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:
***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!
1. Talking points: Should You Merge Finances After Marriage? Smart Money Moves for Newlyweds.
2. Our quote this week is from Harry Truman on taking “imperfect action.”
3. What are these Trump Accounts I've been hearing about?
4. When is a good time to dump legacy investments that I don’t want to own anymore?
5. Aren’t we due for a recession? It’s been pretty much 17 years of good times in the economy. Something doesn’t sit right with me.
6. I think it’s expensive to use a financial advisor. Why not just do it myself?
7. Timely & Actionable Idea: Review your beneficiary designations
***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 8th @ 8:30am featuring Martin M. Shenkman, Founder of Shenkman Teitz based in New York. Marty will be speaking about “Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BqAMlWRPSsmTGqY84CgABw***
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn
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