In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1)     The futile pursuit of perfection

2)     The “Kiddush Club Portfolio”

3)     Should I prioritize paying Yeshiva tuition bills over retirement savings?

4)     Definition of work life balance

5)     Quitting corporate job in tech to start a business.

6)     Secret to becoming wealthy.

7)     Should higher yields on money market accounts change the positioning of an investor’s portfolio?

8)     Is rebalancing one’s portfolio worth the unwanted tax implications?

9)     UTMA vs 529 accounts: Which one should I use for my kids?

10) Should I refinance my real estate investments to raise cash?

11) Municipal vs Federal money market account in a high tax state

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.