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 will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Brian Balduzzi and Lisa Presser both from the law firm Faegre Drinker Biddle & Reath based in Philadelphia and Princeton, NJ . Brian and Lisa will be discussing “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Given the potential sunset of the Tax Cuts and Jobs Act or a repeal of the federal estate and generation-skipping transfer tax, this program will discuss some estate planning topics that may have been missed or overlooked by advisors and clients. These over-looked tips in estate planning include life insurance planning, broad limited powers of appointment, QTIP-able trusts, GRATs, and more.

***UPCOMING LIVE WEBINAR: On Thursday, May 8th @ 8:30am (New York time) featuring Timothy Noonan, a Partner at Hodgson Russ LLP based in Buffalo, NY will be speaking on “Hot Topics in NY Tax Audits and Enforcement.”

Register here: https://us02web.zoom.us/webinar/register/WN_sFsNmWyqSSqHxjNq9pXcew   ***

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 Considerations Before Making Aliyah

2.   This week’s quote is from Epictetus

3.   Should I be concerned that the S&P 500 is so concentrated in a few stocks?

4.   Does it make sense to fully fund 529 accounts for each of my kids?

5.   Should I buy Bitcoin now? I’m afraid I missed the boat by not buying it before.

6.   I was told to set up a SLAT for asset protection reasons. I’m a do it yourself type of guy, so how would you recommend setting this up myself and not hiring a lawyer?

7.   What are your thoughts on how to avoid the additional IRMAA payments if my income keeps rising?

8.   Timely & Actionable Idea: Concentrated investments can make you rich but may not keep you rich.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

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: Instagram | X | YouTube | LinkedIn

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: The Passover Paradox

2.   This week’s quote is from Christopher Columbus

3.   Should I diversify my investments out of just the S&P 500 or just keep it in that fund given the high returns?

4.   Do you have a minimum account size?

5.   Do you think encouraging a child to work in high school to make money is essential to have a positive financial trajectory or should they just be focused on doing well in school and extracurricular activities?

6.   I was listening to Bloomberg and the commentator said that the S&P 500 was “unched” for the day. What does that mean?

7.   Timely & Actionable Idea: 6 Tactical Moves to Make In A Bear Market

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

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: Instagram | X | YouTube | LinkedIn

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: Investing Superpowers

2.   This week’s quote is from Confucius and George Carlin

3.   Should I invest an S&P 500 fund or a Robo Advisor?

4.   I’m applying to work in the wealth management industry. What are your thoughts on the big firm training programs vs starting at an independent firm, trust company, etc.?

5.   Is there any consideration that should be given to how much one should hold inside a single brokerage account?

6.   I’m retiring to Israel and want to buy a place there, but it would require me to put down 50% of my nest egg. Should I do it?

7.   My kid just started making money babysitting. Do you think I should insist that they donate 10% to charity and save 20% for their future in order to instill good financial habits?

8.   Timely & Actionable Idea: The merit and drawbacks of concentrated investment positions.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

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: 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, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s show, Jonathan Shenkman will share my thoughts on “Common Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).”

In this episode, Jonathan Shenkman will explore how an individual’s approach to managing their personal finances is shaped by a myriad of influences. These may include one’s upbringing, community, social circles, and religious beliefs. Another, often overlooked, factor is one’s level of wealth. For ultra-high-net-worth families, financial planning techniques and their relationship with money may differ. Jonathan will review these mistakes/misconceptions from years of working with high-net-worth families. He will also offer practical ideas on how to overcome these hurdles to success.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

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: Tariffs: Should Retirees Be Concerned?

2.   This week’s quote is from Ralph Waldo Emerson.

3.   What’s the difference between an ERISA 403b plan and non-ERISA 403b plan?

4.   Should I change financial advisors when I retire?

5.   Any reason why you would tell someone to NOT max out your 401k?

6.   I’ve been investing in a Dow Jones index fund since I started investing. What’s the difference between the Dow an s and p 500 index fund?

7.   I heard you on the Kosher Money podcast and was troubled by the way you disparaged those who teach gemerah. These Torah scholars are literally holding up the world and are much holier than most of us. What gives?

8.   Timely & Actionable Idea: Achieving success in one area of life does not necessarily translate to success in personal finance.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

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: 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, we will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Galia Antebi LL.M, Member and Head of Tel Aviv Office of Ruchelman PLLC. Galia will be discussing “Form 3520 Reporting Under The Proposed Regulations.”

In this episode, Galia will discuss when distributions from foreign trusts have to be disclosed on Form 3520, and what constitutes a distribution; when a U.S. person is considered to be the owner of a foreign trust, causing its creation to be reportable on Form 3520. We will address in that relation existing rules and the proposed regs under sections 643(i), 679, 6039F, 6048, and 6677 of the Code.

***UPCOMING LIVE WEBINAR: On Thursday, March 20th @ 8:30am (New York time) featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management. I will be discussing “Common Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).”

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

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: 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  ***

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: 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, we will go IN FOCUS where we cover more advanced wealth planning topics.

Today, we are joined by Kevin Matz, Esq., CPA, LL.M. (Taxation), a Partner, ArentFox Schiff LLP based in New York City. Kevin will be speaking on the “Highlights of the 2025 Heckerling Institute on Estate Planning.”

In this episode, Kevin Matz will summarize many of the highlights of the 2025 Heckerling Institute on Estate Planning as well as some other topics that were hot off the press just a few hours before the recording. If you are an estate planning practitioner, wealth manager, or high-net-worth investor, these topics may be very relevant to your life and I imagine you will get a lot out of this week’s episode.

***UPCOMING LIVE WEBINAR: Tuesday, March 11th 2025 @ 8:30am (New York time) featuring Galia Antebi, Head of Tel Aviv Office at Ruchelman PLLC. Galia will be speaking on “Form 3520 Reporting Under The Proposed Regulations.” Register here: https://us02web.zoom.us/webinar/register/WN_jF2M3mL1TyeDcATR9-xCOA ***

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.

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 ***

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: Instagram | X | YouTube | LinkedIn

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