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: 5 strategies to panic prudently during a market downturn

2.   Our quote this week is from J.P. Morgan on betting on America

3.   I’m retiring this year (or planning to). With the market choppy I am terrified about retiring and outliving my funds. Any strategy you recommend? For context, I have $2.1 million in cash.

4.   I dollar cost average twice a month. Would you advise that I delay my next contribution until the market is less choppy and to see what transpires from the Putin/Trump meeting in Alaska?

5.   I successfully timed the market this year and avoided the market drop due to reciprocal tariffs. I can time the market. What do you have to say to that?

6.   Will tariffs increase inequality?

7.   I’m looking to grow my business and see you post a lot on social media. Are you using some kind of marketing consultant for this or was it all your own initiative?

8.   Timely & Actionable Idea: Implementing a framework for giving

***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.