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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 53: IN FOCUS: “The Latest and Greatest in Aggressive Tax Strategies"

    4 days ago

  • Episode 52: Today Is My Birthday! 39 Personal Finance Lessons In Honor Of My 39th Birthday

    2 weeks ago

  • Episode 51: Personal Finance Rules Of Thumb (With A Frum Twist)

    3 weeks ago

  • Episode 50: Are Annuities A Good Investment?

    4 weeks ago

  • Episode 49: ESG investing - Matching Investors Portfolios With Their Values.

    1 month ago

  • Episode 48: IN FOCUS: “Women and Wealth: Challenges and Strategies for Female Clients"

    1 month ago

  • Episode 47: Money lessons from the Golden Calf, Vanderbilts, And Touro Synagogue

    2 months ago

  • Episode 46: IN FOCUS: “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel)”

    2 months ago

  • Episode 45: The Most Important Financial Decision: Who You Decide To Marry

    2 months ago

  • Episode 44: IN FOCUS: “CRTs as “Stretch IRA” Substitutes”

    2 months ago