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:

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

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.

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, February 26th @ 8:30am featuring Evan Unzelman, CEO, CRT Experts, LLC based in Leesburg, Virginia. Evan will be discussing “How to Shift CRT Benefits to Children Under Today’s Tax Rules.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_igkNCHUKSFCBvsZsNWkmZA***

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.

***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

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 go IN FOCUS where we explore more advanced wealth planning topics. Today, we are joined by Lawrence I. Garbuz of Lewis and Garbuz, P.C. based in New York and Boaz Feinberg of Arnon, Tadmor-Levy based in Tel Aviv, who will be discussing “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.”

By way of background, in light of shifting political and economic dynamics following the Mamdani mayoral victory in New York, many families are reassessing where to build their future. This webinar explores the tax and estate planning implications of relocating to Florida or Israel, highlighting differences in income tax, estate tax, and cross‑border planning. We’ll discuss strategies to preserve wealth, optimize charitable giving, and ensure compliance across jurisdictions. Whether you’re considering a move for lifestyle, financial, or legacy reasons, this session provides practical insights to guide your decision.

***UPCOMING LIVE WINTER WEBINAR: My next webinar is on Thursday, February 26th featuring Evan Unzelman who is the CEO of CRT Experts, LLC based in Leesburg, Virginia. Evan will be speaking about “How to Shift CRT Benefits to Children Under Today’s Tax Rules.”

You can register here: https://us02web.zoom.us/webinar/register/WN_igkNCHUKSFCBvsZsNWkmZA

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:

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!

1. Talking points: How Much To Spend On A Chassan Watch

2. Our quote this week is from Thomas Sowell On Tradeoffs

3. I was just fired. Should I exercise and sell my stock options or hold them?

4. I’m in expensive litigation and my attorney mentioned financing options. Should I finance it, switch to a cheaper lawyer, or stick with him?

5. Is Baha Mar worth the high cost over winter break? I’m considering booking now for next year.

6. My retired parents are focused on high-dividend stocks. Are there risks to a high-yield strategy they may be overlooking?

7. I found a 12% yielding ETF that uses an options overlay strategy. What are the potential downsides?

8. I use two advisors. One charges more and has slightly lower performance. Should we consolidate with the cheaper, better-performing advisor?

9. There’s an all-you-can-eat buffet near me. I pack a tin, resell plates to yeshiva guys for $15, and make spending money. My rav says it may be muttar halachically. Is this a sound business model?

10. How much money is enough?

11. Europeans seem less stressed about healthcare and education. Should the U.S. nationalize more essential services?

12. Timely & Actionable Idea: How To Handle Inherited IRAs?

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, February 12th @ 8:30am featuring Lawrence I. Garbuz of Lewis and Garbuz, P.C. based in New York and Boaz Feinberg of Arnon, Tadmor-Levy based in Tel Aviv. Lawrence and Boaz will be discussing “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_1brOdaa7QLyxTHnJsV-wGA***

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.