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.

This week we discuss “HOT TOPICS” in the field of wealth management where Jonathan and a guest go through several timely topics that are relevant to advisors and investors.

Today, we are pleased to welcome Martin Shenkman, Esq. of Shenkman Law  based in New York. He is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications and is the author of over 40 books and approximately 1,500 articles on the subject of estate planning.

Today we discuss:

1) Connely buy sell insurance

2) ESG vs Values based investing

3) Step Transaction doctrine

4) Direct Indexing

5) New Corporate Transparency Act (CTA) developments

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

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 

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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) Should You Buy Nvidia?

2) This week’s quote is from John D. Rockefeller on the importance of giving.

3) AI is the buzzword these days, but I’m generally concerned that it will replace humans. Do you believe that will happen?

4) My insurance broker said a 401(k) is a scam and instead I should “be my own bank” and “invest in myself”. What does he mean by that, and does he have a point?

5) How do I know when I have enough money?

6) I have profits in my investment portfolio. I like to use part of these profits to fund other aspects of my life. My advisor told me this isn’t helpful, but I’m not using all the money, so what’s the big deal?

7)  I’ve been handling my finances my entire career. I think I’ve done an adequate job. I’m on the fence if I should hire a financial advisor. Do you have any guidelines when someone should work with a financial advisor and when it doesn’t make sense?

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

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 cover “Children & Money: Timeless Strategies To Transmit to The Next Generation” featuring Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management Based in New York.

In today’s show, I will draw on years of experience advising high-net-worth families, to discuss the most important financial lessons that every parent should convey to their children regardless of level of wealth. This timeless framework will help lay the foundation for our children’s financial future, while also benefiting society and generations to come.

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com

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)  Rethinking Your “Bucket List” In Retirement

2)  ***SPECIAL SECTION*** Personal Finances Lesson for all the Dads out there!

3)  Do I not have enough allocated to Nvidia? I want to make sure that I am not missing the boat.

4)  What does your typical day look like?

5)  What is the value of long term care insurance?

6)  I’m currently 100% in stocks in my portfolio. Based on my age I’m ready to tone it down to 80% stock. When should I make the adjustment given the gyrations in the market?

7)  My future machatanim want a wedding at a takanah hall. I don’t want to do this. What would you recommend as a compromise somewhere between a takanah hall and a fancy venue in Manhattan?

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

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 cover “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries” featuring Lisa Presser and Brian Balduzzi both of the law firm Faegre Drinker Biddle & Reath based in Princeton, NJ and Philadelphia PA.

Today’s show will discuss some of the estate and tax planning considerations for couples with irrevocable trusts established before or during their marriage. With more couples choosing to marry, or re-marry, later in life, and beneficiaries set to inherit from one of the largest wealth transfers in modern US history, intentional and proactive planning to plan, prepare, and protect assets within a family is more important than ever. This program will cover some of the challenges, strategies and best practices when advising families on planning prior to a marriage of a loved one, preparing clients’ estate and gift planning, or protecting family assets in the event of a divorce.

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com

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)  What investors can learn from the medias terrible coverage of the Gaza/Israel war

2)  Quote from financial writer Nick Murray on investors biggest risk.

3)  Does my son is a 25 year old son need umbrella insurance?

4)  What type of lawyer makes the most sense from a financial and life balance?

5)  What do you think about instituting universal basic income?

6)  What is the “still working exception” and should I use it?

7)  Questions on “asset location” from an index fund investor?

8)  Should I sell my loser investments and double down on the winners?

9)  What’s the optimal number of investments to have in one’s portfolio?

10) How should I leave my Roth IRA vs my Traditional IRA to my kids given their different careers?

11) I work in biotech. Should I invest in what I know and put more money in biotech given my background?

12) Thoughts on a covered call strategy?

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

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 discuss “Qualifying as Qualified Small Business Stock (Section 1202)” featuring Andrew Katzenberg who is a Partner at ArentFox Schiff LLP based in both Washington DC and New York City.

This week’s episode show will cover 1) the application of Section 1202, 2) the general requirements to meet the qualified small business stock (or “QSBS”) exemption, and 3) the special rules related to holding periods and entity control.

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com

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)  The Great New York Earthquake Of 2024: Lessons For Financial Preparedness

2)  Quote from FDR on Money and Happiness

3)  The Summer Financial Challenge

4)  Why do people get so excited about all real estate deals (most of which don’t end up working out)? If you want to play the investment lottery, why not make a bet on a small biotech stocks that have more upside potential?

5)  I was gifted stock in Intel. It went up, however, recently I lost a lot of money. While I’m still up big relative to where I started, I still don’t want to sell the stock at such a big loss from my all time high. What should I do?

6)  Should be hesitant on rolling over a large 403b into my IRA and disrupting its growth?

7)  My friend in shul told me to buy a particular stock. It has went up meaningfully since we spoke and I didn’t buy it. Should I buy it in at a worse price or wait for the price to drop?

8)  With yields higher these days, I’m thinking about using my dividends and income to live on like my dad did. You've mentioned you don’t think this is an optimal approach. Why?

9)  I have a business idea that involves selling stuff to the antisemites on college campuses. I’m a Zionist but wouldn’t mind taking their money. Is that wrong?

10) With a terrible geopolitical and economic outlook, doesn’t it concern you to be an investor?

11) The country’s debt burden is crippling. Does this worry you? Why or why not?

12) Housing prices are astronomical. Should I help my kids buy a house?

13) As a recent college graduate am I screwed? Inflation is high, rates are high, home prices are high. Do I have any chance of making it financially?

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

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 discuss “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent” featuring Marc Misthal and Michelle Yeung both of Offit Kurman based in New York City.

This week’s episode show will cover ways to guide your creator clients to protect their estate plans through the lens of the Copyright Act termination rights. One of the goals of the Copyright Act of 1976 was to protect artists and creators from the avaricious entertainment and publishing industries. In doing so, it also created the unintended consequence of forced heirship. The Copyright Act allows creators to terminate any inter vivos transfers of copyright and reclaim ownership of their copyright 35 years after the date of transfer (which was repeated when copyright terms were extended in 1998). If the creator does not exercise their right while alive, then it is inheritable by their “statutory heirs,” giving them the ability to undo or spoil the creator’s estate plans.

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com

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.   “It’s not a vacation. It’s a lifestyle!”

2.   ParkBridge Turns Two: Reflections On Being a Business Owner

3.   “No Pain, No Gain!”

4.   How much should one spend on new clothes for a Passover program?

5.   How much should I spend on afikoman presents for my kids?

6.   What financial advice would you give to someone in their 60s?

7.   My sister and I are around the same age, but our portfolios have very different allocations. Should this be concerning?

8.   What's backyard risk?

9.   What financial advice would you give to someone in their 70s and beyond?

10.Are there any legitimate non-scam-like way to approach day trading as my new full time gig while helping care for my mother?

11.I’m looking to tax efficiently and give money to charity. Any ideas on how I do that?

12.I’m 74. Can I still make contributions to my IRA even though I’m taking RMDs?

13. My great granddad owned land in Oklahoma. I’m being solicited to sell mineral rights in this land to companies looking to buy them. What should I do?

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

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.