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: Financial Considerations Before Making Aliyah
2. This week’s quote is from Epictetus
3. Should I be concerned that the S&P 500 is so concentrated in a few stocks?
4. Does it make sense to fully fund 529 accounts for each of my kids?
5. Should I buy Bitcoin now? I’m afraid I missed the boat by not buying it before.
6. I was told to set up a SLAT for asset protection reasons. I’m a do it yourself type of guy, so how would you recommend setting this up myself and not hiring a lawyer?
7. What are your thoughts on how to avoid the additional IRMAA payments if my income keeps rising?
8. Timely & Actionable Idea: Concentrated investments can make you rich but may not keep you rich.
***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”
Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***
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