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: 10 Financial Commandments For Retirees

2. This week’s quote is from Jason Zweig on good financial advice

3. Do you think it’s some form of conflict of interest that Trump launched the Trump coin right before his inauguration?

4. Why did inflation outperform TIPS in 2024? Isn’t the whole purpose of TIPS to outperform inflation?

5. There are many people in my community who share a lot of information about the latest vacation they went on, their new fancy toys, extension to their house and so on and so forth. How do I not engage with people like that?

6. How do I marry a rich guy? This may seem superficial, but I think it’s a good life decision. I’m not interested in a philosophical answer and why that may not be a good decision. I’m just interested in how to do it.

7. Would you agree that private equity is less risky than public equities since you have more control over the returns?

8. Timely & Actionable Idea: The dangers of not factoring in tax planning within your investment strategy

***UPCOMING LIVE WEBINAR: On Thursday, June 5th @ 8:30am on the topic “Understanding Pass-Through Entity Taxation” featuring Angelika Herburger and Russell Ephraim both from CBIZ Advisors based in New York City. Register here: https://us02web.zoom.us/webinar/register/WN_CIBY7Q0UTu6TqhG9W2_KrQ ***

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