Episode # 99 of the "Jonathan On Money" podcast just dropped!
This week's show is entitled "Reconsider Your Spending On Purim."
One listener this week expressed his feedback directly to me saying: "I'm a religious listener of your podcast, but I just wanted to let you know that the Q&A this week was awesome and super spicy!"
You can listen on my website or wherever you get your 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. Talking points: Spending On Purim: A Blueprint For How To Have A More Meaningful Chag
2. This week’s quote is from Socrates …
3. I heard a rumor that owning real estate in a traditional IRA is a bad idea. Why?
4. I’m an attorney making around 400k a year. My husband works at a nonprofit and makes under 100k. I feel like he is not carrying his share of the financial burden and it’s putting a strain on our relationship. What can I do to empower my husband to make more money and take more of the financial burden off my shoulders?
5. How did you end up as a financial advisor? Is it something you always wanted to do, or did it happened by chance?
6. Why are you so anti permanent life insurance? I just checked my statement, and I have so much cash value built up. I plan to use it to supplement my retirement.
7. Timely & Actionable Idea: Strategies for minimizing taxes on a concentrated stock position
Episode 99 of "Jonathan On Money" just dropped!
