
Sign up to save your podcasts
Or
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: The Passover Paradox
2. This week’s quote is from Christopher Columbus
3. Should I diversify my investments out of just the S&P 500 or just keep it in that fund given the high returns?
4. Do you have a minimum account size?
5. Do you think encouraging a child to work in high school to make money is essential to have a positive financial trajectory or should they just be focused on doing well in school and extracurricular activities?
6. I was listening to Bloomberg and the commentator said that the S&P 500 was “unched” for the day. What does that mean?
7. Timely & Actionable Idea: 6 Tactical Moves to Make In A Bear Market
***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.
5
1111 ratings
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: The Passover Paradox
2. This week’s quote is from Christopher Columbus
3. Should I diversify my investments out of just the S&P 500 or just keep it in that fund given the high returns?
4. Do you have a minimum account size?
5. Do you think encouraging a child to work in high school to make money is essential to have a positive financial trajectory or should they just be focused on doing well in school and extracurricular activities?
6. I was listening to Bloomberg and the commentator said that the S&P 500 was “unched” for the day. What does that mean?
7. Timely & Actionable Idea: 6 Tactical Moves to Make In A Bear Market
***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.
3,170 Listeners
5,675 Listeners
215 Listeners
885 Listeners
343 Listeners
451 Listeners
1,966 Listeners
777 Listeners
1,068 Listeners
794 Listeners
192 Listeners
377 Listeners
1,073 Listeners
382 Listeners
280 Listeners