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Episode 48 of "Jonathan On Money" just dropped!

March 20, 2024
Episode 48 of the “Jonathan on Money” podcast just dropped!
This week's episode is entitled “Women and Wealth: Challenges and Strategies for Female Clients" 
You can check it out on Apple, Spotify, my website (https://www.parkbridgewealth.com/podcasts) OR wherever you get your podcasts.
#JonathanOnMoney #ParkBridgeWealth #Investing #FinancialPlanning
Details:

This week, 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 will “Women and Wealth: Challenges and Strategies for Female Clients" featuring Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management.

 

Today’s show will cover the themes, challenges, strategies, and best practices when working with highly successful women clients.

 

By way of background, the percentage of women in the workforce has increased significantly over the past few decades. Furthermore, women own approximately 10 million businesses in the United States, which accounts for $1.4 trillion in receipts. The continued growth of financially successful women presents practitioners with an opportunity to address a unique set of planning circumstances that may not be as prevalent with male clients.