Episode 123: Dumb Kiddush Club Advice, Leaving A Legacy, & Not Living Life In The Rearview Mirror
Description
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 account hierarchy
2. Our quote this week is an anonymous quote and provided inspiration on how to start a new venture
3. Now that you are 40, in retrospect, is there anything you would do differently to put you on better financial footing?
4. A neurosurgeon, private equity investor, and corporate attorney gave me investment advice. What are your thoughts on what they suggested?
5. Is owning multiple homes greedy?
6. I want to save money for retirement. How do I save the most money in my retirement accounts and give nothing to my employees in terms of a match?
7. I’ve heard you say that a home is a bad investment, but a friend said that you need to live somewhere so isn’t it actually a really good investment when you take that into account.
8. Timely & Actionable Idea: Understanding what it means to leave a legacy
***UPCOMING LIVE FALL WEBINAR: On September 4th @ 8:30 am featuring Matthew E. Rappaport, of Falcon Rappaport & Berkman LLP based in Long Island, NY on the topic “Tax Issues with Distressed Real Estate” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_2VBAxRh_RYyhFAo4G6mCkw***
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