Podcast 97: Show Notes

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: Hope Is Not An Investment Strategy

2.   This week’s quote is from Estee Lauder

3.   My financial advisor requires me to send him a check every quarter for his fee. He said this is standard practice, but it seems cumbersome. Is this the normal way people pay for these services?

4.   Should I use my IRA money to fund my new business?

5.   What do you think about buying zero coupon bonds to save for my kid’s college?

6.   I work at a large accounting firm. We have restrictions on where we can have our money, so they want me to move my funds from my financial advisors to a self-directed platform. I don’t want to do that. What do I do?

7.   Should my Roth IRA be invested differently than my traditional IRA?

8.   Timely & Actionable Idea, “Buy the dip!”

***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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