Jonathan On Money

***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com*** Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.     This week, we go IN FOCUS where we explore more advanced wealth planning topics. Today, we are joined by Lawrence I. Garbuz of Lewis and Garbuz, P.C. based in New York and Boaz Feinberg of Arnon, Tadmor-Levy based in Tel Aviv, who will be discussing “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.” By way of background, in light of shifting political and economic dynamics following the Mamdani mayoral victory in New York, many families are reassessing where to build their future. This webinar explores the tax and estate planning implications of relocating to Florida or Israel, highlighting differences in income tax, estate tax, and cross‑border planning. We’ll discuss strategies to preserve wealth, optimize charitable giving, and ensure compliance across jurisdictions. Whether you’re considering a move for lifestyle, financial, or legacy reasons, this session provides practical insights to guide your decision. ***UPCOMING LIVE WINTER WEBINAR: My next webinar is on Thursday, February 26th featuring Evan Unzelman who is the CEO of CRT Experts, LLC based in Leesburg, Virginia. Evan will be speaking about “How to Shift CRT Benefits to Children Under Today’s Tax Rules.”You can register here: https://us02web.zoom.us/webinar/register/WN_igkNCHUKSFCBvsZsNWkmZA  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog Hosted on Acast. See acast.com/privacy for more information.

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:      ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com! 1.   Talking points: How Much To Spend On A Chassan Watch 2.   Our quote this week is from Thomas Sowell On Tradeoffs 3.   I was just fired. Should I exercise and sell my stock options or hold them? 4.   I’m in expensive litigation and my attorney mentioned financing options. Should I finance it, switch to a cheaper lawyer, or stick with him? 5.   Is Baha Mar worth the high cost over winter break? I’m considering booking now for next year. 6.   My retired parents are focused on high-dividend stocks. Are there risks to a high-yield strategy they may be overlooking? 7.   I found a 12% yielding ETF that uses an options overlay strategy. What are the potential downsides? 8.   I use two advisors. One charges more and has slightly lower performance. Should we consolidate with the cheaper, better-performing advisor? 9.   There’s an all-you-can-eat buffet near me. I pack a tin, resell plates to yeshiva guys for $15, and make spending money. My rav says it may be muttar halachically. Is this a sound business model? 10.                 How much money is enough?  11.                 Europeans seem less stressed about healthcare and education. Should the U.S. nationalize more essential services? 12.                 Timely & Actionable Idea: How To Handle Inherited IRAs? ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, February 12th @ 8:30am featuring Lawrence I. Garbuz of Lewis and Garbuz, P.C. based in New York and Boaz Feinberg of Arnon, Tadmor-Levy based in Tel Aviv. Lawrence and Boaz will be discussing “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_1brOdaa7QLyxTHnJsV-wGA*** Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.     Today, we are joined by Elizabeth Forspan from Forspan Klear LLP based in Great Neck, NY. Elizabeth will be discussing “Overcoming Estate and Elder Care Planning Hurdles.” By way of background, this program will cover common estate and elder care planning hurdles that clients face and how attorneys, CPAs and financial advisors can help overcome them. She will also present an in-depth update on the recent Medicaid planning changes, as well as some trends in the estate and elder care planning arena. ***UPCOMING LIVE WINTER WEBINAR: My next webinar continues on Thursday, February 12th featuring Lawrence Garbuz, Esq. of Lewis and Garbuz AND Boaz Feinberg of Arnon, Tadmor-Levy, who will be speaking on the topic “Escape from New York: Tax & Estate Planning Considerations For Moving To Florida Or Israel.” The program will also offer CLE & CPE credit for those who are interested. You can register here: https://us02web.zoom.us/webinar/register/WN_1brOdaa7QLyxTHnJsV-wGA  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog Hosted on Acast. See acast.com/privacy for more information.

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:   ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com! 1.   Talking points: Raising Money-Smart Children Starts Earlier Than You Think 2.   Our quote this week is from Burton Malkiel on different types of market forecasters  3.   Is Private Credit entering a "bubble" with so many providers coming out with funds and ETFs featuring this category? 4.   How much is too much to spend on a siyum (per person) during the nine days? 5.   What are your thoughts on WNBA players earning substantially less than NBA players? Do you think it’s fair that they are not paid comparable salaries for their hard work? 6.   My parents have a few million dollars, but just retired and have no long term care insurance. How do I protect my inheritance so they don’t spend all their money on long-term care needs should there be a need? 7.   I’m repositioning my portfolio. Should I wait until after Tisha B’av to do so or is that just silliness? 8.  I see some nice income funds paying over 7%. Why not just buy that to generate income in retirement? 9.  What's a 501c(4)? I want to give to a particular non profit and I saw it was categorized as a 501c(4). Any ideas? 10. You discuss investing in Israel from time to time, but let's say I want to support Palestine through investments. How do I do that?  11. What's the difference between an estate tax and inheritance tax?12. Timely & Actionable Idea: How to best invest in Artificial Intelligence (AI)? ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 29th @ 8:30am featuring Elizabeth Forspan of Forspan Klear LLP based in New York. Elizabeth will be speaking about “Overcoming Estate and Elder Care Planning Hurdles.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ*** Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

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:  ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com! 1.   Talking points: How Much Should You Spend on a Date? 2.   Our quote this week is from Dave Ramsey on the implications of the choices we make. 3.   If low fees matter most, why not move everything to Vanguard? 4.   Which index provider do you prefer for ETFs—CRSP, S&P, Russell, or another—and why? 5.   What’s your view on buffer ETFs? My advisor recommends them to reduce downside risk. 6.   Why is carried interest taxed so favorably, especially for hedge fund and private equity managers? 7.   Should I prioritize funding Roth IRAs for my minor children over other financial goals? 8.   Timely & Actionable Idea: Estate planning considerations  ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 29th @ 8:30am featuring Elizabeth Forspan of Forspan Klear LLP based in New York. Elizabeth will be speaking about “Overcoming Estate and Elder Care Planning Hurdles.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ*** Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com*** Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we are joined by Martin M. Shenkman, Founder, Shenkman Teitz based in New York. Marty will be discussing “Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms.” By way of background, with a $15M exemption few taxpayers will be subject to an estate tax, but asset protection concerns remain a critical planning goal. A recent favorable DE case upholding a self settled trust, and a follow up CO case that overturned a later transaction to that trust, provide valuable lessons as to how clients can protect assets, what steps to take, and which to avoid. How do domestic asset protection trusts (“DAPTs”) compare to other irrevocable trust techniques such as spousal lifetime access trusts (“SLATs”), and special power of appointment trusts (“SPATs”) and which may make sense in which situations? Further, in light of the current high exemption might an incomplete gift variant of one of these trusts be advisable. ***UPCOMING LIVE WINTER WEBINAR: My next webinar continues on Thursday, January 29th featuring Elizabeth Forspan of Forspan Klear based in Great Neck, NY who will be speaking on “Overcoming Estate and Elder Care Planning Hurdles.” The program will also offer CLE & CPE credit. You can register here: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog Hosted on Acast. See acast.com/privacy for more information.

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: ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com! 1.   Talking points: Should You Merge Finances After Marriage? Smart Money Moves for Newlyweds.    2.   Our quote this week is from Harry Truman on taking “imperfect action.” 3.   What are these Trump Accounts I've been hearing about? 4.   When is a good time to dump legacy investments that I don’t want to own anymore? 5.   Aren’t we due for a recession? It’s been pretty much 17 years of good times in the economy. Something doesn’t sit right with me. 6.   I think it’s expensive to use a financial advisor. Why not just do it myself? 7.   Timely & Actionable Idea: Review your beneficiary designations ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 8th @ 8:30am featuring Martin M. Shenkman, Founder of Shenkman Teitz based in New York. Marty will be speaking about “Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BqAMlWRPSsmTGqY84CgABw*** Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

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: ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com! 1.   Talking points: Reflections on the $10 sufganiya. 2.   Our quote this week is from Chris Rock on what wealth really means 3.   Do you ever wonder how the economy and market would have turned out if Kamala Harris won the election? 4.   Doesn’t it bother you that capitalism has left so many people behind? Socialism, while not perfect, is certainly a better way of lifting up the masses. Wouldn’t you agree? 5.   The principal of my child's Yeshiva makes over 400k a year. Don't you think it would make sense if administrators like this took a pay cut to make yeshiva tuition more AFFORDABLE? 6.   This may sound silly, but I am extremely not satisfied with the interface on my online portal with my broker. I like working with her but the online dashboard stinks. Is it worth moving for that? 7.   Why isn’t spreading my investments across a national firm, regional firm, and boutique better than consolidating everything in one place? 8.   Timely & Actionable Idea: Year-end Roth IRA conversion considerations. ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 8th @ 8:30am featuring Martin M. Shenkman, Founder of Shenkman Teitz based in New York. Marty will be speaking about “Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BqAMlWRPSsmTGqY84CgABw*** Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com — just in time for the holiday season!*** Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we are joined by K. Eli Akhavan a Partner at Grant, Herrmann, Schwartz & Klinger LLP based in New York City. Eli will be discussing “Asset Protection and Personal Guaranties.” By way of background, when real estate deals go sour, there are usually creditor protection concerns for owners, developers and principals especially in the context of personal guaranties. This episode will demystify how to safeguard wealth when a personal guaranty is hanging over a client’s head. We’ll discuss a creditor’s playbook and then walk through proven, legally compliant strategies that can create leverage before, during, or after default. Listeners will gain a practical checklist for triaging existing assets, learn how timing and solvency tests shape the options, and provide concrete, actionable tactics to protect wealth. ***UPCOMING LIVE WINTER WEBINAR: My upcoming LIVE WINTER WEBINARS will be released next week. If you’d like to be notified of my upcoming webinars, you can either e-mail me OR go to www.ParkBridgeWealth.com/Webinars to be added to my distribution list. Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog Hosted on Acast. See acast.com/privacy for more information.

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: The Frum Community Has a Spending Problem (And It’s Not What You Think) 2.   Our quote this week is from Jerry Rice on doing what others won’t do. 3.   If you advocate diversifying investments, shouldn't investors also diversify financial institutions where they do business? 4.   Given the astronomical costs of college, can I start a 529 college savings account before I have kids? I want to maximize the full benefit for my kids. 5.   My daughter is getting hot and heavy with a boy. Things are progressing, and during a casual conversation, this young man mentioned how all of his friends received Rolexes as their chosson gift. I can’t afford a Rolex. What advice would you give? 6.   What are the tax implications to getting paid income for the rest of my life by buying an annuity? 7.   I have a universal life policy through my employer where they pay some Of the premiums. I’m moving employers. Can I take this with me? What are the cost ramifications? 8.   Timely & Actionable Idea: Year-end charitable giving strategies ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com — just in time for the holiday season!*** ***UPCOMING LIVE FALL WEBINAR: On THURSDAY, December 18th @ 8:30am featuring K. Eli Akhavan, a Partner at the law firm Grant, Herrmann, Schwartz & Klinger based in New York. Eli will be speaking about “Asset Protection and Personal Guaranties.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_LA1W1CYkSPuB3VGF5RYbsQ*** Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

***My NEW Book*** I’m thrilled to announce the launch of my very first book: “D is for Diversification: The ABCs of Personal Finance.” Available on AMAZON or at www.JonathanOnMoney.com — just in time for the holiday season! Your support means the world — and if you enjoy it, I’d be grateful for your ⭐⭐⭐⭐⭐ reviews on Amazon!*** Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management based in New York will be discussing “The Final Countdown: 2025 Last Minute Wealth Planning Ideas." By way of background, in this program I will offer a plethora of practical planning ideas to consider before the end of the year. The topics covered will include timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the passing of the “One Big Beautiful Bill”, implications on planning given the current economic environment, and MORE. The goal is for attendees to pick up at least a nugget or two to apply to their own life or practice before the end of 2025. ***UPCOMING LIVE FALL WEBINAR: On THURSDAY, December 18th @ 8:30am featuring K. Eli Akhavan of Grant, Herrmann, Schwartz & Klinger based in New York. Eli will be speaking on “Asset Protection and Personal Guaranties.” I’ll be sure to include the registration information in the show notes to this episode.SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_LA1W1CYkSPuB3VGF5RYbsQ***  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we are joined by Amy O'Hara, Esq. CELA®,  Partner at Littman Krooks based in Westchester, NY. Amy will be discussing “Legal Protections for Vulnerable Young Adults: Promoting Independence While Providing Safeguards”.” By way of background, this episode will explore the unique legal challenges faced by vulnerable young adults, including individuals with disabilities, mental health conditions, or histories of abuse. Amy will review the legal tools and frameworks available to protect their rights while ensuring access to necessary supports. The discussion will cover guardianship alternatives, financial protections, and strategies to prevent exploitation and neglect. ***UPCOMING LIVE FALL WEBINAR: On TUESDAY, December 4th @ 8:30am featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management based in New York. Jonathan will be speaking on “The Final Countdown: 2025 Last Minute Wealth Planning Ideas.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_f2_IMFSYT-uaUyW9-uGM_A***  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog Hosted on Acast. See acast.com/privacy for more information.

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: Should I Invest in My Friend’s Real Estate Deal?2.   Our quote this week is from Warren Buffett’s final shareholder letter. [Link to full shareholder letter here: https://www.berkshirehathaway.com/news/nov1025.pdf) 3.   Do you think Mamdani’s winning NYC mayoral race will kill the city's title as the financial capital of the world4.   I have enough money to retire. My question is not how to aggressively grow my money (since that’s unnecessary), rather how do I maintain and preserve it?5.   I'd like to open IRAs for my kids. Are there any restrictions on how much I can put in for them?6.   What's the difference between backwardation and contango? 7.   What's a safe amount to invest in my own company's stock? The culture here is to invest a significant amount, but what do you think as it relates to one’s overall finances? 8.   Timely & Actionable Idea: Year-end investment Dos and Don’ts ***UPCOMING LIVE FALL WEBINAR: On TUESDAY, December 4th @ 8:30am featuring yours truly, Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management based in New York. Jonathan will be speaking on “The Final Countdown: 2025 Last Minute Wealth Planning Ideas.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_f2_IMFSYT-uaUyW9-uGM_A*** Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we are joined by Avi Z. Kestenbaum , Esq. LL.M, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP. Avi will be discussing “Business and Real Estate Succession Planning.”   By way of background, Business and real estate succession planning is among the most complex areas of estate planning, often leading to family conflict and failed transitions. Studies show these breakdowns stem less from taxes and more from emotional and operational challenges. Owners must navigate family dynamics, outside partners, and the difficulty of dividing or managing assets across generations. This webinar explores why most businesses and real estate ventures don’t survive long-term—and how modern planning tools, psychological insights, and case studies can help professionals support their clients in preserving legacy and success. ***UPCOMING LIVE WEBINAR: On Tuesday, November 25th @ 8:30am on the topic of “Legal Protections for Vulnerable Young Adults: Promoting Independence While Providing Safeguards” featuring Amy C. O’Hara, Esq., CELA, Partner, Littman Krooks LLP based in Westchester, NY. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_ZGyNBcXKR--QKNAs62MOGw***  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog  Hosted on Acast. See acast.com/privacy for more information.

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: 3 Mistakes Investors Make When Interest Rates Fall–and How to Avoid Them 2.   Our quote this week is from Eugene Fama on soap 3.   Are you afraid about the deflationary damage caused by AI over the next decade? 4.   I saw online that I should use a Roth IRA instead of an emergency fund for tax reasons. Does this make sense? 5.   Succinctly, what is the value of using a financial advisor? 6.   Do you think the classic 60/40 portfolio is dead? 7.   What are your thoughts on Tony Robbins book “The Holy Grail of Investing?” He seems to make some compelling points. 8.   Timely & Actionable Idea: Voicing disapproval through stock ownership.  ***UPCOMING LIVE FALL WEBINAR: On Thursday, November 13th @ 8:30am featuring Avi Z. Kestenbaum a Partner at the law firm Meltzer, Lippe, based in Long Island, NY. Avi will be speaking on “Business and Real Estate Succession Planning.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_X8J53OMLRAORVRWpCMzVDg*** Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we are joined by Andrew Katzenberg, Partner, ArentFox Schiff LLP. Andy will be discussing “State Income Taxation Of Trusts.” By way of background, As the estate exemption has risen, practitioners have had to shift their focus to income tax savings technique. One of these is the exempt resident trust that are not subject to state level income taxation. This week’s show will discuss the various state requirements and constitutional parameters that surround this structure. Additionally, discussion will be had around the practical considerations as to whether such a trust is right for your client. ***UPCOMING LIVE WEBINAR: On Thursday, November 13th @ 8:30am on the topic of “Business and Real Estate Succession Planning” featuring Avi Z. Kestenbaum, Esq. LL.M., Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP from Long Island, NY. I’ve included the registration information in the show notes to this episode. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_X8J53OMLRAORVRWpCMzVDg***  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog Hosted on Acast. See acast.com/privacy for more information.

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: The Great Flood & Managing Risk 2.   Our quote this week is from Mother Teresa on staying true to your values 3.   Why not increase taxes on the wealthiest Americans and invest in working class families to lower costs for ordinary Americans 4.   My spouse and I share the same values about money. The challenge is that we both spend too much, have credit card debt, and are susceptible to keeping up with the Joneses. How do we adopt more healthy financial values? 5.   I’m 70 years old and have 2 million in IRAs? Should I convert 200k a year to Roth IRAs? I was told that may be a smart decision. 6.   Should I refinance my mortgage and use that infusion of capital to invest? 7.   Instead of taking all my income, someone suggested that I have 30% go to my Family foundation to save taxes. Only stipulation is that I need to pay 5% out every year to charity. What are your thoughts on this strategy? 8.   Timely & Actionable Idea: Expressing your values through proper philanthropic planning.  ***UPCOMING LIVE FALL WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw*** Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.   Today, we are joined by Jack Elder, Esq. LL.M, Head of Advanced Planning at Kestra Insurance Planning. Jack will be discussing “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know.” By way of background, this program will cover buy-sell agreements and the key lessons from the Connelly case. We’ll explore how properly structured buy-sell arrangements can protect business continuity, mitigate tax risks, and ensure a smooth transition of ownership. The discussion will highlight the Connelly case’s impact on business valuation and estate planning, emphasizing the potential tax pitfalls of poorly designed agreements. Whether you’re an advisor or a business owner, this session will provide critical insights to help you navigate these complexities with confidence. ***UPCOMING LIVE WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw***  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog Hosted on Acast. See acast.com/privacy for more information.

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: Retirement Planning Considerations Beyond Your Portfolio 2.   Our quote this week is from Charlie Munger on simplicity.     3.   I’ve been told that holding a 2x or 3x leveraged fund doesn’t compound the way most investors would expect. Why note? 4.   I'm 39 and make about a million a year. I’m short on cash, but most of my assets are in real estate and race horses? I have a very small amount in my 401k and brokerage, which are liquid. Should I take money from my 401k, brokerage, or take out a HELOC? 5.   What are your thoughts on investing in private assets in publicly traded ETFs? 6.   I received a $2 million one time payout. Am I set for life or do I still need to work? 7.   Do you ever have a family meeting about your finances? 8.   Timely & Actionable Idea: Preserving multigenerational family values  ***UPCOMING LIVE FALL WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw*** Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

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: The Reason You Can’t Get Ahead Financially: Your Friends! 2.   Our quote this week is from Andrew Carnegie on the importance of observing peoples actions.     3.   What are your thoughts on this movement to put private equity into 401k? 4.   What’s your honest assessment on Trump's performance as president strictly as it relates to business and the economy? 5.   During tax season this year I was hit with a major tax bill. What can I do to mitigate this large tax bill and Is my frustration with my financial advisor justified since he triggered this tax consequence? 6.   Should I use passive ETF investments for Emerging Market exposure or active strategies? 7.   Are you worried that you will run out of ideas for your articles, webinars, and podcasts? 8.   Timely & Actionable Idea: Investing in based on religious values values  ***UPCOMING LIVE FALL WEBINAR: On October 16th @ 8:30am on “Structuring Buy-Sell Agreements Right: What Advisors & Owners Need to Know” featuring Jack F. Elder, J.D., LL.M. (Taxation), Head of CBS Advanced Sales at Comprehensive Brokerage Services. I’ll be sure to include the registration information in the show notes to this episode. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_Kx070scvR6amOACSKdP26A*** Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.