Episode 149: Financial Advisors That Should Be Put In Cherem, Money Advice for Travis & Taylor, and Wyoming Holding LLC

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:

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1. Talking points: Retirement and Falling Rates: Should I Be Concerned?

2. Our quote this week is from Charley Ellis on investing as a form of entertainment

3. I just retired with four million dollars but spend about four hundred thousand a year. What investment approach can support my lifestyle for the next thirty years?

4. After the strong run in international stocks, especially relative to the United States, is it too late to add them to my portfolio if I currently have no international exposure?

5. What are your thoughts on using a Wyoming holding LLC and moving brokerage assets into a business account for asset protection?

6. I work in the investment industry and have access to fee‑free private equity deals through GP co‑investments. Should I allocate a portion of my portfolio to them?

7. I disagree with the assumption that a home only returns the rate of inflation. I believe the return is much higher. How do you justify such a low estimate?

8. My company was acquired, and I now have one and a half million dollars in my old 401(k). Should I roll it into the new company plan or move it to an IRA?

9. What financial advice would you give Travis Kelce and Taylor Swift following their engagement?

10. My plan offers private equity and private credit options inside the 401(k). Since these are typically riskier and less transparent, is it worthwhile to include them in my retirement strategy?

11. My advisor uses closed‑end funds for the bond portion of my portfolio. How do these differ from traditional mutual funds, and does this approach make sense?

12. Timely & Actionable Idea: ETFs vs index funds.

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