Jonathan On Money

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.  Today, we will go IN FOCUS where we cover more advanced wealth planning topics. In this week’s episode, we are joined by K. Eli Akhavan who is a Partner at the law firm Grant, Herrmann, Schwartz & Klinger based in New York. Eli will discuss the very important topic of "“International Estate Planning - Traps for the Unwary." This program will discuss the main issues of concern when representing and advising foreign clients with assets or beneficiaries in the United States and will also address the traps and pitfalls of having a non-citizen spouse that is a US green card holder. The session will offer actionable and practical advice to ensure that clients are advised properly and will also identify areas of risk and how to navigate around them. Issues to be discussed include tax pitfalls and solutions for foreigners owning real estate and financial assets in the United States, foreigners making gifts to US persons, and gifts and bequests to non-citizen spouses.  ***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (EST) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.”Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw  Stay connected:1) Questions? Comments? Media Inquiries? 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) 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: Politics & Your Portfolio: Investment Dos And Don’ts During The Election Season2.   This week’s quote is from Giannis Antetokounmpo.3.   Do alternative investments make sense in retirement? 4.   It seems like a robo advisor does the same thing as a human advisor does. Why not just work with a robo advisor? 5.   Thoughts on Dave Ramsey’s general philosophy? 6.   Thoughts on allocating to emerging market debt in my portfolio? 7.   My daughter is bad with money. She’s dating someone who also spends a lot of money and doesn’t have strong career prospects. I’m concerned that their lack of financial sophistication, financial discipline, and warped view of reality will lead to hardship. Should I try to break this relationship?8.   A timely and actionable investment idea. ***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (New York time) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.” Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw  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: 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 will go IN FOCUS where we cover more advanced wealth planning topics. In this week’s episode, we are joined by Bruce Steiner, Of Counsel at the New York City based law firm Kleinberg Kaplan, Wolff & Cohen. Bruce will discuss the very important topic of "Generation-Skipping Transfer Tax Tricks and Traps.” This program will discuss how to deal with the generation-skipping transfer tax. It will cover: - Understanding how the GST exemption works. - Deciding when to allocate GST exemption to insurance and other trusts. - The automatic allocation rules. - Choosing between the estate tax and the GST tax. - Dealing with the lack of portability for the GST exemption. - Reverse QTIP elections. - Moving assets down two or more generations at the cost of only one tax. - Obtaining private letter rulings allowing late allocations and non-allocations of GST exemption and late reverse QTIP elections.  ***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (EST) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.”Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw   Stay connected:1) Questions? Comments? Media Inquiries? 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) 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: Buying my wife new clothes and jewelry before yom tov2.   This week’s quote is from Jason Zweig’s father.3.   What's an interval fund?4.   Given where rates are, would you recommend shortening or lengthening the duration on the bond portion of my portfolio?5.   I look for a deal whenever I can in most areas of life. This includes when buying clothes, furniture, food, and other things for the house. Yet, I’m still just getting by financially. Any suggestions?6.   What do you think of copying politicians' trades/investments as part of someone's strategy in the market? 7.   How many hours do you work a week?8.   A timely and actionable investment idea. ***UPCOMING LIVE WEBINAR: Thursday, October 31st at 8:30am (EST). featuring Krista M. Fenske, Esq., Cole Schotz P.C. featuring “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors” Register here: https://us02web.zoom.us/webinar/register/WN_AF64ll5nQSetJ3y3UpVgww  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: 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 will cover "Going to the Sunshine State? Things to know before you get burned: Considerations in Florida Planning” featuring Adina Lewis, Esq. and Lawrence Garbuz, Esq.  Today’s show is a recording from Session # 3 of the Yeshiva University & ParkBridge: Estate Planning & Wealth Management Symposium. This program will be an overview of the income, estate and other considerations in New Yorkers becoming Florida domiciliaries. It will also address issues as to New York hurdles and differences between New York and Florida in this area of the law. ***UPCOMING LIVE WEBINAR: Thursday, October 31st at 8:30am (EST). featuring Krista M. Fenske, Esq. of Cole Schotz P.C. on “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors.” Register here: https://us02web.zoom.us/webinar/register/WN_AF64ll5nQSetJ3y3UpVgww  Stay connected:1) Questions? Comments? Media Inquiries? 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) 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: A Time For Spiritual & Financial Introspection2.   This week’s quote is from Walt Disney.3.   I do well financially, but when I see a friend who does better than me I become quite jealous. Any suggestions on how to overcome this?4.   Should I use a Roth IRA to save for higher education?5.   I was offered a tactical and strategic model portfolio. What’s the difference and what should I go with?6.   The head of BlackRock seems to be very pro Bitcoin. If the head of the largest money management firm is so pro Bitcoin, don’t you think that makes it an attractive investment.”?7.   Question from a fellow financial advisor: New husband to my client is difficult and not knowledgeable about personal finance. He is trying to get his wife (my client) to switch advisors who is less knowledge than me. What should I do?8.   A timely and actionable investment idea ***UPCOMING LIVE WEBINAR: Tuesday, October 15th at 8:30am (EST). featuring K. Eli Akhavan, Esq. Partner, Grant, Herrmann, Schwartz & Klinger LLP on “International Estate Planning - Traps for the Unwary." Register here: https://us02web.zoom.us/webinar/register/WN_acbI7_omRKuQt7oNUrTjKw    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: 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 will cover "Charitable Giving: Timely Strategies and Considerations Under Jewish Law" featuring Elizabeth Forspan, Esq. of Forspan Klear LLP, Rabbi Daniel Z. Feldman of Yeshiva University and Congregation Ohr Saadya of Teaneck, and Alan Secter, Senior Director of Institutional Advancement at Yeshiva University.  Today’s show is a recording from Session # 2 of the Yeshiva University & ParkBridge: Estate Planning & Wealth Management Symposium. This panel discussion will cover timely and practical charitable giving strategies through the lens of Jewish law. Each panelist will cover philanthropy from their unique vantage point. This session will be informative for families who are charitably inclined and advisors who advise families on how to best leave a lasting legacy. Stay connected:1) Questions? Comments? Media Inquiries? 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) 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.   Spending Money On Things Vs. Experiences2.   This weeks quote is from Tony Robbins3.   How much should I invest in “alts”?4.   My husband and I love cars since; however, we also want to take the family to Israel for sukkos. Realistically, we can’t do both. Thoughts?5.   I went to the best schools and have advanced. I’ve read tons of literature on investing, but I can't seem to get this investing thing right. Why can't I make money by investing?6.   My son wants to go into wealth management, but has no interest in money. He enjoys investing, but doesn’t appreciate the finer things in life. Will this be a problem if he is trying to win business from high-net-worth families?7.   Tim Walz's financial disclosures came out. What are your thoughts on his finances?8.   A timely and actionable investment idea 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: 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 will cover “Estate Planning If You have Assets/Heirs In Israel" featuring Avi Z. Kestenbaum, Partner at Long Island based Meltzer Lippe. Today’s show is a recording from session # 1 of the Yeshiva University & ParkBridge Estate Planning & Wealth Management Symposium. It will cover 1) Tax and estate issues with owning apartments and properties in Israel and in other countries. 2) U.S. trusts that have Israeli or foreign grantors, trustees or beneficiaries. 3) Foreign trusts that have U.S. beneficiaries or own U.S. assets. 4) Cross-border probate and estate tax issues. 5) Tax, compliance, and reporting issues with owning bank accounts and assets in Israel and other countries. 6) U.S. Gift and Estate Tax issues for foreigners  Stay connected:1) Questions? Comments? Media Inquiries? 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) 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.   Importance of Investor Alpha2.   Quote from JP Morgan.3.   I’m retiring soon and want to maximize my income. Should I search for the highest paying stocks, bonds or funds? It seems to make sense, so I won’t need to touch the principle. 4.   I’ve been in a bit of a rut since Covid. Any suggestions on rebuilding the financial part of my life? I’ve been feeling down for around 4 years at this point. 5.   What surprises you most about the investment business? 6.   How do I know if there is value in hiring a financial advisor vs a robo advisor? 7.   What’s the purpose of a revocable trust if there is no tax benefit? Should I use one? 8.   A timely and actionable investment idea 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: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.