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: Is My Yeshiva’s Retirement Plan Up to Standard?
2. This week’s quote is from Rabbi Lord Jonathan Sacks on opportunity vs. temptation.
3. I have a pension at work and can take it as an annuity or a lump sum. What makes more sense?
4. I have a 401(k) with company matching, but I have no idea what I’m invested in. Is that really bad?
5. If the Fed lowers rates by a quarter point, how should investors reposition their portfolios today?
6. My 401(k) has around 50 investment options. I worked with my advisor, but in general is having so many choices good or bad for investors?
7. What’s the best purchase you’ve made recently for $100 or less, and why?
8. What’s the most overrated concept in personal finance?
9. I want to invest with a real estate company, but they don’t issue a land acknowledgment. How can I persuade them to add one?
10. My wealthy uncle is debating buying a private jet versus fractional ownership. As his consigliere, what guidance should I give him?
11. Is there any way to avoid paying tax on an inherited IRA?
12. Timely & Actionable Idea: Getting laid off before you are ready to retire.
***UPCOMING LIVE WINTER WEBINAR: On TUESDAY, March 24th @ 8:30am featuring Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, where I will discuss “Retirement 2.0: Modern Planning Strategies for 2026.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_T9IKYH8mS_exLVzyuANZDQ***
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