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:

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!

1. Talking points: Raising Money-Smart Children Starts Earlier Than You Think

2. Our quote this week is from Burton Malkiel on different types of market forecasters

3. Is Private Credit entering a "bubble" with so many providers coming out with funds and ETFs featuring this category?

4. How much is too much to spend on a siyum (per person) during the nine days?

5. What are your thoughts on WNBA players earning substantially less than NBA players? Do you think it’s fair that they are not paid comparable salaries for their hard work?

6. My parents have a few million dollars, but just retired and have no long term care insurance. How do I protect my inheritance so they don’t spend all their money on long-term care needs should there be a need?

7. I’m repositioning my portfolio. Should I wait until after Tisha B’av to do so or is that just silliness?

8. I see some nice income funds paying over 7%. Why not just buy that to generate income in retirement?

9. What's a 501c(4)? I want to give to a particular non profit and I saw it was categorized as a 501c(4). Any ideas?

10. You discuss investing in Israel from time to time, but let's say I want to support Palestine through investments. How do I do that?

11. What's the difference between an estate tax and inheritance tax?

12. Timely & Actionable Idea: How to best invest in Artificial Intelligence (AI)?

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 29th @ 8:30am featuring Elizabeth Forspan of Forspan Klear LLP based in New York. Elizabeth will be speaking about “Overcoming Estate and Elder Care Planning Hurdles.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ***

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 @JonathanOnMoney: 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:

***My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com!

1. Talking points: How Much Should You Spend on a Date?

2. Our quote this week is from Dave Ramsey on the implications of the choices we make.

3. If low fees matter most, why not move everything to Vanguard?

4. Which index provider do you prefer for ETFs—CRSP, S&P, Russell, or another—and why?

5. What’s your view on buffer ETFs? My advisor recommends them to reduce downside risk.

6. Why is carried interest taxed so favorably, especially for hedge fund and private equity managers?

7. Should I prioritize funding Roth IRAs for my minor children over other financial goals?

8. Timely & Actionable Idea: Estate planning considerations

***UPCOMING LIVE WINTER WEBINAR: On THURSDAY, January 29th @ 8:30am featuring Elizabeth Forspan of Forspan Klear LLP based in New York. Elizabeth will be speaking about “Overcoming Estate and Elder Care Planning Hurdles.” SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ***

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 @JonathanOnMoney: Instagram | X | YouTube | LinkedIn

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

***My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com***

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

Today, we are joined by Martin M. Shenkman, Founder, Shenkman Teitz based in New York. Marty will be discussing “Asset Protection in 2026: SLATs, DAPTs, SPATs and more Acronyms.”

By way of background, with a $15M exemption few taxpayers will be subject to an estate tax, but asset protection concerns remain a critical planning goal. A recent favorable DE case upholding a self settled trust, and a follow up CO case that overturned a later transaction to that trust, provide valuable lessons as to how clients can protect assets, what steps to take, and which to avoid. How do domestic asset protection trusts (“DAPTs”) compare to other irrevocable trust techniques such as spousal lifetime access trusts (“SLATs”), and special power of appointment trusts (“SPATs”) and which may make sense in which situations? Further, in light of the current high exemption might an incomplete gift variant of one of these trusts be advisable.

***UPCOMING LIVE WINTER WEBINAR: My next webinar continues on Thursday, January 29th featuring Elizabeth Forspan of Forspan Klear based in Great Neck, NY who will be speaking on “Overcoming Estate and Elder Care Planning Hurdles.” The program will also offer CLE & CPE credit. You can register here: https://us02web.zoom.us/webinar/register/WN_NmVZrNHvRTCNwkCVlLYLtQ

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.