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Shenkman On Money

Shenkman On Money

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Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.

A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures

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Recent Episodes

  • Episode 117: Solving The Yeshiva Tuition Crisis By Signing "The Yeshiva Pledge"

    6 days ago

  • Episode 116: Should I Wait To Purchase A Home Given The High Rates And High Prices?

    2 weeks ago

  • Episode 115: Should I Invest In A Restaurant?

    3 weeks ago

  • Episode 114: IN FOCUS: Is ESG Investing A Marketing Ploy with Jonathan Shenkman (ParkBridge Wealth)

    4 weeks ago

  • Episode 113: Do I Need A Crypto Coach?

    1 month ago

  • Episode 112: IN FOCUS: Understanding Pass-Through Entity Taxation with Angelika Herburger and Russell Ephraim (CBIZ Advisors)

    1 month ago

  • Episode 111: Ten Financial Commandments For Retirees

    2 months ago

  • Episode 110: IN FOCUS: Gifts and Bequests from Covered Expatriates with John Kiely (McDermott Will & Emery)

    2 months ago

  • Episode 109: How I Found My Bashert & Manage My Money

    2 months ago

  • Episode 108: IN FOCUS: Hot Topics in NY Tax Audits and Enforcement with Timothy Noonan (Hodgson Russ)

    2 months ago