Jonathan I. Shenkman

President & CIO of ParkBridge Wealth Management | Podcast: | Media/Business inquiries: [email protected]

[Jonathan I. Shenkman @JonathanOnMoney]

This week in The Jewish Press I discuss "The Ultimate Advice for Recent Graduates: The Power of Consistency."

This is the type of advice that every graduate needs to hear and implement to be successful with money (and life).

Article: https://t.co/P77iTqSvPG

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

Yesterday, ParkBridge hosted a webinar on " Don’t Lien on Me: How to Discharge IRS and NYS Tax Liens" featuring  Scott Kestenbaum, and Jill Monoson, Esq from Kestenbaum & Mark LLP.

Watch: https://t.co/SoDgngqGSp

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

Episode 164 of the Jonathan On Money podcast just dropped!

Today, we discuss "Managing Bar Mitzvah Money, Are Backdoor Roth IRAs Immoral, Professionals That Are The Worst At Managing Money."

WATCH: https://t.co/gP1E09cUWv

LISTEN: https://t.co/NjCQ3v4sK9

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

TOMORROW!

Join ParkBridge Wealth for our latest webinar on "Don’t Lien on Me: How to Discharge IRS and NYS Tax Liens" featuring Scott Kestenbaum and Jill Monoson from the law firm Kestenbaum & Mark.

RSVP/More info: https://t.co/rDeZ0x6PE2

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

This week in The Jewish Press I discussed "Return on Hassle: Save on Taxes or Minimize Headaches?"

This is a topic that is almost never discussed, but comes up for every family.

Article: https://t.co/ZKqKp0lPTi

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss “Is My Yeshiva’s Retirement Plan Up to Standard? - Part 3“

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[Jonathan I. Shenkman @JonathanOnMoney]

Episode 163 of the Jonathan On Money podcast just dropped!

This week we go IN FOCUS where we will explore "Designing Resilient Estate Plans - Planning to Avoid Litigation with Asher Lowenstein.

LISTEN: https://t.co/gYHb8bp98b

WATCH: https://t.co/LMbAE5YC07

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss “Is My Yeshiva’s Retirement Plan Up to Standard? Part 2“

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

This week in The Jewish Press "Smart Money Moves for the Young, Single, and Living at Home."

This is an area that is not covered often, but impacts a very large demographic.

Article: https://t.co/PDjthfhoF8

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss ““Is My Yeshiva’s Retirement Plan Up to Standard? Part 1“

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

Yesterday, ParkBridge hosted a webinar to a national audience of accountants, attorneys, and wealth advisors on "Designing Resilient Estate Plans: Planning to Avoid Litigation" featuring Asher Lowenstein of Lowenstein Legal.

Watch: https://t.co/kiSf8iOUrf

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

Episode # 162 of the Jonathan On Money podcast just dropped!

This week we discuss "Gambling, Gold, Advisory Fees, And Why Dividend Yields Are Falling."

LISTEN: https://t.co/NjCQ3v4sK9

WATCH: https://t.co/90Tl07bmDE

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

This THURSDAY @ 8:30am!

Join ParkBridge for our latest webinar on "Designing Resilient Estate Plans: Planning to Avoid Litigation" featuring Asher Lowenstein of Lowenstein Legal PLLC based in Long Island, NY.

RSVP: https://t.co/nx1GvBlIRI

Open to all!

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

Wrapping up a great book tour in the Holy Land! Stopped by Ben Yehuda for great food, company, & vibes. Still have a Polish Butterfly.

#JonathanOnMoney

D is for Diversification: The ABCs of Personal Finance is available on Amazon or https://t.co/SP3hl1zutN.

[Jonathan I. Shenkman @JonathanOnMoney]

My latest in the Jewish press on the hidden financial lessons from Shavuos!

Chag sameyach to all!

Article: https://t.co/aoKB45E7uv

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

Episode 161 of the Jonathan On Money podcast dropped!

In this episode, we are joined by Timothy Noonan from Hodgson Russ who will be discussing “Hot Topics in State Tax Residency”

LISTEN: https://t.co/gYHb8bp98b

WATCH: https://t.co/zRMbt4PACl

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

The international phase of my book tour continues in the Holy Land with a stop in Jerusalem. Any time I’m in Israel, stopping by the Western Wall is a must!

#JonathanOnMoney

D is for Diversification: The ABCs of Personal Finance is available on Amazon or https://t.co/spBiDtClU9

[Jonathan I. Shenkman @JonathanOnMoney]

In my latest article in Barron’s, I discuss “Portfolio Rebalancing Can Be Expensive. 7 Ways to Avoid the Tax Bill.”

This is something that all high net worth investors struggle with.

Article: https://t.co/Z5EjBqAaHf

#JonathanOnMoney @barronsonline

[Jonathan I. Shenkman @JonathanOnMoney]

First international stop on the book tour. Glad it was in Ramat Beit Shemesh, Israel where I have many podcast listeners and “Jonathan On Money” fans.

Really great group and can’t wait to my next stop in the Holy Land!

#JonathanOnMoney

[Jonathan I. Shenkman @JonathanOnMoney]

This week in The Jewish Press I discuss "How To Maintain Financial Peace of Mind in Retirement."

A topic that comes up for me on a regular basis and one that many soon to be retirees are concerned about.

Article: https://t.co/ktUoXeWW0b

#JonathanOnMoney