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 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
***UPCOMING LIVE WEBINAR*** On THURSDAY, March 20th at 8:30am (EST) featuring, yours truly, Jonathan I. Shenkman of ParkBridge Wealth Management and I will be speaking on “Common Mistakes Wealthy Families Make With Their Money (and Strategies to Avoid Them).”
Register here: https://us02web.zoom.us/webinar/register/WN_H0BjFsLfQnm1tUbOqpGhmA ***
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) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.