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: Nine Days, Nine Lessons: What Our Period of Mourning Teaches Us About Money

2. This week’s quote is from Abigail Disney on flying private

3. I rolled over my old 401(k) to my advisor years ago and now cannot do backdoor Roth contributions because of the pro rata rule. What is this rule, and should I be upset that this limits my options?

4. Thoughts on single‑stock ETFs?

5. I am 63, financially independent, and still working because I find it moderately rewarding. I do not need more money, but I am unsure what I would do if I retired. When is the right time to stop working?

6. My money is at Schwab in very low‑cost funds, but Fidelity offers some zero‑fee funds. Should I sell my Schwab funds and move to Fidelity to avoid ongoing expenses?

7. The wealthiest people in history often became rich by concentrating in one stock rather than diversifying. Rockefeller, Carnegie, and Gates all did this. Are finance textbooks wrong, and are index funds simply a path to average returns?

8. My parents in Los Angeles need a new advisor. Would you travel there to meet them?

9. Are all‑inclusive resorts worth it?

10. I transferred my account to a new investment firm and believe I missed an $80 dividend during the transition. My account is $500,000, but I still want that dividend reimbursed. How do I resolve this?

11. Timely & Actionable Idea: Avoid big investment decisions during the Nine Days.

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

***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 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: America at 250: The Jewish Financiers Who Helped Build a Nation

2. This week’s quote is from JP Morgan on betting against America.

3. How much to spend on a first date?

4. Will AI replace financial advisors?

5. How do I calculate my dad's RMD? He is not on top of this stuff anymore, so I need to figure it out since he doesn’t work with a financial advisor. His IRA money is at a few different firms.

6. I like the idea of investing in real estate because it’s an investment I can see and touch. Feels more secure to me. What are some of the risks of being a landlord that I may be overlooking?

7. My daughter entered the financial advisory training program at a large firm. She spends a lot of time handling menial tasks. Is this standard practice? If so, when does the work get more interesting?

8. Timely & Actionable Idea: Investing in Apple Pie & BBQs

***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***

***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

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 go IN FOCUS where we explore more advanced wealth planning topics.

Today, Jonathan Shenkman from ParkBridge Wealth Management will be discussing “Mid-Year Money Check-In: The 2026 Trends That Are Impacting Your Wealth.”

By way of background, this episode will be a fast-paced mid-year briefing highlighting the key forces shaping portfolios and financial plans in 2026. We’ll cover how AI is influencing investor behavior and the wealth-management landscape, the market impact of the Iran war, the shift away from U.S. market concentration and what it means for diversification. We’ll also review important 2026 tax and estate-planning changes affecting high-net-worth families, along with updates on interest rates, inflation, and election-year dynamics, and more. The goal is for listeners to have a clear understanding of the year’s most important developments and how to position portfolios strategically for the future.

***UPCOMING LIVE FALL WEBINAR: My FALL webinars will be sent out in the coming weeks. You can register to get notified of upcoming events here: www.ParkBridgeWealth.com/Webinars***

M latest book, “D is for Diversification: The ABCs of Personal Finance” is now available on Amazon or at www.JonathanOnMoney.com. It is a great way to support these podcasts.

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

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