Jonathan I. Shenkman
Jonathan I. Shenkman is the President & Chief Investment Officer of ParkBridge Wealth Management.
Join Jonathan as he hosts various guests to explore timely topics in wealth management. Each session is packed with practical/actionable information. A must watch for practitioners in the field of wealth management including T&E attorneys, CPAs, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers. Also, a great source of content for sophisticated investors looking to expand their knowledge base.
Website: https://www.parkbridgewealth.com/
Podcast: https://www.parkbridgewealth.com/podcasts
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Shenkman Wealth Management and any other entity listed herein are not affiliated with Kestra IS or Kestra AS. Go to ParkBridgeWealth.com to learn more.
Podcast 136: What I'm Thankful For, Buffet’s Farwell, & Investing In Friend's Real Estate "Deal"
Webinar/Podcast 137: Legal Protections for Vulnerable Young Adults
Practical Planning Tip: Overcoming Antisemitism By Investing In Your Jewishness: Part 3
Practical Planning Tip: Overcoming Antisemitism By Investing In Your Jewishness: Part 2
Practical Planning Tip: Overcoming Antisemitism By Investing In Your Jewishness: Part 1
Webinar/Podcast 135: Business and Real Estate Succession Planning
Practical Planning Tip: Mamdani & Your Money: Financial Planning In The Face of Socialism
Podcast 134: Don't Patschke With Your Money, Missteps When Rates Fall, & Impact of AI On Your Job
Practical Planning Tip: Making Yeshiva Tuition More Affordable - Part 4
Webinar/Podcast 133: State Income Taxation Of Trusts
Practical Planning Tip: Making Yeshiva Tuition More Affordable - Part 3
Podcast 132: Financial Lesson From The Great Flood, Roth Conversions In Retirement, & Mother Teresa
Practical Planning Tip: Making Yeshiva Tuition More Affordable - Part 2
Practical Planning Tip: Making Yeshiva Tuition More Affordable - Part 1
Webinar/Podcast 131: Structuring Buy Sell Agreements Right What Advisors & Owners Need to Know
Podcast 130: Non-Financial Retirement Considerations, PE in ETFs, & Weekly Family Financial Meeting
Podcast 129: Trump's Performance, Your Friends Are Holding You Back, & Developing Content
Podcast 128: Rules For Contributing To Multiple Retirement Plans & Forecasting Your Future Tax Rates
Practical Planning Tip: 5 Financial Sins and How to Atone for Them
Webinar/Podcast 127: Snowbird Domicile and Choice Of Law with Bruce Steiner (Kleinberg, Kaplan)
Podcast 126: Getting By On 400K, Giving With A Warm Hand, And Is It Permitted To Buy German Products
Practical Planning Tip: Buying A Home: When Homeownership Is A Mistake
Practical Planning Tip: Buying A Home: Why A Home Is A Sound Financial Decision
Practical Planning Tip: Why A Home Is A Bad Investment
Practical Planning Tip: Buying A Home: A Bad Investment, But (Usually) A Great Financial Decision
Webinar/Podcast 125: Tax Issues with Distressed Real Estate with Matt Rappaport (Falcon Rappaport)
Podcast 124: Summer Road Trip, The Pursuit Of Investment Perfection, and Making Aliyah With No Job
Podcast 123: Dumb Kiddush Club Advice, Leaving A Legacy, & Not Living Life In The Rearview Mirror
Practical Planning Tip: Financial Commandments For Retirees - # 10 Develop A Routine In Retirement
Practical Planning Tip: Financial Commandments For Retirees - # 9 Move Near Family