. My advisor is recommending them to my parents and I want to hear your perspective

4. I just turned 40, but have virtually no savings. Baruch Hashem I now have extra cash flow that I don't need to just pay my bills. Any suggestions on what I can do now to catch up financially?

5. I'm 24 and just started working. I’m trying to figure out the optimal investment strategy to increase my net-worth. What would you suggest?

6. I’m mid-career and my siblings have been encouraging my family to make aliyah. I get the importance of people moving to Israel, but I’m not sure how I would make money there. Is it irresponsible to move to Israel with three kids and no job/career in Israel?

7. What are your thoughts on the bipartisan effort to cap credit card rates at 10%?

8. Timely & Actionable Idea: How to develop the right perspective around money

***UPCOMING LIVE FALL WEBINAR: On September 18th @ 8:30am on “Snowbird Domicile and Choice Of Law” featuring Bruce Steiner, Of Counsel at Kleinberg, Kaplan based in New York. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_rQszYJ7sQeqHiaP6EsLU2A***

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.

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 account hierarchy

2. Our quote this week is an anonymous quote and provided inspiration on how to start a new venture

3. Now that you are 40, in retrospect, is there anything you would do differently to put you on better financial footing?

4. A neurosurgeon, private equity investor, and corporate attorney gave me investment advice. What are your thoughts on what they suggested?

5. Is owning multiple homes greedy?

6. I want to save money for retirement. How do I save the most money in my retirement accounts and give nothing to my employees in terms of a match?

7. I’ve heard you say that a home is a bad investment, but a friend said that you need to live somewhere so isn’t it actually a really good investment when you take that into account.

8. Timely & Actionable Idea: Understanding what it means to leave a legacy

***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.

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: 5 strategies to panic prudently during a market downturn

2. Our quote this week is from J.P. Morgan on betting on America

3. I’m retiring this year (or planning to). With the market choppy I am terrified about retiring and outliving my funds. Any strategy you recommend? For context, I have $2.1 million in cash.

4. I dollar cost average twice a month. Would you advise that I delay my next contribution until the market is less choppy and to see what transpires from the Putin/Trump meeting in Alaska?

5. I successfully timed the market this year and avoided the market drop due to reciprocal tariffs. I can time the market. What do you have to say to that?

6. Will tariffs increase inequality?

7. I’m looking to grow my business and see you post a lot on social media. Are you using some kind of marketing consultant for this or was it all your own initiative?

8. Timely & Actionable Idea: Implementing a framework for giving

***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.