{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/63b1dfa92f7bca00106901e5/6abea38bd2d2814e2c370a35?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Episode 181: Return On Hassle, Moving Assets Into Revocable Trust, & Giving Money To Minors","description":"<p>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: </p><p><br></p><p><strong>***Upcoming Live FALL Webinar:</strong> Thursday, October 22nd @ 8:30am featuring Matthew Rappaport from Falcon Rappaport &amp; Berkman based in Long Island, New York and he will be speaking on “Tax Issue Spotting for Non-Tax Lawyers.” RSVP here: <a href=\"https://us02web.zoom.us/webinar/register/WN_LRv_-3m1TR6Q4HV58rL-wQ\" rel=\"noopener noreferrer\" target=\"_blank\">https://us02web.zoom.us/webinar/register/WN_LRv_-3m1TR6Q4HV58rL-wQ</a> </p><p><br></p><ol><li>Talking points: Return on Hassle: Save on Taxes or Minimize Headaches?</li><li>This week’s quote is from The Talmud on taking too much.</li><li>How should we give money to our minor grandchildren — through a trust, a 529 plan, a UTMA/UGMA account, or by gifting funds to their parents for the children’s benefit?</li><li>What financial guidance applies to someone in their 20s who is single, living at home, and wants to maximize this stage of low expenses and high flexibility?</li><li>Why can’t an IRA be moved into a revocable trust, and how should IRAs be handled when using trusts for estate planning?</li><li>When does a Roth IRA conversion not make sense, and what factors should be considered before doing one?</li><li>Timely Planning Idea: Your retirement move may cost more than you think.</li></ol><p><br></p><p><strong>***My FIRST book: </strong><em>D is for Diversification: The ABCs of Personal Finance</em> available on Amazon or at <a href=\"http://www.JonathanOnMoney.com***\" rel=\"noopener noreferrer\" target=\"_blank\">www.JonathanOnMoney.com***</a> </p><p><br></p><p>Stay connected:</p><p>1) Questions? Comments? Reach out to <a href=\"mailto:Jonathan@ParkBridgeWealth.com\" rel=\"noopener noreferrer\" target=\"_blank\">Jonathan@ParkBridgeWealth.com</a></p><p>2) Signup for my monthly NEWSLETTER here: <a href=\"https://www.ParkBridgeWealth.com/newsletter\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.ParkBridgeWealth.com/newsletter</a> </p><p>3) Get notified of upcoming LIVE webinars: <a href=\"https://www.parkbridgewealth.com/webinars\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.parkbridgewealth.com/webinars</a> </p><p>4) WATCH my daily financial planning videos @JonathanOnMoney: <a href=\"https://www.instagram.com/jonathanonmoney\" rel=\"noopener noreferrer\" target=\"_blank\">Instagram</a> | <a href=\"https://twitter.com/JonathanOnMoney\" rel=\"noopener noreferrer\" target=\"_blank\">X</a> | <a href=\"https://www.youtube.com/@JonathanOnMoney\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a> | <a href=\"https://www.linkedin.com/in/shenkman/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn</a> </p>","author_name":"Jonathan On Money"}