Episode # 85 of "Jonathan On Money" just dropped!
This week we go “IN FOCUS” to explore more advanced wealth planning topics. Today, I will cover “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End.”
You can listen wherever you get your podcasts.
Details:
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, Jonathan will cover “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End.”
This episode will cover a variety of financial planning topics related to year-end planning. The goal is for listeners to pick up at least a nugget or two to apply to their own life or practice before the end of 2024. Material covered includes timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the sunset of the Tax Cuts and Jobs Act, ideas for our current interest rate environment, and impact of the 2024 presidential election.