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: Financial Considerations Before Making Aliyah

2.   This week’s quote is from Epictetus

3.   Should I be concerned that the S&P 500 is so concentrated in a few stocks?

4.   Does it make sense to fully fund 529 accounts for each of my kids?

5.   Should I buy Bitcoin now? I’m afraid I missed the boat by not buying it before.

6.   I was told to set up a SLAT for asset protection reasons. I’m a do it yourself type of guy, so how would you recommend setting this up myself and not hiring a lawyer?

7.   What are your thoughts on how to avoid the additional IRMAA payments if my income keeps rising?

8.   Timely & Actionable Idea: Concentrated investments can make you rich but may not keep you rich.

***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.