Jonathan On Money

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


Listen Later

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 

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

3,105 Listeners

The Peter Schiff Show Podcast by Peter Schiff

The Peter Schiff Show Podcast

5,715 Listeners

Orthodox Conundrum by Scott Kahn

Orthodox Conundrum

207 Listeners

The Long View by Morningstar

The Long View

848 Listeners

Sound Investing by Paul Merriman

Sound Investing

323 Listeners

Jewish History Soundbites by Yehuda Geberer

Jewish History Soundbites

441 Listeners

Meaningful People by Meaningful Minute

Meaningful People

1,916 Listeners

The Ramsey Show Highlights by Ramsey Network

The Ramsey Show Highlights

746 Listeners

The Times of Israel Daily Briefing by The Times of Israel

The Times of Israel Daily Briefing

982 Listeners

Kosher Money by Living Lchaim

Kosher Money

777 Listeners

History for the Curious - The Jewish History Podcast by JLE

History for the Curious - The Jewish History Podcast

190 Listeners

Gedale Fenster - Podcast by Gedale Fenster - Podcast

Gedale Fenster - Podcast

338 Listeners

Inspiration for the Nation with Yaakov Langer by Living Lchaim

Inspiration for the Nation with Yaakov Langer

1,013 Listeners

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

Israel: State of a Nation with Eylon Levy

374 Listeners

Stories Of Hope With Tzipora Grodko by Meaningful Minute

Stories Of Hope With Tzipora Grodko

200 Listeners