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: Spending On Purim: A Blueprint For How To Have A More Meaningful Chag

2.   This week’s quote is from Socrates …

3.   I heard a rumor that owning real estate in a traditional IRA is a bad idea. Why?

4.   I’m an attorney making around 400k a year. My husband works at a nonprofit and makes under 100k. I feel like he is not carrying his share of the financial burden and it’s putting a strain on our relationship. What can I do to empower my husband to make more money and take more of the financial burden off my shoulders?

5.   How did you end up as a financial advisor? Is it something you always wanted to do, or it happened by chance?

6.   Why are you so anti permanent life insurance? I just checked my statement, and I have so much cash value built up. I plan to use it to supplement my retirement.

7.   Timely & Actionable Idea: Strategies for minimizing taxes on a concentrated stock position  

***UPCOMING LIVE WEBINAR*** On THURSDAY, March 20th at 8:30am (EST) featuring, yours truly, Jonathan I. Shenkman of ParkBridge Wealth Management and I will be speaking on “Common Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).”

Register here: https://us02web.zoom.us/webinar/register/WN_H0BjFsLfQnm1tUbOqpGhmA  ***

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