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: Where Do I Park My Cash Now That Rates Are Falling?

2. This week’s quote is from Seth Klarman.

3. My advisor is a strong proponent of alternative investments, and wants to put a third of my portfolio in them. Thoughts?

4. Should I spend more money on experience (i.e. traveling for the holidays) or things (i.e. automobiles)?

5. Why can't I make money investing despite my pedigree?

6. My son wants to go into wealth management, but has no interest in money. He enjoys investing, but doesn’t appreciate the finer things in life. Will this be a problem if he is trying to win business?

***UPCOMING LIVE WEBINAR: Thursday, November 26th at 8:30am (New York time) featuring Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Manamgement based in New York. Jonathan will be speaking on the very important topic of “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End” Register here: https://us02web.zoom.us/webinar/register/WN_J1HPzyczQG6YIJen2Vvgvg

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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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by K. Eli Akhavan who is a Partner at the law firm Grant, Herrmann, Schwartz & Klinger based in New York. Eli will discuss the very important topic of "“International Estate Planning - Traps for the Unwary."

This program will discuss the main issues of concern when representing and advising foreign clients with assets or beneficiaries in the United States and will also address the traps and pitfalls of having a non-citizen spouse that is a US green card holder. The session will offer actionable and practical advice to ensure that clients are advised properly and will also identify areas of risk and how to navigate around them. Issues to be discussed include tax pitfalls and solutions for foreigners owning real estate and financial assets in the United States, foreigners making gifts to US persons, and gifts and bequests to non-citizen spouses.

***UPCOMING LIVE WEBINAR: Thursday, November 14th at 8:30am (EST) 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? Media Inquiries? 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) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.

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

Hosted on Acast. See acast.com/privacy for more information.