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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1) Personal Finance Rules Of Thumb (With A Frum Twist)
2) Too many 1099s during tax season? Solution to consider.
3) Old adage about investors in Bear Markets
4) Am I a rookie investor event though I’m making money?
5) What financial advice would you give to someone in their 30s?
6) What are your thoughts on "do it yourself investors"? Can anyone actually invest themselves? On the other hand, do you think everyone should be able to do it themselves?
7) Why isn’t SPY sufficient? It goes up annually 13%+ a year. It pretty
8) I’m a rabbi. I have a rabbi trust provision as part of my contract with my shul. Should I still save in a retirement account?
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) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
By Jonathan On Money5
1212 ratings
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1) Personal Finance Rules Of Thumb (With A Frum Twist)
2) Too many 1099s during tax season? Solution to consider.
3) Old adage about investors in Bear Markets
4) Am I a rookie investor event though I’m making money?
5) What financial advice would you give to someone in their 30s?
6) What are your thoughts on "do it yourself investors"? Can anyone actually invest themselves? On the other hand, do you think everyone should be able to do it themselves?
7) Why isn’t SPY sufficient? It goes up annually 13%+ a year. It pretty
8) I’m a rabbi. I have a rabbi trust provision as part of my contract with my shul. Should I still save in a retirement account?
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) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.

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