Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.     

This week, we go IN FOCUS where we explore more advanced wealth planning topics.     

Today, we are joined by Lisa Presser and Brian Balduzzi both from the law firm Faegre Drinker Biddle & Reath based in Princeton, NJ & Philadelphia, PA. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.”

By way of background, since 2006, certain qualifying individuals have been able to distribute a portion of their individual retirement accounts to qualified charities while excluding these distributions from their taxable income. The rules related to making these qualified charitable distributions (“QCDs”) have evolved over the years, most recently under the SECURE Act and SECURE Act 2.0. While simple in theory, the QCD rules can be a tax trap or missed opportunity for investors. As families consider their tax and charitable planning for 2026 and beyond, their advisors should review the rules, the best practices and traps for consulting with clients on making QCDs in a timely and efficient manner.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Tuesday, May 12th featuring Timothy P. Noonan, Esq. Partner, Hodgson Russ LLP  based in Buffalo, NY. Tim will be discussing Hot Topics in State Tax Residency: Audit Enforcement and Wealth Taxes.” You can register here: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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

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: Inherited Real Estate with Siblings: What to Do When You Want to Sell and They Don’t

2.   This week’s quote is from Seneca on luck

3.   Will ever be able to buy a home in the five towns?

4.   How do you stay on top of the latest news around the world so you can position your clients portfolios appropriately? I

5.   How would you suggest that I "dress to impress” without breaking the bank?

6.   Do you have any advice on the decumulation phase where I need to take out money?

7.   I was speaking to a guy in my community who told me he’s been earning 18% a year in ETFs. How do I do this to grow my money at that rate?

8.   Timely & Actionable Idea: Spending on big ticket items leading up to retirement.

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 30th @ 8:30am featuring Brian Balduzzi and Lisa Presser both from Faegre Drinker Biddle & Reath LLP based in both Philadelphia and Princeton, NJ. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_x9jFRCs3QDuEbmuW8hPerQ***

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

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

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.     

This week, we go IN FOCUS where we explore more advanced wealth planning topics.    

Today, we are joined by Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP based in Rockville Center, NY who will be discussing “When the Family Is the Business: Why You Need a Real Partnership Agreement.”

By way of background, family-owned companies often put off or avoid adopting written partnership agreements - instead relying on trust, history and shared interests - a model that can work...until it doesn't. This episode will explain why a written partnership agreement is necessary even for a family business...and sometimes especially for a family business. It will also explore the various pressure points that a well-written partnership agreement addresses, including economics, management, conflict resolution and succession planning.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, April 30th featuring Brian M. Balduzzi, Esq., and Lisa Presser, Esq. both from Faegre Drinker Biddle & Reath LLP based in both Philadelphia and Princeton, NJ. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.” You can register here: https://us02web.zoom.us/webinar/register/WN_x9jFRCs3QDuEbmuW8hPerQ

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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

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: Financial Planning Advice for Frum Families Struggling to Make Ends Meet

2.   This week’s quote is from Morgan Housel on progress and setbacks

3.   How do I afford going on a Pesach program work every year and save money for my future?

4.   Do you think it is fair that teachers are so underpaid when you factor in the importance of their job?

5.   My uncle advised me to never reinvest dividends because it’s impossible to keep your cost basis information straight. Is there any merit to this?

6.   Timely & Actionable Idea: Retirement Readiness: Wipe out ALL debt

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 16th @ 8:30am featuring Av Sinensky of Falcon Rappaport & Berkman LLP based in Long Island, who will speaking about “When the Family Is the Business: Why You Need a Real Partnership Agreement.” This program will be for ***CLE/CPE credit available for accountants and attorneys-based NY/NJ***. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg***

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

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

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.    

Today, Jonathan will discuss Today, I discuss “Retirement 2.0: Modern Planning Strategies for 2026.”

By way of background, retiring in 2026 looks very different from your parent's or grandparent's retirement. Longer lifespans, evolving family dynamics, more investment options, and shifting financial realities mean today’s retirees face challenges unlike those of 20–30 years ago. In this 30‑minute session, Jonathan Shenkman will draw on nearly two decades of experience to highlight the most pressing hurdles confronting retirees today. He will also provide practical, actionable strategies that advisors and their clients can use to navigate this new landscape with confidence and clarity.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, April 16th featuring Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP BASED IN Long Island, NY. Av will be discussing “When the Family Is the Business: Why You Need a Real Partnership Agreement.” You can register by clicking on the link in the show notes. You can register here: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg

***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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

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:      

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

1.   Talking points: Ways to Overcome the Risks of Retiring Into a Down Stock Market

2.   This week’s quote is from Tim Ferriss on losing site on what money is really for.

3.   You seem pretty negative on both crypto and private equity. What do you think is worse?

4.   I am 65 and have $250k in my 401(k). An advisor suggested putting it all into an annuity, promising a 10% return. Now what?

5.   If growth stocks and private equity have the highest returns, why not invest exclusively in that area of the market?

6.   What are your 2026 mid-year market predictions?

7.   Would you take ~1mil/yr to exclusively be the financial advisor for a client I work with who has ~$400mil?

8.   Timely & Actionable Idea: read the book “The Money Kings: The Epic Story of the Jewish Immigrants Who Transformed Wall Street and Shaped Modern America” by Daniel Schulman?

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 16th @ 8:30am  featuring Av Sinensky of Falcon Rappaport & Berkman LLP based in Long Island, who will speaking about “When the Family Is the Business: Why You Need a Real Partnership Agreement.” This program will be for ***CLE/CPE credit available for accountants and attorneys-based NY/NJ***. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg***

Stay connected:

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

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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

***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.    

Today, we are joined by Kevin Matz of ArentFox Schiff LLP based in New York City who will be discussing “Highlights of the 2026 Heckerling Institute on Estate Planning.”

By way of background, in this episode Kevin Matz will summarize many of the highlights of the 2026 Heckerling Institute on Estate Planning. For those who don’t know the Heckerling conference focuses on the latest developments in estate planning, tax planning, asset protection, and trust administration. It is essentially the Super Bowl for estate planning professionals where thousands of attendees gather to discuss the latest strategies and trends in the industry. So, for those who want to be up to date with all the most recent planning ideas, be sure to listen to this entire episode.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, April 16th featuring Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP BASED IN Long Island, NY. Av will be discussing “When the Family Is the Business: Why You Need a Real Partnership Agreement.” You can register by clicking on the link in the show notes. You can register here: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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

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:     

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

1.   Talking points: Is My Yeshiva’s Retirement Plan Up to Standard?

2.   This week’s quote is from Rabbi Lord Jonathan Sacks on opportunity vs. temptation.

3.   I have a pension at work and can take it as an annuity or a lump sum. What makes more sense?

4.   I have a 401(k) with company matching, but I have no idea what I’m invested in. Is that really bad?

5.   If the Fed lowers rates by a quarter point, how should investors reposition their portfolios today?

6.   My 401(k) has around 50 investment options. I worked with my advisor, but in general is having so many choices good or bad for investors?

7.   What’s the best purchase you’ve made recently for $100 or less, and why?

8.   What’s the most overrated concept in personal finance?

9.   I want to invest with a real estate company, but they don’t issue a land acknowledgment. How can I persuade them to add one?

10. My wealthy uncle is debating buying a private jet versus fractional ownership. As his consigliere, what guidance should I give him?

11. Is there any way to avoid paying tax on an inherited IRA?

12. Timely & Actionable Idea: Getting laid off before you are ready to retire.

***UPCOMING LIVE WINTER WEBINAR: On TUESDAY, March 24th @ 8:30am featuring Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, where I will discuss “Retirement 2.0: Modern Planning Strategies for 2026.”  SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_T9IKYH8mS_exLVzyuANZDQ***

Stay connected:

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

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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

***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.    

Today, we are joined by Evan Unzelman of CRT Experts, LLC. based in Leesburg, Virginia who will be discussing “How to Shift CRT Benefits to Children Under Today’s Tax Rules”.

By way of background, this episode will discuss how clients with existing Charitable Remainder Trusts (or CRTs) can shift their trust’s economic benefit to children – either by selling their CRT income interest for cash, allowing immediate gifting and flexibility, or by tax-efficiently transferring the interest to a new CRT designed to create a structured income stream for heirs (a “CRT rollover”). We’ll cover when each approach is appropriate, along with valuation, tax treatment, and real-world case studies.

***UPCOMING LIVE WINTER WEBINAR: My next webinar is on Thursday, March 12th featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York City. Kevin will be discussing “Highlights of the 2026 Heckerling Institute on Estate Planning.”

You can register here: https://us02web.zoom.us/webinar/register/WN_Qe6a6x5EQ2KGO9tIopWRkg

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to [email protected]

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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

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:     

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

1.   Talking points: 5 Hidden Investing Lessons From The Megillah

2.   This week’s quote is from Isaac Newton where he discusses calculating mans madness.

3.   I’m 67 with $200k saved, no debt, and strong income. My advisor says to save 50% of my net income for seven years to retire comfortably. Given my age and health uncertainties, should I prioritize saving or enjoying my money now?

4.   A movie outing for my family recently cost $200. With prices so high, is this still a worthwhile use of money?

5.   My assets are in an irrevocable trust, and the tax rates are steep. Are there strategies to reduce the trust’s tax burden?

6.   Do you ever decline potential clients with eight‑figure or larger portfolios?

7.   What’s the best way to determine whether to pay off a large low‑interest debt—like a mortgage or student loan—after receiving a windfall? Beyond obvious extremes, is there a formula for deciding when paying it off makes sense?

8.   Timely & Actionable Idea: Simplify your financial life

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, March 12th @ 8:30am featuring Kevin Matz who is a Partner at ArentFox Schiff LLP based in New York City. Kevin will be discussing “Highlights of the 2026 Heckerling Institute on Estate Planning.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Qe6a6x5EQ2KGO9tIopWRkg***

Stay connected:

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

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  

4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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