Jonathan On Money

Episode 37: 6 Strategies to Lower Your Taxes in Retirement


Listen Later

Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

 

1)   6 ways to lower your taxes in retirement

2)   Steve Martin on spending money

3)   Why are yiddim so good at making money?

4)   Picking a new financial advisors based on targeted returns.

5)   How much does past performance matter when constructing a portfolio?

6)   My son is engaged to a spendthrift. Is his marriage doomed to fail?

7)   Can I have a SIMPLE IRA and a 401k?

8)   Are Separately Managed Accounts as good as they are hyped up to be?

9)   Laddering CDs as an investment strategy.

10) How to invest if I am concerned about eating into my principal investment?

11) I want to quit my job and become a stay-at-home mom. My husband won’t allow it. How do I convince him?

 

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) Click to follow/connect: Instagram | X | YouTube | LinkedIn 

Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

Jonathan On MoneyBy Jonathan On Money

  • 5
  • 5
  • 5
  • 5
  • 5

5

11 ratings


More shows like Jonathan On Money

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,167 Listeners

The Peter Schiff Show Podcast by Peter Schiff

The Peter Schiff Show Podcast

5,673 Listeners

Orthodox Conundrum by Scott Kahn

Orthodox Conundrum

215 Listeners

The Long View by Morningstar

The Long View

885 Listeners

Sound Investing by Paul Merriman

Sound Investing

343 Listeners

Jewish History Soundbites by Yehuda Geberer

Jewish History Soundbites

451 Listeners

Meaningful People by Meaningful Minute

Meaningful People

1,966 Listeners

The Ramsey Show Highlights by Ramsey Network

The Ramsey Show Highlights

777 Listeners

The Times of Israel Daily Briefing by The Times of Israel

The Times of Israel Daily Briefing

1,065 Listeners

Kosher Money by Living Lchaim

Kosher Money

794 Listeners

History for the Curious - The Jewish History Podcast by JLE

History for the Curious - The Jewish History Podcast

192 Listeners

Gedale Fenster - Podcast by Gedale Fenster - Podcast

Gedale Fenster - Podcast

377 Listeners

Inspiration for the Nation with Yaakov Langer by Living Lchaim

Inspiration for the Nation with Yaakov Langer

1,073 Listeners

Israel: State of a Nation with Eylon Levy by State of a Nation Podcast

Israel: State of a Nation with Eylon Levy

382 Listeners

Stories Of Hope With Tzipora Grodko by Meaningful Minute

Stories Of Hope With Tzipora Grodko

280 Listeners