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 cover “Estate Planning If You have Assets/Heirs In Israel" featuring Avi Z. Kestenbaum, Partner at Long Island based Meltzer Lippe.

Today’s show is a recording from session # 1 of the Yeshiva University & ParkBridge Estate Planning & Wealth Management Symposium. It will cover 1) Tax and estate issues with owning apartments and properties in Israel and in other countries. 2) U.S. trusts that have Israeli or foreign grantors, trustees or beneficiaries. 3) Foreign trusts that have U.S. beneficiaries or own U.S. assets. 4) Cross-border probate and estate tax issues. 5) Tax, compliance, and reporting issues with owning bank accounts and assets in Israel and other countries. 6) U.S. Gift and Estate Tax issues for foreigners

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

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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. Importance of Investor Alpha

2. Quote from JP Morgan.

3. I’m retiring soon and want to maximize my income. Should I search for the highest paying stocks, bonds or funds? It seems to make sense, so I won’t need to touch the principle.

4. I’ve been in a bit of a rut since Covid. Any suggestions on rebuilding the financial part of my life? I’ve been feeling down for around 4 years at this point.

5. What surprises you most about the investment business?

6. How do I know if there is value in hiring a financial advisor vs a robo advisor?

7. What’s the purpose of a revocable trust if there is no tax benefit? Should I use one?

8. A timely and actionable investment idea

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.

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. Paying For A Wedding When Machatanim Disagree

2. Quote from Dwight Eisenhower

3. I’m genuinely terrified of a potential Harris' presidency. She has never run anything in her life and the main responsibility she has had as vice president was on border security, which she failed at miserably. Is there anything that gives you a sense of hope during these scary times?

4. Pros and cons of having guaranteed income in retirement?

5. My mom’s husband passed away. I heard she can claim her social security on his benefit? Does this make sense?

6. Based on your investment philosophy, what return assumptions do you shoot for?

7. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.

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.

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. Strategies For Getting Laid Off Before You’re Ready To Retire.

2. This week’s quote is from Benjamin Franklin.

3. Thoughts on Kamala Harris’s personal finance disclosures.

4. What can I hold and not hold in an IRA account?

5. Is it silly to buy a house with my girlfriend before we get married?

6. Do you think it’s reasonable for a hedge fund to take 20% of my profits?

7. I made 5% on my cash this year. My financial advisor said I was up around 6% half way through the year. My question is why would I take risk and invest in stocks and bonds when the return is only 1% or so better than a risk free money market account?

8. Actionable idea

9. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.

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.

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. Money Lessons From The Olympics

2. This week’s quote is from Warren Buffett.

3. I have a family member who is drowning in credit card debt. Thank god I make a good living and I’d like to help them, but I’d like to do so responsibly. How do I do that?

4. I filled out a risk tolerance questionnaire with my advisor several years ago and it came out that I was aggressive. But my performance has not been that high even though I took a lot of risk. What do you think my advisor is doing wrong?

5. I’m renting out a single family home in another state (across the country). I’m seriously debating selling the home and investing it in the market, but how do I calculate where I would get a better return? I don't want to make any rash decisions before determining where I’ll make more money. Is there an analysis you can do to determine the right move?

6. I put most of my net worth in one investment. I was advised not to. Of course it went down by 70%. My advisor told me I should sell it and move on. What do you recommend?

7. I handle our personal finances and my spouse has no clue about anything related to this matter. Is that acceptable?

8. Actionable idea

9. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.

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.

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. The Destruction of Wealth: Six Wealth Killers Every Investor Should Avoid

2. This week’s quote is from Jeremy Siegel.

3. How does Trump's assassination attempt impact my portfolio?

4. I’m middle aged. What is an appropriate amount to spend on a birthday gift for my wife and how much should she spend on me?

5. Thoughts on litigation finance?

6. How would you recommend teaching young kids about money?

7. Is a vacation home a good investment?

8. This week’s actionable idea!

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.

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) Living Dangerously: A Theme For The Three Weeks And Investing

2) Quote by Senecca on wealth.

3) I don’t have enough money to buy a house in my current community, but can afford to move to an undesirable community. What do you recommend as the best course of action?

4) The NASDAQ is up around 14%+ this year and I'm up a small fraction of that. Why is my portfolio lagging so much and should this be concerning?

5) Given the likelihood of the Fed lowering rates by the end of the year, how should I reposition my portfolio?

6) My advisor gave me a 30 page financial plan. How long should a financial plan be and what should it include?

7) Advice for a spendthrift

8) This week’s actionable idea!

***SIGN UP: Yeshiva University & ParkBridge Wealth Management: Tax, Estate, and Wealth Planning Symposium” (3 CPE/CLE*) on Tuesday, September 10th 2024 @ 8:30am-12:00pm. Registration & Program here. ***

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.

***SIGN UP: Yeshiva University & ParkBridge Wealth Management: Tax, Estate, and Wealth Planning Symposium” (3 CPE/CLE*) on Tuesday, September 10th 2024 @ 8:30am-12:00pm. Registration & Program Information here. ***

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) Someday You Will Have to Spend Your Nest Egg. Why You Need to Plan Ahead for That

2) Quote from Albert Einstein.

3) Should I buy a home or invest in my 401k? Where is a better place to put my money?

4) I’ve had two relatives ask to borrow money. I have the money but want to be sure they view it as a real loan, not a gift. What’s your advice on how to handle this?

5) I am moving my father into an independent living community. What type of investment strategy do you recommend in this scenario?

6) Should I give my money to my local bank to manage?

7) How effective is back testing to determine if a portfolio makes sense?

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.