Podcast 97: Show Notes
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: Hope Is Not An Investment Strategy
2. This week’s quote is from Estee Lauder
3. My financial advisor requires me to send him a check every quarter for his fee. He said this is standard practice, but it seems cumbersome. Is this the normal way people pay for these services?
4. Should I use my IRA money to fund my new business?
5. What do you think about buying zero coupon bonds to save for my kid’s college?
6. I work at a large accounting firm. We have restrictions on where we can have our money, so they want me to move my funds from my financial advisors to a self-directed platform. I don’t want to do that. What do I do?
7. Should my Roth IRA be invested differently than my traditional IRA?
8. Timely & Actionable Idea, “Buy the dip!”
***UPCOMING LIVE WEBINAR on FRIDAY, February 28th at 8:30am (EST) featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York. He will be speaking on the topic of “Highlights of the 2025 Heckerling Institute on Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q ***
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