Episode # 67 of “Jonathan On Money” just dropped!
This week we discuss "Should I loan money to a relative?"
You can listen on Apple, Spotify, or www.parkbridgewealth.com/podcasts
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) Someday You Will Have to Spend Your Nest Egg. Why You Need to Plan Ahead for That
2) Quote from Albert Einstein.
3) Should I buy a home or invest in my 401k? Where is a better place to put my money?
4) I’ve had two relatives ask to borrow money. I have the money but want to be sure they view it as a real loan, not a gift. What’s your advice on how to handle this?
5) I am moving my father into an independent living community. What type of investment strategy do you recommend in this scenario?
6) Should I give my money to my local bank to manage?
7) How effective is back testing to determine if a portfolio makes sense?
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