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: Starting to invest at age 40

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

3.   Did I make a mistake by investing in the “uncorrelated strategies” my new advisor was pitching to me back in 2022?

4.   My financial advisor is recommending an investment that I don’t understand, but has had unbelievable returns. It would only be for about 5% of my portfolio. Should I move forward with this?

5.   How does climate change impact the way you structure portfolios?

6.   I recently met a crypto coach that a few of my friends work with. They said they have made money. Would you recommend working with this professional?

7.   Timely & Actionable Idea: The dangers of being too focused on tax planning…

***UPCOMING LIVE FALL WEBINAR: My upcoming lineup of webinars will be sent out this summer. To be added to the distribution list to get notified of these events go to https://www.parkbridgewealth.com/webinars***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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