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In this week's episode we will discuss a variety of timely investing financial planning topics, including:
1) 7 Ways to Build Your Human Capital
2) Mark Twain on getting ahead
3) Is it ever financially prudent to get premium gas?
4) What's the optimal amount of times a year to do a portfolio rebalance?
5) What's the optimal amount of times a year to do a portfolio review with your advisor?
6) How can a stay at home spouse create their own retirement account?
7) Can I contribute money I won in a lawsuit settlement towards a retirement account?
8) How are UTMA accounts taxed?
9) What do I do with my solo 401k if I moved to a new employer with a 401(k)?
10) What’s the best way to contribute to my husband and my IRA accounts?
11) Should I incur credit card debt to pay Yeshiva tuition?
12) My target date fund does a lot worse than SPY. Should I just move to an index fund for my 403(b)?
13) I’m toying with the idea of working with a financial advisor. What is your personal sales pitch?
Stay connected:
1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter
2) Questions? Comments? Reach out to [email protected]
3) My recent articles: https://www.shenkmanwealth.com/articles
4) My recent videos: https://www.shenkmanwealth.com/videos
5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney
Hosted on Acast. See acast.com/privacy for more information.
By Jonathan On Money5
1212 ratings
In this week's episode we will discuss a variety of timely investing financial planning topics, including:
1) 7 Ways to Build Your Human Capital
2) Mark Twain on getting ahead
3) Is it ever financially prudent to get premium gas?
4) What's the optimal amount of times a year to do a portfolio rebalance?
5) What's the optimal amount of times a year to do a portfolio review with your advisor?
6) How can a stay at home spouse create their own retirement account?
7) Can I contribute money I won in a lawsuit settlement towards a retirement account?
8) How are UTMA accounts taxed?
9) What do I do with my solo 401k if I moved to a new employer with a 401(k)?
10) What’s the best way to contribute to my husband and my IRA accounts?
11) Should I incur credit card debt to pay Yeshiva tuition?
12) My target date fund does a lot worse than SPY. Should I just move to an index fund for my 403(b)?
13) I’m toying with the idea of working with a financial advisor. What is your personal sales pitch?
Stay connected:
1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter
2) Questions? Comments? Reach out to [email protected]
3) My recent articles: https://www.shenkmanwealth.com/articles
4) My recent videos: https://www.shenkmanwealth.com/videos
5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney
Hosted on Acast. See acast.com/privacy for more information.

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