Jonathan On Money

Episode 75: What Percentage of My Portfolio Should Be In Alternative Investments?


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.   Spending Money On Things Vs. Experiences

2.   This weeks quote is from Tony Robbins

3.   How much should I invest in “alts”?

4.   My husband and I love cars since; however, we also want to take the family to Israel for sukkos. Realistically, we can’t do both. Thoughts?

5.   I went to the best schools and have advanced. I’ve read tons of literature on investing, but I can't seem to get this investing thing right. Why can't I make money by investing?

6.   My son wants to go into wealth management, but has no interest in money. He enjoys investing, but doesn’t appreciate the finer things in life. Will this be a problem if he is trying to win business from high-net-worth families?

7.   Tim Walz's financial disclosures came out. What are your thoughts on his finances?

8.   A timely and actionable investment idea

 

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

3,167 Listeners

The Peter Schiff Show Podcast by Peter Schiff

The Peter Schiff Show Podcast

5,671 Listeners

Orthodox Conundrum by Scott Kahn

Orthodox Conundrum

215 Listeners

The Long View by Morningstar

The Long View

884 Listeners

Sound Investing by Paul Merriman

Sound Investing

343 Listeners

Jewish History Soundbites by Yehuda Geberer

Jewish History Soundbites

449 Listeners

Meaningful People by Meaningful Minute

Meaningful People

1,955 Listeners

The Ramsey Show Highlights by Ramsey Network

The Ramsey Show Highlights

772 Listeners

The Times of Israel Daily Briefing by The Times of Israel

The Times of Israel Daily Briefing

1,062 Listeners

Kosher Money by Living Lchaim

Kosher Money

794 Listeners

History for the Curious - The Jewish History Podcast by JLE

History for the Curious - The Jewish History Podcast

192 Listeners

Gedale Fenster - Podcast by Gedale Fenster - Podcast

Gedale Fenster - Podcast

377 Listeners

Inspiration for the Nation with Yaakov Langer by Living Lchaim

Inspiration for the Nation with Yaakov Langer

1,069 Listeners

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

Israel: State of a Nation with Eylon Levy

382 Listeners

Stories Of Hope With Tzipora Grodko by Meaningful Minute

Stories Of Hope With Tzipora Grodko

280 Listeners