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: Why buying a home is a bad investment, but usually good financial decision

2. Our quote this week is from Howard Marks on how to effectively make money in the markets.

3. Is leasing a car for $1,800 a dumb decision?

4. Is a Patek Philippe a good investment since it doesn’t lose value…you just hold on to it for the next generation?

5. With rates where they are, should I wait to buy a house until mortgage rates eventually drop?

6. I have a triple net lease tenant property which provides me with about 50% of my retirement income. It seems secure, but I'd like to get your perspective on the risks.

7. Since you’re the bukki on road trips, what would you suggest I do this summer: Utah or Canadian Rockies?

8. Timely & Actionable Idea: The mistake many families make of not teaching their children about money

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

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

This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.

Today, I discuss “Impact Investing: How To Make A Difference With Your Wealth In 2025 & Beyond?”

By way of background, impact investing, or investments in companies, with the intention to generate a beneficial social or environmental impact alongside a financial return, has been all the rage over the past decade. However, over the past few years, many investors have raised questions about this strategy, the methodology used, and whether it best reflects their intentions. I will share how investors can effectively express their values through their portfolios without the conflict of interests present in many of the products available on the market today.

***UPCOMING LIVE WEBINAR: COMING SOON! TO GET NOTIFIED OF MY UPCOMING LIVE EVENTS REGISTER AT https://www.parkbridgewealth.com/webinars ***

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.