***Request from Jonathan: If you enjoy this show, please rate it on your podcast platform. It will help other personal finance enthusiasts find the podcast. The more people that listen, the more helpful feedback I receive and it allows me continuously improve the show. Thank you!***

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1)   A Frum Person’s Perspective on Dave Ramsey’s Seven Baby Steps

2)   Warren Buffett on inheritance and my thoughts on what it means for parenting in general.

3)   Should I believe a financial advisor who is showing me 10 years of outperformance?  

4)   The most important thing that will determine if you will be successful in reaching your retirement goals.

5)   What's the difference between a 401k and 403b?

6)   Should it be a red flag that my advisor is going to the beach regularly in the summer and not watching the markets?

7)   Moving from stock research to money management. Do the skills to succeed transfer?

8)   Do I need disability insurance and how much coverage is sufficient?

9)   Is it wrong to spend most of my retirement nest egg and leave nothing for my kids?

10)  Given the impending recession should I move to cash?

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.