Jonathan On Money

Jonathan On Money
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Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information. A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures Hosted on Acast. See acast.com/privacy for more information.

  1. 3D AGO

    Episode 151: IN FOCUS: How to Shift CRT Benefits to Children Under Today’s Tax Rules with Evan Unzelman (CRT Experts)

    ***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 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.

    28 min

  2. MAR 4

    Episode 150: Tax Strategies For Irrevocable Trusts & Hidden Financial Lessons From The Megillah

    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 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    20 min

  3. FEB 25

    Episode 149: Financial Advisors That Should Be Put In Cherem, Money Advice for Travis & Taylor, and Wyoming Holding LLC

    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: Retirement and Falling Rates: Should I Be Concerned?   2.   Our quote this week is from Charley Ellis on investing as a form of entertainment   3.   I just retired with four million dollars but spend about four hundred thousand a year. What investment approach can support my lifestyle for the next thirty years?   4.   After the strong run in international stocks, especially relative to the United States, is it too late to add them to my portfolio if I currently have no international exposure?   5.   What are your thoughts on using a Wyoming holding LLC and moving brokerage assets into a business account for asset protection?   6.   I work in the investment industry and have access to fee‑free private equity deals through GP co‑investments. Should I allocate a portion of my portfolio to them?   7.   I disagree with the assumption that a home only returns the rate of inflation. I believe the return is much higher. How do you justify such a low estimate?   8.   My company was acquired, and I now have one and a half million dollars in my old 401(k). Should I roll it into the new company plan or move it to an IRA?   9.   What financial advice would you give Travis Kelce and Taylor Swift following their engagement?   10.        My plan offers private equity and private credit options inside the 401(k). Since these are typically riskier and less transparent, is it worthwhile to include them in my retirement strategy?   11.        My advisor uses closed‑end funds for the bond portion of my portfolio. How do these differ from traditional mutual funds, and does this approach make sense?   12.        Timely & Actionable Idea: ETFs vs index funds.   ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, February 26th @ 8:30am featuring Evan Unzelman, CEO, CRT Experts, LLC based in Leesburg, Virginia. Evan will be discussing “How to Shift CRT Benefits to Children Under Today’s Tax Rules.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_igkNCHUKSFCBvsZsNWkmZA***   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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    27 min

  4. FEB 18

    Episode 148: IN FOCUS: Escape from New York - Tax & Estate Planning Considerations For Moving To Florida Or Israel with Boaz Feinberg and Lawrence Garbuz

    ***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.       This week, we go IN FOCUS where we explore more advanced wealth planning topics. Today, we are joined by Lawrence I. Garbuz of Lewis and Garbuz, P.C. based in New York and Boaz Feinberg of Arnon, Tadmor-Levy based in Tel Aviv, who will be discussing “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.”   By way of background, in light of shifting political and economic dynamics following the Mamdani mayoral victory in New York, many families are reassessing where to build their future. This webinar explores the tax and estate planning implications of relocating to Florida or Israel, highlighting differences in income tax, estate tax, and cross‑border planning. We’ll discuss strategies to preserve wealth, optimize charitable giving, and ensure compliance across jurisdictions. Whether you’re considering a move for lifestyle, financial, or legacy reasons, this session provides practical insights to guide your decision.   ***UPCOMING LIVE WINTER WEBINAR: My next webinar is on Thursday, February 26th featuring Evan Unzelman who is the CEO of CRT Experts, LLC based in Leesburg, Virginia. Evan will be speaking about “How to Shift CRT Benefits to Children Under Today’s Tax Rules.” You can register here: https://us02web.zoom.us/webinar/register/WN_igkNCHUKSFCBvsZsNWkmZA   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.

    55 min

  5. FEB 11

    Episode 147: How Much To Spend On A Chassan Watch, Tradeoffs, ROI of Baha Mar & All You Can Eat Buffets

    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: How Much To Spend On A Chassan Watch   2.   Our quote this week is from Thomas Sowell On Tradeoffs   3.   I was just fired. Should I exercise and sell my stock options or hold them?   4.   I’m in expensive litigation and my attorney mentioned financing options. Should I finance it, switch to a cheaper lawyer, or stick with him?   5.   Is Baha Mar worth the high cost over winter break? I’m considering booking now for next year.   6.   My retired parents are focused on high-dividend stocks. Are there risks to a high-yield strategy they may be overlooking?   7.   I found a 12% yielding ETF that uses an options overlay strategy. What are the potential downsides?   8.   I use two advisors. One charges more and has slightly lower performance. Should we consolidate with the cheaper, better-performing advisor?   9.   There’s an all-you-can-eat buffet near me. I pack a tin, resell plates to yeshiva guys for $15, and make spending money. My rav says it may be muttar halachically. Is this a sound business model?   10.                 How much money is enough?     11.                 Europeans seem less stressed about healthcare and education. Should the U.S. nationalize more essential services?   12.                 Timely & Actionable Idea: How To Handle Inherited IRAs?   ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, February 12th @ 8:30am featuring Lawrence I. Garbuz of Lewis and Garbuz, P.C. based in New York and Boaz Feinberg of Arnon, Tadmor-Levy based in Tel Aviv. Lawrence and Boaz will be discussing “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_1brOdaa7QLyxTHnJsV-wGA***   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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    25 min

  6. FEB 4

    Episode 146: IN FOCUS: Overcoming Estate and Elder Care Planning Hurdles with Elizabeth Forspan (Forspan Klear)

    ***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 Elizabeth Forspan from Forspan Klear LLP based in Great Neck, NY. Elizabeth will be discussing “Overcoming Estate and Elder Care Planning Hurdles.”   By way of background, this program will cover common estate and elder care planning hurdles that clients face and how attorneys, CPAs and financial advisors can help overcome them. She will also present an in-depth update on the recent Medicaid planning changes, as well as some trends in the estate and elder care planning arena.   ***UPCOMING LIVE WINTER WEBINAR: My next webinar continues on Thursday, February 12th featuring Lawrence Garbuz, Esq. of Lewis and Garbuz AND Boaz Feinberg of Arnon, Tadmor-Levy, who will be speaking on the topic “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.” The program will also offer CLE & CPE credit for those who are interested. You can register here: https://us02web.zoom.us/webinar/register/WN_1brOdaa7QLyxTHnJsV-wGA   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.

    55 min

  7. JAN 28

    Episode 145: Investing In AI, Raising Money Smart Kids, and Investing In Israel vs. Palestine

    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: Raising Money-Smart Children Starts Earlier Than You Think   2.   Our quote this week is from Burton Malkiel on different types of market forecasters   3.   Is Private Credit entering a "bubble" with so many providers coming out with funds and ETFs featuring this category?   4.   How much is too much to spend on a siyum (per person) during the nine days?   5.   What are your thoughts on WNBA players earning substantially less than NBA players? Do you think it’s fair that they are not paid comparable salaries for their hard work?   6.   My parents have a few million dollars, but just retired and have no long term care insurance. How do I protect my inheritance so they don’t spend all their money on long-term care needs should there be a need?   7.   I’m repositioning my portfolio. Should I wait until after Tisha B’av to do so or is that just silliness?   8.  I see some nice income funds paying over 7%. Why not just buy that to generate income in retirement?   9.  What's a 501c(4)? I want to give to a particular non profit and I saw it was categorized as a 501c(4). Any ideas?   10. You discuss investing in Israel from time to time, but let's say I want to support Palestine through investments. How do I do that?   11. What's the difference between an estate tax and inheritance tax? 12. Timely & Actionable Idea: How to best invest in Artificial Intelligence (AI)?   ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 29th @ 8:30am featuring Elizabeth Forspan of Forspan Klear LLP based in New York. Elizabeth will be speaking about “Overcoming Estate and Elder Care Planning Hurdles.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ***   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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    26 min

  8. JAN 21

    Episode 144: How Much To Spend on a Date, Dave Ramsey On Choices, & Are Vanguard's Fees Compelling?

    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: How Much Should You Spend on a Date?   2.   Our quote this week is from Dave Ramsey on the implications of the choices we make.   3.   If low fees matter most, why not move everything to Vanguard?   4.   Which index provider do you prefer for ETFs—CRSP, S&P, Russell, or another—and why?   5.   What’s your view on buffer ETFs? My advisor recommends them to reduce downside risk.   6.   Why is carried interest taxed so favorably, especially for hedge fund and private equity managers?   7.   Should I prioritize funding Roth IRAs for my minor children over other financial goals?   8.   Timely & Actionable Idea: Estate planning considerations   ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 29th @ 8:30am featuring Elizabeth Forspan of Forspan Klear LLP based in New York. Elizabeth will be speaking about “Overcoming Estate and Elder Care Planning Hurdles.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ***   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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

    22 min
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5
out of 5
15 Ratings

About

Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information. A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures Hosted on Acast. See acast.com/privacy for more information.

Information

  • Creator
    Jonathan On Money
  • Years Active
    2023 - 2026
  • Episodes
    151
  • Rating
    Clean
  • Copyright
    © Jonathan I. Shenkman
  • Show Website
    Jonathan On Money

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