Jonathan On Money

Hosted by Jonathan On Money

Business Investing Education Religion Spirituality

Website RSS feed

Episodes

164

Latest episode

Jun 2026

Language

About the show

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

Listen to episodes

60 recent

June 10, 202625 min

Episode 164: Managing Bar Mitzvah Money, Are Backdoor Roth IRAs Immoral, Professionals That Are The Worst At Managing Money

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: What Should My Son Do with His Bar Mitzvah Money?2.   This week’s quote is from F. Scott Fitzgerald on how it is never too late.3.   Any financial strategies you would recommend with the commie Mayor of New York who never held a real job in his life?4.   Is a backdoor Roth IRA immoral because you have too much money to contribute to a Roth IRA due to the regular income phaseouts?5.   Which professionals are the worst at managing their money?6.   Can ChatGPT solve most of my financial questions? Be honest. It seems like it can solve most questions.7.   I want to rebalance my taxable account, but given the large gains it will cause a meaningful taxable event. On the other hand, if I don’t rebalance, my portfolio will become much more heavily weighted in stocks which will make it riskier. What do you suggest I do?8.   Timely & Actionable Idea: Setup a sensible investment program leading up to retirement. ***Upcoming Live SPRING Webinar: On THURSDAY, JUNE 18th @ 8:30am featuring Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management based in New York. Jonathan will be discussing Mid-Year Money Check-In: The 2026 Trends That Are Impacting Your Wealth.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_aF6uLMEfRUGjJeCQad2c8g***  ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***  Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

June 3, 202631 min

Episode 163: IN FOCUS: Designing Resilient Estate Plans - Planning to Avoid Litigation with Asher Lowenstein (Lowenstein Legal)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.       This week, we go IN FOCUS where we explore more advanced wealth planning topics.       Today, we are joined by Asher Lowenstein Founder of Lowenstein Legal PLLC based in Long Island, NY. Asher will be discussing “Designing Resilient Estate Plans: Planning to Avoid Litigation.”By way of background, many estate and trust disputes arise from planning decisions that unintentionally leave room for conflict. This program examines common sources of litigation involving children, surviving spouses, and outside parties, and equips planners and advisors with concrete steps to address them. This episode will explore how structural planning choices, family dynamics, and documentation practices can each mitigate or magnify the likelihood of breakdown. By the end of this show, listeners should leave with a clear framework for identifying where disputes tend to originate and the tools to build estate plans that hold up when families don't.***UPCOMING LIVE SPRING WEBINAR: My next webinar is Tuesday, June 9th @ 8:30am on “Don’t Lien on Me: How to Discharge IRS and NYS Tax Liens” featuring Scott Kestenbaum and Jill Monoson from the firm Kestenbaum & Mark LLP based in Long Island, NY.. You can register here: https://us02web.zoom.us/webinar/register/WN_Ajvu1_eASTGeOflgXBJ3zQ*** M latest book, “D is for Diversification: The ABCs of Personal Finance” is now available on Amazon or at www.JonathanOnMoney.com. It is a great way to support these podcasts.  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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.

May 27, 202630 min

Episode 162: Gambling, Gold, Advisory Fees, And Why Dividend Yields Are Falling

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 Does Gambling Fit into My Investment Strategy?2.   This week’s quote is from Jim Carrey on why everyone should be rich and famous.3.   Why shouldn’t I put all my money into the Nasdaq or tech stocks just because they’ve been the best‑performing asset class for the past 15 years?4.   I’m retired and already have 40% of my assets in income annuities. I received an inheritance that now makes up the remaining 60%, and my advisor wants me to put another 20% into a low‑cost annuity. Is that appropriate?5.   My CPA made mistakes on my tax return this year. Should I replace her, or would that be an overreaction?6.   My advisor rebalances my account annually, but because the market has risen, selling gains will trigger significant taxes. Is rebalancing still worth it given the tax hit?7.   With interest rates falling, where should I keep my cash? Are short‑duration bond funds or mortgage bonds better options given their higher yields?8.   Gold has been surging. Should I include it as part of my portfolio?9.   I look at my monthly statements and wonder how much more money I’d have if I didn’t pay an advisor and managed everything myself. Is that a reasonable concern?10. Why are dividend yields lower today than in past decades?11. Timely & Actionable Idea: Simplify your financial life leading up to retirement. ***Upcoming Live SPRING Webinar: On THURSDAY, MAY 28th @ 8:30am featuring Asher Lowenstein, Esq. Founder of Lowenstein Legal PLLC based in Long Island, NY. Asher will be discussing “Designing Resilient Estate Plans: Planning to Avoid Litigation.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg***  ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***  Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

May 20, 202629 min

Episode 161: IN FOCUS: Hot Topics in State Tax Residency - Audit Enforcement and Wealth Taxes with Tim Noonan (Hodgson Russ)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.         This week, we go IN FOCUS where we explore more advanced wealth planning topics.      Today, we are joined by Timothy Noonan from the law firm Hodgson Russ LLP based in Buffalo and New York City. Tim will be discussing “Hot Topics in State Tax Residency: Audit Enforcement and Wealth Taxes.” By way of background, as taxpayers continue to flee high-tax jurisdictions, states are continuing to ramp up audit and enforcement efforts. Over the past year, New York City has been a focal point, with fears about what a new mayoral administration will mean for life (and taxes) in the City and the corresponding increase in tax enforcement that’s expected. On the other side of the country, the possibility of an unprecedented wealth tax is not only spooking many of that state’s wealthiest taxpayers (and sparking an exodus out of the state), but it’s also causing consternation for high-net worth taxpayers across the country, with fears that a California wealth tax could be the start of similar dominoes falling in many other states. In this session, we’ll review the latest trends in state tax enforcement in the residency area, with a focus on New York. We’ll also explain what’s happening in California and talk about the possibilities of wealth taxes spreading to other states. ***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, May 28th @ 8:30am on “Designing Resilient Estate Plans: Planning to Avoid Litigation” featuring Asher Lowenstein, Esq., Founder of Lowenstein Legal PLLC based in Long Island, NY. You can register here: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg***  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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.

May 13, 202627 min

Episode 160: Ten Commandments For Retirement Readiness, Negotiating A Higher Salary, Scheduling Happiness, & Planning For Gvirim

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: Financial Planning Strategies for the Gvirim Among Us2.   This week’s quote is from Scott Clary on scheduling happiness3.   With the holiday of Shavuos around the corner, do you have any top ten financial planning lists you can share with the Oilam?4.   What tips do you recommend for negotiating a higher salary?5.   How to make my portfolio “recession proof?”6.   How to I achieve “alpha” within my investment portfolio?7.   How do you manage so portfolios and not make them all the same? How do you scale?8.   Timely & Actionable Idea: Assess your income sources and expenses leading up to retirement. ***Upcoming Live SPRING Webinar: On THURSDAY, MAY 28th @ 8:30am featuring Asher Lowenstein, Esq. Founder of Lowenstein Legal PLLC based in Long Island, NY. Asher will be discussing “Designing Resilient Estate Plans: Planning to Avoid Litigation.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg***  ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***  Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

May 6, 202629 min

Episode 159: IN FOCUS: Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps with Lisa Presser and Brian Balduzzi (Faegre Drinker)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.        This week, we go IN FOCUS where we explore more advanced wealth planning topics.      Today, we are joined by Lisa Presser and Brian Balduzzi both from the law firm Faegre Drinker Biddle & Reath based in Princeton, NJ & Philadelphia, PA. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.” By way of background, since 2006, certain qualifying individuals have been able to distribute a portion of their individual retirement accounts to qualified charities while excluding these distributions from their taxable income. The rules related to making these qualified charitable distributions (“QCDs”) have evolved over the years, most recently under the SECURE Act and SECURE Act 2.0. While simple in theory, the QCD rules can be a tax trap or missed opportunity for investors. As families consider their tax and charitable planning for 2026 and beyond, their advisors should review the rules, the best practices and traps for consulting with clients on making QCDs in a timely and efficient manner. ***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Tuesday, May 12th featuring Timothy P. Noonan, Esq. Partner, Hodgson Russ LLP  based in Buffalo, NY. Tim will be discussing Hot Topics in State Tax Residency: Audit Enforcement and Wealth Taxes.” You can register here: https://us02web.zoom.us/webinar/register/WN_0AMJF8MeTaegYhG83U36dg  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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.

April 29, 202619 min

Episode 158: Affording The Five Towns, Inherited Real Estate, Dress To Impress, & High Returns Using ETFs

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: Inherited Real Estate with Siblings: What to Do When You Want to Sell and They Don’t2.   This week’s quote is from Seneca on luck3.   Will ever be able to buy a home in the five towns? 4.   How do you stay on top of the latest news around the world so you can position your clients portfolios appropriately? I 5.   How would you suggest that I "dress to impress” without breaking the bank?6.   Do you have any advice on the decumulation phase where I need to take out money?7.   I was speaking to a guy in my community who told me he’s been earning 18% a year in ETFs. How do I do this to grow my money at that rate?8.   Timely & Actionable Idea: Spending on big ticket items leading up to retirement. ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 30th @ 8:30am featuring Brian Balduzzi and Lisa Presser both from Faegre Drinker Biddle & Reath LLP based in both Philadelphia and Princeton, NJ. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_x9jFRCs3QDuEbmuW8hPerQ***  ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***  Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

April 22, 202657 min

Episode 157: IN FOCUS: When the Family Is the Business - Why You Need a Real Partnership Agreement with Av Sinensky (Falcon Rappaport & Berkman)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.        This week, we go IN FOCUS where we explore more advanced wealth planning topics.     Today, we are joined by Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP based in Rockville Center, NY who will be discussing “When the Family Is the Business: Why You Need a Real Partnership Agreement.” By way of background, family-owned companies often put off or avoid adopting written partnership agreements - instead relying on trust, history and shared interests - a model that can work...until it doesn't. This episode will explain why a written partnership agreement is necessary even for a family business...and sometimes especially for a family business. It will also explore the various pressure points that a well-written partnership agreement addresses, including economics, management, conflict resolution and succession planning. ***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, April 30th featuring Brian M. Balduzzi, Esq., and Lisa Presser, Esq. both from Faegre Drinker Biddle & Reath LLP based in both Philadelphia and Princeton, NJ. Brian and Lisa will be discussing “Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps for 2026 and Beyond.” You can register here: https://us02web.zoom.us/webinar/register/WN_x9jFRCs3QDuEbmuW8hPerQ  Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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.

April 15, 202624 min

Episode 156: Pesach Programs, Reinvesting Dividends, and Are Teachers Underpaid

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: Financial Planning Advice for Frum Families Struggling to Make Ends Meet2.   This week’s quote is from Morgan Housel on progress and setbacks3.   How do I afford going on a Pesach program work every year and save money for my future?4.   Do you think it is fair that teachers are so underpaid when you factor in the importance of their job?5.   My uncle advised me to never reinvest dividends because it’s impossible to keep your cost basis information straight. Is there any merit to this? 6.   Timely & Actionable Idea: Retirement Readiness: Wipe out ALL debt ***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, APRIL 16th @ 8:30am featuring Av Sinensky of Falcon Rappaport & Berkman LLP based in Long Island, who will speaking about “When the Family Is the Business: Why You Need a Real Partnership Agreement.” This program will be for ***CLE/CPE credit available for accountants and attorneys-based NY/NJ***. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg***  ***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***  Stay connected:1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com2) 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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

April 7, 202632 min

Episode 155: IN FOCUS: Retirement 2.0 - Modern Planning Strategies for 2026

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.     Today, Jonathan will discuss Today, I discuss “Retirement 2.0: Modern Planning Strategies for 2026.” By way of background, retiring in 2026 looks very different from your parent's or grandparent's retirement. Longer lifespans, evolving family dynamics, more investment options, and shifting financial realities mean today’s retirees face challenges unlike those of 20–30 years ago. In this 30‑minute session, Jonathan Shenkman will draw on nearly two decades of experience to highlight the most pressing hurdles confronting retirees today. He will also provide practical, actionable strategies that advisors and their clients can use to navigate this new landscape with confidence and clarity. ***UPCOMING LIVE SPRING WEBINAR: My next webinar is on Thursday, April 16th featuring Av Sinensky, Esq., Partner, Falcon Rappaport & Berkman LLP BASED IN Long Island, NY. Av will be discussing “When the Family Is the Business: Why You Need a Real Partnership Agreement.” You can register by clicking on the link in the show notes. You can register here: https://us02web.zoom.us/webinar/register/WN_g4w73ULbQWaJIPpFq4vdMg   ***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com*** Stay connected:1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter3) 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.