In this week's episode we discuss a variety of timely investing financial planning topics, including:
1) Getting rid of a whole life policy
2) How much to spend on a chosson's watch
3) Hard money lending
4) Multi-Family Real Estate vs. 401(k)
5) Former President Trump's indictment and the impact on your portfolio
6) Gifting vs. Inheriting Assets
7) Maintaining a large cash position within your portfolio
8) Rolling an old 401(k) into an IRA
9) Investing a large sum of money
10) Investing in alternative investments
11) Affording a frum lifestyle
Links to the articles mentioned in this week's episode:
1) Should you park your portfolio in cash and wait out 2023? Experts debate the pros and cons
3) I Bonds Lose Their Luster With Yield Set to Plunge Below 4%
4) The Four Sons And Striving For Investment Simplicity
5) We Need to Make it Easier for Retirees to Figure Out How to Invest—and Spend—Their Savings
7) Is My Money Safe In A Bank?
Staying connected:
1) Signup for my monthly newsletter here: https://www.shenkmanwealth.com/newsletter
2) Questions? Comments? Reach out to Jonathan@ShenkmanWealth.com
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