Jonathan On Money

Episode 121: Commercial Real Estate, Managing A Financial Windfall, & Sports Betting Within Your Portfolio


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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: How to manage a financial windfall

 

2.   Our quote this week is from Johnny Depp on paying for privacy  

 

3.   Given Trump's obsession with tariffs, and the markets recent plunge, do you think the market will recover? How long will it take?

 

4.   I’m 67 years old and want to buy my dream home in a new development just outside of Jerusalem. Should I spend about 40% of my liquid net worth to do so?

 

5.   I’m 65 and inherited $650,000. My question is if I’m too old to invest in the stock market?

 

6.   What are your thoughts/forecast on commercial real estate as an asset class?

 

7.   Where does sports betting fit into my investment strategy?

 

8.   Timely & Actionable Idea: The folly over fighting over an inheritance

 

 

***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

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Jonathan On MoneyBy Jonathan On Money

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