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Episode 33 of the "Jonathan On Money" podcast just dropped!

December 06, 2023

Episode 33 of "Jonathan On Money" just dropped!

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “ “Last Minute 2023 Wealth Planning Ideas: Ensuring Your Clients Make the Right Moves Before Year-End” featuring:

Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

You can check it out on Apple Podcasts, Spotify, my website (ParkBridgeWealth.com) OR wherever you get your podcasts.

Details:

Today’s show will cover a variety of financial planning topics related to year-end planning. This includes timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the sunset of the Tax Cuts and Jobs Act, ideas for a high interest rate environment and more.

This is a program I gave to an audience of accountants, attorneys, wealth advisors, and high net worth investors. So, at times I get a bit in the weeds on some esoteric topics, However, there should be plenty of information here that’s of interest for all listeners.