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Episode 56 of "Jonathan On Money" just dropped!

May 15, 2024

Episode 56 of "Jonathan On Money" just dropped!

In this week's episode we discuss "ParkBridge Turns Two: Reflections On Being a Business Owner."

You can listen to the podcast on Apple, Spotify, or my website (https://lnkd.in/eHqQfVqg).

Details:

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?

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