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: Financial Planning Advice for Frum Families Struggling to Make Ends Meet

2. This week’s quote is from Morgan Housel on progress and setbacks

3. How do I afford going on a Pesach program work every year and save money for my future?

4. Do you think it is fair that teachers are so underpaid when you factor in the importance of their job?

5. My uncle advised me to never reinvest dividends because it’s impossible to keep your cost basis information straight. Is there any merit to this?

6. Timely & Actionable Idea: Retirement Readiness: Wipe out ALL debt

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 16th @ 8:30am featuring Av Sinensky of Falcon Rappaport & Berkman LLP based in Long Island, who will speaking about “When the Family Is the Business: Why You Need a Real Partnership Agreement.” This program will be for ***CLE/CPE credit available for accountants and attorneys-based NY/NJ***. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg***

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

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

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

Today, Jonathan will discuss Today, I discuss “Retirement 2.0: Modern Planning Strategies for 2026.”

By way of background, retiring in 2026 looks very different from your parent's or grandparent's retirement. Longer lifespans, evolving family dynamics, more investment options, and shifting financial realities mean today’s retirees face challenges unlike those of 20–30 years ago. In this 30‑minute session, Jonathan Shenkman will draw on nearly two decades of experience to highlight the most pressing hurdles confronting retirees today. He will also provide practical, actionable strategies that advisors and their clients can use to navigate this new landscape with confidence and clarity.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, April 16th featuring Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP BASED IN Long Island, NY. Av will be discussing “When the Family Is the Business: Why You Need a Real Partnership Agreement.” You can register by clicking on the link in the show notes. You can register here: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg

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

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: Ways to Overcome the Risks of Retiring Into a Down Stock Market

2. This week’s quote is from Tim Ferriss on losing site on what money is really for.

3. You seem pretty negative on both crypto and private equity. What do you think is worse?

4. I am 65 and have $250k in my 401(k). An advisor suggested putting it all into an annuity, promising a 10% return. Now what?

5. If growth stocks and private equity have the highest returns, why not invest exclusively in that area of the market?

6. What are your 2026 mid-year market predictions?

7. Would you take ~1mil/yr to exclusively be the financial advisor for a client I work with who has ~$400mil?

8. Timely & Actionable Idea: read the book “The Money Kings: The Epic Story of the Jewish Immigrants Who Transformed Wall Street and Shaped Modern America” by Daniel Schulman?

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 16th @ 8:30am featuring Av Sinensky of Falcon Rappaport & Berkman LLP based in Long Island, who will speaking about “When the Family Is the Business: Why You Need a Real Partnership Agreement.” This program will be for ***CLE/CPE credit available for accountants and attorneys-based NY/NJ***. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg***

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.