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: Why buying a home is a bad investment, but usually good financial decision

2.   Our quote this week is from Howard Marks on how to effectively make money in the markets.

3.   Is leasing a car for $1,800 a dumb decision?

4.   Is a Patek Philippe a good investment since it doesn’t lose value…you just hold on to it for the next generation?

5.   With rates where they are, should I wait to buy a house until mortgage rates eventually drop?

6.   I have a triple net lease tenant property which provides me with about 50% of my retirement income. It seems secure, but I'd like to get your perspective on the risks.

7.   Since you’re the bukki on road trips, what would you suggest I do this summer: Utah or Canadian Rockies?

8.   Timely & Actionable Idea: The mistake many families make of not teaching their children about money

***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.