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: Tariffs: Should Retirees Be Concerned?

2.   This week’s quote is from Ralph Waldo Emerson.

3.   What’s the difference between an ERISA 403b plan and non-ERISA 403b plan?

4.   Should I change financial advisors when I retire?

5.   Any reason why you would tell someone to NOT max out your 401k?

6.   I’ve been investing in a Dow Jones index fund since I started investing. What’s the difference between the Dow an s and p 500 index fund?

7.   I heard you on the Kosher Money podcast and was troubled by the way you disparaged those who teach gemerah. These Torah scholars are literally holding up the world and are much holier than most of us. What gives?

8.   Timely & Actionable Idea: Achieving success in one area of life does not necessarily translate to success in personal finance.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

Stay connected:

1) Questions? Comments? Reach out to [email protected]

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: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.