Join Jonathan I. Shenkman, President and CIO of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1) 6 ways to lower your taxes in retirement
2) Steve Martin on spending money
3) Why are yiddim so good at making money?
4) Picking a new financial advisors based on targeted returns.
5) How much does past performance matter when constructing a portfolio?
6) My son is engaged to a spendthrift. Is his marriage doomed to fail?
7) Can I have a SIMPLE IRA and a 401k?
8) Are Separately Managed Accounts as good as they are hyped up to be?
9) Laddering CDs as an investment strategy.
10) How to invest if I am concerned about eating into my principal investment?
11) I want to quit my job and become a stay-at-home mom. My husband won’t allow it. How do I convince him?
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.