Episode 73 of the "Jonathan On Money" podcast just dropped!
Today I discuss "Human Financial Advisor vs. Robo Advisor."
Can be found on my website or wherever you get your podcasts.
Enjoy!
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. Importance of Investor Alpha
2. Quote from JP Morgan.
3. I’m retiring soon and want to maximize my income. Should I search for the highest paying stocks, bonds or funds? It seems to make sense, so I won’t need to touch the principle.
4. I’ve been in a bit of a rut since Covid. Any suggestions on rebuilding the financial part of my life? I’ve been feeling down for around 4 years at this point.
5. What surprises you most about the investment business?
6. How do I know if there is value in hiring a financial advisor vs a robo advisor?
7. What’s the purpose of a revocable trust if there is no tax benefit? Should I use one?
8. A timely and actionable investment idea
Stay connected:
1) Questions? Comments? Reach out toJonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here:https://lnkd.in/gCE3fKMM
3) Get notified of upcoming LIVE webinars:https://lnkd.in/g4KpQHzY
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Episode 73 of "Jonathan On Money" just dropped!
