
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: Overcoming Antisemitism By Investing In Your Jewishness
2. Our quote this week is from Charlie Munger on avoiding big mistakes.
3. The Yeshiva where I send my kids is raising tuition by 10%, which is outrageous. How do we get Yeshivas to stop raising the price of tuition?
4. Is moving to Israel a smart financial decision?
5. What type of retirement account should I set up for my business?
6. Aren’t you embarrassed that you consistently give wrong advice?
7. Is Social Security taxed in Israel?
8. Timely & Actionable Idea: Getting the goal posts to stop moving.
***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***
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.
5
1212 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: Overcoming Antisemitism By Investing In Your Jewishness
2. Our quote this week is from Charlie Munger on avoiding big mistakes.
3. The Yeshiva where I send my kids is raising tuition by 10%, which is outrageous. How do we get Yeshivas to stop raising the price of tuition?
4. Is moving to Israel a smart financial decision?
5. What type of retirement account should I set up for my business?
6. Aren’t you embarrassed that you consistently give wrong advice?
7. Is Social Security taxed in Israel?
8. Timely & Actionable Idea: Getting the goal posts to stop moving.
***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***
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.
3,194 Listeners
5,395 Listeners
30,683 Listeners
218 Listeners
1,995 Listeners
1,968 Listeners
652 Listeners
435 Listeners
3,050 Listeners
8,618 Listeners
824 Listeners
1,082 Listeners
285 Listeners
730 Listeners
84 Listeners