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: My talking points this week will discuss The Ultimate Advice for Recent Graduates
2. This week’s quote is from Winston Churchill on giving.
3. What are your thoughts on a 50 year mortgage?
4. How to minimize tax burden from large IRAs?
5. What type of trade order should I put in when buying ETFs?
6. I have the opportunity to invest in a film. Should I do this? Is this legit? Can I make money doing this?
7. I want to move to another community, but don’t want to give up my 2.75% mortgage. What do I do?
8. Timely & Actionable Idea: Figure out your safe withdrawal rate
***Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webinars***
***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***
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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