
Sign up to save your podcasts
Or


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) What investors can learn from the medias terrible coverage of the Gaza/Israel war
2) Quote from financial writer Nick Murray on investors biggest risk.
3) Does my son is a 25 year old son need umbrella insurance?
4) What type of lawyer makes the most sense from a financial and life balance?
5) What do you think about instituting universal basic income?
6) What is the “still working exception” and should I use it?
7) Questions on “asset location” from an index fund investor?
8) Should I sell my loser investments and double down on the winners?
9) What’s the optimal number of investments to have in one’s portfolio?
10) How should I leave my Roth IRA vs my Traditional IRA to my kids given their different careers?
11) I work in biotech. Should I invest in what I know and put more money in biotech given my background?
12) Thoughts on a covered call strategy?
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) What investors can learn from the medias terrible coverage of the Gaza/Israel war
2) Quote from financial writer Nick Murray on investors biggest risk.
3) Does my son is a 25 year old son need umbrella insurance?
4) What type of lawyer makes the most sense from a financial and life balance?
5) What do you think about instituting universal basic income?
6) What is the “still working exception” and should I use it?
7) Questions on “asset location” from an index fund investor?
8) Should I sell my loser investments and double down on the winners?
9) What’s the optimal number of investments to have in one’s portfolio?
10) How should I leave my Roth IRA vs my Traditional IRA to my kids given their different careers?
11) I work in biotech. Should I invest in what I know and put more money in biotech given my background?
12) Thoughts on a covered call strategy?
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.

30,609 Listeners

3,242 Listeners

5,467 Listeners

220 Listeners

2,020 Listeners

2,003 Listeners

665 Listeners

477 Listeners

3,333 Listeners

819 Listeners

8,447 Listeners

1,122 Listeners

341 Listeners

936 Listeners

150 Listeners