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.   Talking points: A Time For Spiritual & Financial Introspection

2.   This week’s quote is from Walt Disney.

3.   I do well financially, but when I see a friend who does better than me I become quite jealous. Any suggestions on how to overcome this?

4.   Should I use a Roth IRA to save for higher education?

5.   I was offered a tactical and strategic model portfolio. What’s the difference and what should I go with?

6.   The head of BlackRock seems to be very pro Bitcoin. If the head of the largest money management firm is so pro Bitcoin, don’t you think that makes it an attractive investment.”?

7.   Question from a fellow financial advisor: New husband to my client is difficult and not knowledgeable about personal finance. He is trying to get his wife (my client) to switch advisors who is less knowledge than me. What should I do?

8.   A timely and actionable investment idea

***UPCOMING LIVE WEBINAR: Tuesday, October 15th at 8:30am (EST). featuring K. Eli Akhavan, Esq. Partner, Grant, Herrmann, Schwartz & Klinger LLP on “International Estate Planning - Traps for the Unwary." Register here: https://us02web.zoom.us/webinar/register/WN_acbI7_omRKuQt7oNUrTjKw   

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