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

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: 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

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: My talking points this week will discuss The Ultimate Advice for Recent Graduates

2. This week’s quote is from Winston Churchill on giving.

3. What are your thoughts on a 50 year mortgage?

4. How to minimize tax burden from large IRAs?

5. What type of trade order should I put in when buying ETFs?

6. I have the opportunity to invest in a film. Should I do this? Is this legit? Can I make money doing this?

7. I want to move to another community, but don’t want to give up my 2.75% mortgage. What do I do?

8. Timely & Actionable Idea: Figure out your safe withdrawal rate

***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, we are joined by Scott Kestenbaum and Jill Monoson both from Kestenbaum & Mark LLP based in Great Neck, NY. Scott and Jill will be discussing “Don’t Lien on Me: How to Discharge IRS and NYS Tax Liens.”

By way of background, this episode will cover the discharge of income tax liens by the IRS and New York State (NYS), exploring the conditions under which these liens can be removed or resolved. It will delve into the specific procedures for requesting a discharge, the required forms, and key factors that influence approval. Additionally, the talk will address the release of estate tax liens by both the IRS and NYS, highlighting the unique circumstances and processes involved in discharging liens related to estate taxes. Practical insights will be provided on how individuals and businesses can navigate these complex tax lien issues.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is Thursday, June 18th @ 8:30am on “Mid-Year Money Check-In: The 2026 Trends That Are Impacting Your Wealth” featuring, yours truly, Jonathan I. Shenkman President & Chief Investment Officer of ParkBridge Wealth Management based in New York. You can register here: https://us02web.zoom.us/webinar/register/WN_aF6uLMEfRUGjJeCQad2c8g***

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

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: What Should My Son Do with His Bar Mitzvah Money?

2. This week’s quote is from F. Scott Fitzgerald on how it is never too late.

3. Any financial strategies you would recommend with the commie Mayor of New York who never held a real job in his life?

4. Is a backdoor Roth IRA immoral because you have too much money to contribute to a Roth IRA due to the regular income phaseouts?

5. Which professionals are the worst at managing their money?

6. Can ChatGPT solve most of my financial questions? Be honest. It seems like it can solve most questions.

7. I want to rebalance my taxable account, but given the large gains it will cause a meaningful taxable event. On the other hand, if I don’t rebalance, my portfolio will become much more heavily weighted in stocks which will make it riskier. What do you suggest I do?

8. Timely & Actionable Idea: Setup a sensible investment program leading up to retirement.

***Upcoming Live SPRING Webinar: On THURSDAY, JUNE 18th @ 8:30am featuring Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management based in New York. Jonathan will be discussing Mid-Year Money Check-In: The 2026 Trends That Are Impacting Your Wealth.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_aF6uLMEfRUGjJeCQad2c8g***

***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, we are joined by Asher Lowenstein Founder of Lowenstein Legal PLLC based in Long Island, NY. Asher will be discussing “Designing Resilient Estate Plans: Planning to Avoid Litigation.”

By way of background, many estate and trust disputes arise from planning decisions that unintentionally leave room for conflict. This program examines common sources of litigation involving children, surviving spouses, and outside parties, and equips planners and advisors with concrete steps to address them. This episode will explore how structural planning choices, family dynamics, and documentation practices can each mitigate or magnify the likelihood of breakdown. By the end of this show, listeners should leave with a clear framework for identifying where disputes tend to originate and the tools to build estate plans that hold up when families don't.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is Tuesday, June 9th @ 8:30am on “Don’t Lien on Me: How to Discharge IRS and NYS Tax Liens” featuring Scott Kestenbaum and Jill Monoson from the firm Kestenbaum & Mark LLP based in Long Island, NY.. You can register here: https://us02web.zoom.us/webinar/register/WN_Ajvu1_eASTGeOflgXBJ3zQ***

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

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: Where Does Gambling Fit into My Investment Strategy?

2. This week’s quote is from Jim Carrey on why everyone should be rich and famous.

3. Why shouldn’t I put all my money into the Nasdaq or tech stocks just because they’ve been the best‑performing asset class for the past 15 years?

4. I’m retired and already have 40% of my assets in income annuities. I received an inheritance that now makes up the remaining 60%, and my advisor wants me to put another 20% into a low‑cost annuity. Is that appropriate?

5. My CPA made mistakes on my tax return this year. Should I replace her, or would that be an overreaction?

6. My advisor rebalances my account annually, but because the market has risen, selling gains will trigger significant taxes. Is rebalancing still worth it given the tax hit?

7. With interest rates falling, where should I keep my cash? Are short‑duration bond funds or mortgage bonds better options given their higher yields?

8. Gold has been surging. Should I include it as part of my portfolio?

9. I look at my monthly statements and wonder how much more money I’d have if I didn’t pay an advisor and managed everything myself. Is that a reasonable concern?

10. Why are dividend yields lower today than in past decades?

11. Timely & Actionable Idea: Simplify your financial life leading up to retirement.

***Upcoming Live SPRING Webinar: On THURSDAY, MAY 28th @ 8:30am featuring Asher Lowenstein, Esq. Founder of Lowenstein Legal PLLC based in Long Island, NY. Asher will be discussing “Designing Resilient Estate Plans: Planning to Avoid Litigation.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg***

***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.