Episode 130: Non-Financial Retirement Considerations, Private Assets in ETFs, & My Weekly Family Financial Strategy Session
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: 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 @ 8:30 am 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***
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1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
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