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.

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.

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.