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In this week's episode we will discuss a variety of timely investing financial planning topics, including:
1) Is it wrong to go on a lavish Passover program?
2) Do I have enough life insurance?
3) Impact of investment timeframe
4) ESG investing
5) Indexed Universal Life Insurance
6) What to do with a lousy 401(k)
7) Scared to get back into the market
8) Asset allocation in retirement
9) Financial planning for the “sandwich generation”
10) Not paying your financial advisor
11) Risks of structured notes
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) Is it wrong to go on a lavish Passover program?
2) Do I have enough life insurance?
3) Impact of investment timeframe
4) ESG investing
5) Indexed Universal Life Insurance
6) What to do with a lousy 401(k)
7) Scared to get back into the market
8) Asset allocation in retirement
9) Financial planning for the “sandwich generation”
10) Not paying your financial advisor
11) Risks of structured notes
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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