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: Can AI Really Answer All Your Financial Questions?
2. This week’s quote is from Richard Nixon on purpose.
3. I earn significant income on OnlyFans. How should I manage my finances as an independent contractor?
4. My Yeshiva offers a retirement plan, but there’s no guidance on choosing investments and the provider mainly pushes its own funds. Is this normal, and how should I evaluate fees and conflicts of interest?
5. Does plastic surgery provide a good return on investment?
6. I’ve been saving monthly into a NY 529 plan and planned to use that money for future weddings and college expenses. Is this a sound strategy?
7. A blogger I follow says most people should fire their financial advisor and manage their own money. Is that good advice?
8. Is investing in Airbnb properties a smart move? My colleague owns several and seems to be doing well.
9. How do 529 and UTMA accounts affect college financial aid eligibility, and how much should that factor into planning?
10. As a surgeon, how can I best protect my assets from potential lawsuits?
11. I’m selling my business in 2026 and worried about taxes. My broker suggested borrowing against my investment portfolio to cover the tax bill. Is that a good idea?
12. Timely & Actionable Idea: tax traps to avoid, in particular why your asset location may be backward.
***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***
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1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
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