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.   A shtickle rant…

2.   Talking points: The New Pharaoh & Planning For Change

3.   This week’s quote is from Voltaire

4.   Do you regret your position on Bitcoin given its meteoric rise?

5.   I took out an adjustable rate mortgage several years back. Should I refinance to a 15 year at 6.25% and invest all my cash in the market or pay it off?

6.   What happens to my FSA account when I leave my employer?

7.   What is a kiddie tax and how does it work?

8.   When listening to Bloomberg or CNBC they are always talking about achieving a soft landing. What is a soft landing and how does it impact me?

9.   Timely & Actionable Idea: Use a “financial road map”

***UPCOMING LIVE WEBINAR on FRIDAY, February 28th at 8:30am (EST) featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York. He will be speaking on the topic of “Highlights of the 2025 Heckerling Institute on Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q ***

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