Podcast 134: Don't Patschke With Your Money, Missteps When Rates Fall, & Impact of AI On Your Job
Автор: Jonathan I. Shenkman
Загружено: 2025-11-12
Просмотров: 185
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/regis...
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/news...
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webi...
4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
