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: Are Prenuptial Agreements Necessary When a Couple Has Disparate Levels of Wealth?
2. This week’s quote is from Jason Zweig on chasing performance.
3. Can a trustee be removed for poor investment returns in a trust where I am the beneficiary?
4. Is an UTMA account truly tax advantaged, or is that a misconception?
5. I am heavily concentrated in tech stocks at age 67 and nearing retirement. When should I diversify, into what, and how should I think about taxes?
6. Are young people today facing uniquely difficult economic conditions, and what advice would you give them for getting ahead?
7. My siblings and I inherited a multifamily property in Brooklyn, but I do not want to co‑own real estate with them. They want to keep the property. How should I handle this situation?
8. Timely & Actionable Idea: All you need to know about Trump Accounts
***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
","author_name":"Jonathan On Money"}