Jonathan On Money

Jonathan On Money
  • 5.0 (16)
  • INVESTING
  • UPDATED WEEKLY

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. 4D AGO

    Episode 160: Ten Commandments For Retirement Readiness, Negotiating A Higher Salary, Scheduling Happiness, & Planning For Gvirim

    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 Strategies for the Gvirim Among Us 2.   This week’s quote is from Scott Clary on scheduling happiness 3.   With the holiday of Shavuos around the corner, do you have any top ten financial planning lists you can share with the Oilam? 4.   What tips do you recommend for negotiating a higher salary? 5.   How to make my portfolio “recession proof?” 6.   How to I achieve “alpha” within my investment portfolio? 7.   How do you manage so portfolios and not make them all the same? How do you scale? 8.   Timely & Actionable Idea: Assess your income sources and expenses leading up to retirement.   ***Upcoming Live SPRING Webinar: On THURSDAY, MAY 28th @ 8:30am featuring Asher Lowenstein, Esq. Founder of Lowenstein Legal PLLC based in Long Island, NY. Asher will be discussing “Designing Resilient Estate Plans: Planning to Avoid Litigation.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg***   ***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 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

  2. MAY 6

    Episode 159: IN FOCUS: Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps with Lisa Presser and Brian Balduzzi (Faegre Drinker)

    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 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.

    29 min

  3. APR 29

    Episode 158: Affording The Five Towns, Inherited Real Estate, Dress To Impress, & High Returns Using ETFs

    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 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

  4. APR 22

    Episode 157: IN FOCUS: When the Family Is the Business - Why You Need a Real Partnership Agreement with Av Sinensky (Falcon Rappaport & Berkman)

    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 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.

    57 min

  5. APR 15

    Episode 156: Pesach Programs, Reinvesting Dividends, and Are Teachers Underpaid

    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 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. APR 7

    Episode 155: IN FOCUS: Retirement 2.0 - Modern Planning Strategies for 2026

    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 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.

    33 min

  7. MAR 31

    Episode 154: The Seder & Investing, Retiring Into a Down Stock Market, Working With A $400 million Client

    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 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.

    24 min

  8. MAR 25

    Episode 153: IN FOCUS: Highlights of the 2026 Heckerling Institute on Estate Planning with Kevin Matz (ArentFox Schiff)

    ***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 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.

    1 hr
See All (160)

5
out of 5
16 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
    160
  • Rating
    Clean
  • Copyright
    © Jonathan I. Shenkman
  • Show Website
    Jonathan On Money

You Might Also Like