Jonathan On Money

Episode 62: Personal Finances Lessons For All The Dads Out There!


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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)  Rethinking Your “Bucket List” In Retirement

2)  ***SPECIAL SECTION*** Personal Finances Lesson for all the Dads out there!

3)  Do I not have enough allocated to Nvidia? I want to make sure that I am not missing the boat.

4)  What does your typical day look like?

5)  What is the value of long term care insurance?

6)  I’m currently 100% in stocks in my portfolio. Based on my age I’m ready to tone it down to 80% stock. When should I make the adjustment given the gyrations in the market?

7)  My future machatanim want a wedding at a takanah hall. I don’t want to do this. What would you recommend as a compromise somewhere between a takanah hall and a fancy venue in Manhattan?

 

 

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 

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