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) Rethinking Your “Bucket List” In Retirement
2) ***SPECIAL SECTION*** Personal Finances Lesson for all the Dads out there!
3) Do I not have enough allocated to Nvidia? I want to make sure that I am not missing the boat.
4) What does your typical day look like?
5) What is the value of long term care insurance?
6) I’m currently 100% in stocks in my portfolio. Based on my age I’m ready to tone it down to 80% stock. When should I make the adjustment given the gyrations in the market?
7) My future machatanim want a wedding at a takanah hall. I don’t want to do this. What would you recommend as a compromise somewhere between a takanah hall and a fancy venue in Manhattan?