• Episode 81: New President! What Now?

  • Nov 6 2024
  • Duração: 20 minutos
  • Podcast

Episode 81: New President! What Now?

  • Sumário

  • 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: Politics & Your Portfolio: Investment Dos And Don’ts During The Election Season

    2. This week’s quote is from Giannis Antetokounmpo.

    3. Do alternative investments make sense in retirement?

    4. It seems like a robo advisor does the same thing as a human advisor does. Why not just work with a robo advisor?

    5. Thoughts on Dave Ramsey’s general philosophy?

    6. Thoughts on allocating to emerging market debt in my portfolio?

    7. My daughter is bad with money. She’s dating someone who also spends a lot of money and doesn’t have strong career prospects. I’m concerned that their lack of financial sophistication, financial discipline, and warped view of reality will lead to hardship. Should I try to break this relationship?

    8. A timely and actionable investment idea.

    ***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (New York time) featuring Amy O’Hara of the law firm Littman Krooks based in Westchester, NY. Amy will be speaking on the very important topic of “Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility.” Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw

    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: Instagram | X | YouTube | LinkedIn


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