In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1)   Back To The Basics: Using The “Bucket Approach” To Financial Planning

2)   Making it to Boca

3)   What happens if we’re in a recession?

4)   Should I move to cash to avoid this market volatility?

5)   How should I reposition my portfolio given these nerve racking headlines?

6)   Which investments are you most concerned about right now?

7)   With the benefit of hindsight, what investments decisions would you have changed?

8)   Given the geopolitical situation, what smart investment decisions can I make now?

9)   The fact that you are not concerned makes me concerned. Shouldn’t you be more worried?

10)  Is the stock market doomed for the next few years due to high interest rates?

11)  Do you think the 60/40 strategy is dead?

12)  Since the start of 2021, US Inflation has increased over 17%. At the same time, the Treasury Inflation-Protected Securities ETF has lost 8%. Why?

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney 

Hosted on Acast. See acast.com/privacy for more information.

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “Taxation of Supplemental Needs Trusts” featuring:

Amy C. O'Hara, Esq., CELA®, Partner, Littman Krooks LLP

Today’s show will provide an overview of income, gift and estate taxation of both first-party and third-party supplemental needs trusts. Listeners will learn about which supplemental needs trusts can be treated as qualified disability trusts and what that means for income tax purposes.

Staying connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) Connect on LinkedIn: https://www.linkedin.com/in/shenkman/

4) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney 

Hosted on Acast. See acast.com/privacy for more information.

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1)   Back To The Basics: Investing Is Like A Birthday Cake

2)   Morgan Housel on Warren Buffett’s secret to success

3)   Is college worth the cost?

4)   My company offers a Roth and Traditional 401(k). Can I stop contributing to one and start contributing to the other?

5)   Should I have a ChatGPT construct my investment portfolio?

6)   The key to investing in real estate deals is knowing the manager. Prove me wrong.

7)   60% of my portfolio is in an annuity paying 3.5%. Why invest in stocks?

8)   Why does the market keep falling?

9)   Why do bond prices keep falling?

10)  How impactful will the autoworker union strike be on the economy and my portfolio?

11)  What does former speaker of the house, Kevin McCarthy’s, ouster mean for the markets?

12)  What happens if there is a government shutdown in a few weeks?

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney

Hosted on Acast. See acast.com/privacy for more information.

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “Planning Under SECURE 2.0 and the Proposed Regulations” featuring:

Bruce D. Steiner, Esq. LL.M, Of Counsel, Kleinberg, Kaplan, Wolff & Cohen, P.C.

By way of background, this episode will discuss: 1. The changes under SECURE 2.0 and the proposed regulations. 2. Changes in the required distributions. 3. Additional benefits of Roth conversions. 4. Planning for disabled and chronically ill beneficiaries. 5. How to use charitable remainder trusts to replicate the stretch. 6. Greater flexibility of trusts under the proposed regulations, and more.

Staying connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney 

Hosted on Acast. See acast.com/privacy for more information.

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1)   Why My Year In Israel Was One Of The Best Investments I Have Ever Made

2)   Quote from Dave Ramsey on his portfolio returns.

3)   Doing teshuva when the market is down

4)   What's the difference between nominal and real returns and gross vs net returns?

5)   Should I sell my business for $20 million?

6)   Are ETFs more tax efficient than mutual funds?

7)   Should I put all my money 401k funds into an S&P 500 index fund?

8)   Any suggestions on how to mitigate this massive expense of a 7% rate mortgage?

9)   How to help my spendthrift parents out in retirement?

10)  A financial advisor keeps telling me about his firm’s “thought leadership.” What does that mean?

11)  I want to invest but don’t want to get into the market at totally the wrong time when the world is imploding. What should I do?

12)  How does a stock’s 52-week high and 52-week low impact my investment strategy?

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney 

Hosted on Acast. See acast.com/privacy for more information.

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today we will discuss “A Practical Guide on the Lifecycle of Planning for Art Collections.” Featuring:

Sherri Cohen, Esq., Senior Vice President - Global Head of Fiduciary Client Group, Sotheby’s

By way of background, this show will address the current global art market, including the latest trends, buying habits and predictions. Sherri will discuss special considerations from due diligence to legal risks and liquidity needs that collectors and their fiduciary advisors should undertake when managing, dispersing, and caring for artworks.

Staying connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney 

Hosted on Acast. See acast.com/privacy for more information.

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1)   Reflecting On The Past Year: 6 Lessons For Investing And Life

2)   Quote from Pirkei Avot about money and life

3)   It is not fair that the rich keep getting richer. How do we break the cycle?

4)   Why do so many people ask you about hot real estate deals?

5)   I have 5 kids and five 529 college savings accounts. Should I consolidate them?

6)   What happens if I "superfund" my kids 529 and they don’t need all the money for higher education?

7)   Who should I set as a beneficiary for my retirement accounts and TOD accounts?

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney 

Hosted on Acast. See acast.com/privacy for more information.

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1)   Money Advice Every Parent Should Give Their Children

2)   Theodore Roosevelt on taking risks

3)   Using credit card points to travel

4)   Helping dad out with his IRS audit

5)   Paying an advisor if portfolio declined in value

6)   Getting access to alternative investments

7)   Roth vs traditional IRAs

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney

Hosted on Acast. See acast.com/privacy for more information.

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1)   Affording a frum lifestyle: Increase Your Household Income

2)   Appreciating tradeoffs and living your rich life

3)   Paul Samuelson on investing

4)   The correct global equity allocation

5)   What to do with a large emergency fund

6)   What is my eff you money number?

7)   Does money buy happiness?

8)   How much money should the tooth fairy give?

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney 

Hosted on Acast. See acast.com/privacy for more information.

In this week's episode we will discuss a variety of timely investing financial planning topics, including:

1)   Affording a frum lifestyle: A proactive approach

2)   Financial Benefits of relocating

3)   Mike Ditka on success

4)   What is the ideal net worth?

5)   How to invest if I think we are entering the Dark Ages?

6)   Response to article on the best time to liquidate your I bond position?

7)   The merits of maintain or diversifying away from a deep value tilt in my portfolio.

8)   Dropping out of medical school with tons of debt: What to do now?

Stay connected:

1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter

2) Questions? Comments? Reach out to [email protected]

3) My recent articles: https://www.shenkmanwealth.com/articles

4) My recent videos: https://www.shenkmanwealth.com/videos

5) Follow me on Instagram/Twitter/YouTube @ShenkmanOnMoney

Hosted on Acast. See acast.com/privacy for more information.