
Sign up to save your podcasts
Or


In this week's episode we will discuss a variety of timely investing financial planning topics, including:
1) Reflecting On The Past Year: 6 Lessons For Investing And Life
2) Quote from Pirkei Avot about money and life
3) It is not fair that the rich keep getting richer. How do we break the cycle?
4) Why do so many people ask you about hot real estate deals?
5) I have 5 kids and five 529 college savings accounts. Should I consolidate them?
6) What happens if I "superfund" my kids 529 and they don’t need all the money for higher education?
7) Who should I set as a beneficiary for my retirement accounts and TOD accounts?
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) Reflecting On The Past Year: 6 Lessons For Investing And Life
2) Quote from Pirkei Avot about money and life
3) It is not fair that the rich keep getting richer. How do we break the cycle?
4) Why do so many people ask you about hot real estate deals?
5) I have 5 kids and five 529 college savings accounts. Should I consolidate them?
6) What happens if I "superfund" my kids 529 and they don’t need all the money for higher education?
7) Who should I set as a beneficiary for my retirement accounts and TOD accounts?
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.

30,667 Listeners

3,222 Listeners

5,479 Listeners

218 Listeners

2,023 Listeners

1,991 Listeners

662 Listeners

451 Listeners

3,211 Listeners

820 Listeners

8,760 Listeners

1,106 Listeners

321 Listeners

835 Listeners

112 Listeners