Jonathan On Money
By Jonathan On Money
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Episodes: 171
Description
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
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| Episode | Date |
|---|---|
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Episode 171: Financial Survival for the Sandwich Generation, Responsibilities Of Trustees, & Portfolio Perfection
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Jul 29, 2026 |
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Episode 170: Trump Accounts, Prenups, & Economic Challenges Facing Our Youth
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Jul 22, 2026 |
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Episode 169: Nine Days-Nine Lessons, Single Stock ETFs, & Multiple Retirement Plan Rules
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Jul 15, 2026 |
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Episode 168: America At 250, Jewish Financiers Who Helped Build a Nation, and Investing in Apple Pie & BBQs
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Jul 08, 2026 |
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Episode 167: IN FOCUS: Mid-Year Money Check-In - The 2026 Trends That Are Impacting Your Wealth
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Jul 01, 2026 |
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Episode 166: Ultimate Advice For Recent Grads, Investing In Films, & Giving up a 2.75% Mortgage
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Jun 24, 2026 |
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Episode 165: IN FOCUS: How to Discharge IRS and NYS Tax Liens with Scott Kestenbaum and Jill Monoson (Kestenbaum & Mark)
|
Jun 17, 2026 |
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Episode 164: Managing Bar Mitzvah Money, Are Backdoor Roth IRAs Immoral, Professionals That Are The Worst At Managing Money
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Jun 10, 2026 |
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Episode 163: IN FOCUS: Designing Resilient Estate Plans - Planning to Avoid Litigation with Asher Lowenstein (Lowenstein Legal)
|
Jun 03, 2026 |
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Episode 162: Gambling, Gold, Advisory Fees, And Why Dividend Yields Are Falling
|
May 27, 2026 |
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Episode 161: IN FOCUS: Hot Topics in State Tax Residency - Audit Enforcement and Wealth Taxes with Tim Noonan (Hodgson Russ)
|
May 20, 2026 |
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Episode 160: Ten Commandments For Retirement Readiness, Negotiating A Higher Salary, Scheduling Happiness, & Planning For Gvirim
|
May 13, 2026 |
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Episode 159: IN FOCUS: Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps with Lisa Presser and Brian Balduzzi (Faegre Drinker)
|
May 06, 2026 |
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Episode 158: Affording The Five Towns, Inherited Real Estate, Dress To Impress, & High Returns Using ETFs
|
Apr 29, 2026 |
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Episode 157: IN FOCUS: When the Family Is the Business - Why You Need a Real Partnership Agreement with Av Sinensky (Falcon Rappaport & Berkman)
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Apr 22, 2026 |
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Episode 156: Pesach Programs, Reinvesting Dividends, and Are Teachers Underpaid
|
Apr 15, 2026 |
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Episode 155: IN FOCUS: Retirement 2.0 - Modern Planning Strategies for 2026
|
Apr 07, 2026 |
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Episode 154: The Seder & Investing, Retiring Into a Down Stock Market, Working With A $400 million Client
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Mar 31, 2026 |
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Episode 153: IN FOCUS: Highlights of the 2026 Heckerling Institute on Estate Planning with Kevin Matz (ArentFox Schiff)
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Mar 25, 2026 |
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Episode 152: Annuity vs Lump Sum Payment, Does Your Yeshiva Have A Good 401(k) & My Best Purchase For Under $100
|
Mar 18, 2026 |
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Episode 151: IN FOCUS: How to Shift CRT Benefits to Children Under Today’s Tax Rules with Evan Unzelman (CRT Experts)
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Mar 11, 2026 |
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Episode 150: Tax Strategies For Irrevocable Trusts & Hidden Financial Lessons From The Megillah
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Mar 04, 2026 |
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Episode 149: Financial Advisors That Should Be Put In Cherem, Money Advice for Travis & Taylor, and Wyoming Holding LLC
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Feb 25, 2026 |
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Episode 148: IN FOCUS: Escape from New York - Tax & Estate Planning Considerations For Moving To Florida Or Israel with Boaz Feinberg and Lawrence Garbuz
|
Feb 18, 2026 |
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Episode 147: How Much To Spend On A Chassan Watch, Tradeoffs, ROI of Baha Mar & All You Can Eat Buffets
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Feb 11, 2026 |
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Episode 146: IN FOCUS: Overcoming Estate and Elder Care Planning Hurdles with Elizabeth Forspan (Forspan Klear)
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Feb 04, 2026 |
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Episode 145: Investing In AI, Raising Money Smart Kids, and Investing In Israel vs. Palestine
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Jan 28, 2026 |
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Episode 144: How Much To Spend on a Date, Dave Ramsey On Choices, & Are Vanguard's Fees Compelling?
|
Jan 21, 2026 |
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Episode 143: IN FOCUS: Asset Protection in 2026 - SLATs, DAPTs, SPATs and more Acronyms with Marty Shenkman (Shenkman Teitz)
|
Jan 14, 2026 |
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Episode 142: Trump Accounts, Marriage & Money, and The Next Recession
|
Jan 07, 2026 |
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Episode 141: Does The Principal Of Your Child's School Make Too Much Money, Chris Rock On Wealth, & Capitalism vs. Socialism
|
Dec 31, 2025 |
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Episode 140: IN FOCUS: Asset Protection and Personal Guaranties with Eli Akhavan (Grant, Herrmann, Schwartz & Klinger)
|
Dec 24, 2025 |
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Episode 139: The Frum Community Has a Spending Problem, Chosson Gifts, Annuities, & Chizzuk From Jerry Rice
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Dec 17, 2025 |
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Episode 138: IN FOCUS: 2025 Last Minute Wealth Planning Ideas with Jonathan Shenkman (ParkBridge Wealth)
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Dec 10, 2025 |
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Episode 137: IN FOCUS: Legal Protections for Vulnerable Young Adults with Amy O'Hara (Littman Krooks)
|
Dec 03, 2025 |
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Episode 136: What I'm Thankful For, Buffet’s Farwell, & Investing In Friend's Real Estate "Deal"
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Nov 26, 2025 |
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Episode 135: IN FOCUS: Business and Real Estate Succession Planning with Avi Kestenbaum (Meltzer, Lippe)
|
Nov 19, 2025 |
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Episode 134: Don't Patschke With Your Money, Investing Missteps When Rates Fall, & The Impact of AI On Your Job
|
Nov 12, 2025 |
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Episode 133: IN FOCUS: State Income Taxation Of Trusts with Andrew Katzenberg (ArentFox Schiff)
|
Nov 05, 2025 |
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Episode 132: The Financial Lesson From The Great Flood, Roth IRA Conversions In Retirement, & Chiddushim From Mother Teresa
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Oct 29, 2025 |
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Episode 131: IN FOCUS: Structuring Buy-Sell Agreements Right with Jack Elder (Kestra Insurance Planning)
|
Oct 22, 2025 |
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Episode 130: Non-Financial Retirement Considerations, Private Assets in ETFs, & My Weekly Family Financial Strategy Session
|
Oct 16, 2025 |
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Episode 129: Trump's Performance, Your Friends Are Holding You Back, & Developing Content
|
Oct 09, 2025 |
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Episode 128: Rules For Contributing To Multiple Retirement Accounts & Forecasting Your Future Tax Rate
|
Oct 01, 2025 |
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Episode 127: IN FOCUS: Snowbird Domicile and Choice Of Law with Bruce Steiner (Kleinberg, Kaplan)
|
Sep 25, 2025 |
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Episode 126: Getting By On Only 400K, Giving With A Warm Hand, And Is It Permitted To Buy German Products
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Sep 17, 2025 |
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Episode 125: IN FOCUS: Tax Issues with Distressed Real Estate with Matthew E. Rappaport (Falcon Rappaport & Berkman LLP)
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Sep 10, 2025 |
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Episode 124: Summer Road Trip, The Pursuit Of Investment Perfection, and Making Aliyah With No Job
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Sep 03, 2025 |
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Episode 123: Dumb Kiddush Club Advice, Leaving A Legacy, & Not Living Life In The Rearview Mirror
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Aug 27, 2025 |
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Episode 122: Tariffs & Inequality, Marketing Tips, Trump/Putin Summit, and How to Panic Prudently
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Aug 20, 2025 |
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Episode 121: Commercial Real Estate, Managing A Financial Windfall, & Sports Betting Within Your Portfolio
|
Aug 13, 2025 |
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Episode 120: Morning Routines, ROI on Pesach Getaways, Birthday Parties & 529 Accounts, and Financial Wisdom From Proverbs
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Aug 06, 2025 |
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Episode 119: How Do We Get Yeshivas To Stop Raising The Price Of Tuition?
|
Jul 30, 2025 |
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Episode 118: IN FOCUS: One Big Beautiful Bill Act - Overview & Planning Ideas with Marty Shenkman (Shenkman Law)
|
Jul 23, 2025 |
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Episode 117: Solving The Yeshiva Tuition Crisis By Signing "The Yeshiva Pledge"
|
Jul 16, 2025 |
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Episode 116: Should I Wait To Purchase A Home Given The High Rates And High Prices?
|
Jul 09, 2025 |
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Episode 115: Should I Invest In A Restaurant?
|
Jul 02, 2025 |
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Episode 114: IN FOCUS: Is ESG Investing A Marketing Ploy with Jonathan Shenkman (ParkBridge Wealth)
|
Jun 25, 2025 |
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Episode 113: Do I Need A Crypto Coach?
|
Jun 18, 2025 |
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Episode 112: IN FOCUS: Understanding Pass-Through Entity Taxation with Angelika Herburger and Russell Ephraim (CBIZ Advisors)
|
Jun 11, 2025 |
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Episode 111: Ten Financial Commandments For Retirees
|
Jun 04, 2025 |
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Episode 110: IN FOCUS: Gifts and Bequests from Covered Expatriates with John Kiely (McDermott Will & Emery)
|
May 28, 2025 |
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Episode 109: How I Found My Bashert & Manage My Money
|
May 21, 2025 |
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Episode 108: IN FOCUS: Hot Topics in NY Tax Audits and Enforcement with Timothy Noonan (Hodgson Russ)
|
May 14, 2025 |
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Episode 107: Taking Out Credit Card Debt To Pay For A Wedding
|
May 07, 2025 |
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Episode 106: IN FOCUS: Over-Looked Estate Planning Tips to Consider for 2025 with Brian Balduzzi and Lisa Presser (Faegre Drinker)
|
Apr 30, 2025 |
|
Episode 105: Financial Considerations Before Making Aliyah
|
Apr 23, 2025 |
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Episode 104: The Passover Paradox
|
Apr 16, 2025 |
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Episode 103: Life and Investing Wisdom from Confucius & George Carlin
|
Apr 09, 2025 |
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Episode 102: IN FOCUS: Common Mistakes Wealthy Families Make with Jonathan Shenkman (ParkBridge Wealth)
|
Apr 02, 2025 |
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Episode 101: Tariffs: Should Retirees Be Concerned?
|
Mar 26, 2025 |
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Episode 100: IN FOCUS: Form 3520 Reporting Under The Proposed Regulations
|
Mar 19, 2025 |
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Episode 99: Reconsider Your Spending On Purim
|
Mar 12, 2025 |
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Episode 98: IN FOCUS: Highlights of the 2025 Heckerling Institute on Estate Planning
|
Mar 05, 2025 |
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Episode 97: Should My Roth IRA Be Invested Differently Than My Traditional IRA?
|
Feb 26, 2025 |
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Episode 96: IN FOCUS: Tax Implications of Merger and Acquisition Transactions
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Feb 19, 2025 |
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Episode 95: A Shtickle Rant
|
Feb 12, 2025 |
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Episode 94: IN FOCUS: Where Good Estate Planning Equals Poor Elder Care Planning
|
Feb 05, 2025 |
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Episode 93: Tax Season Is Upon Us
|
Jan 29, 2025 |
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Episode 92: The "401(k) Trap"
|
Jan 22, 2025 |
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Episode 91: IN FOCUS: Post-Election: The New World of Estate Planning
|
Jan 15, 2025 |
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Episode 90: 7 Predictions For The Year-Ahead
|
Jan 08, 2025 |
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Episode 89: IN FOCUS: International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?
|
Jan 01, 2025 |
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Episode 88: Success Lies In The Relentless Execution Of The Basics
|
Dec 25, 2024 |
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Episode 87: IN FOCUS: Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility
|
Dec 18, 2024 |
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Episode 86: Should I Sell My Rental Home and Invest The Proceeds In The Market?
|
Dec 11, 2024 |
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Episode 85: IN FOCUS: Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End
|
Dec 04, 2024 |
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Episode 84: IN FOCUS: To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors
|
Nov 27, 2024 |
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Episode 83: Where Do I Park My Cash Now?
|
Nov 20, 2024 |
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Episode 82: IN FOCUS: “International Estate Planning - Traps for the Unwary"
|
Nov 13, 2024 |
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Episode 81: New President! What Now?
|
Nov 06, 2024 |
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Episode 80: IN FOCUS: "Generation-Skipping Transfer Tax Tricks and Traps”
|
Oct 30, 2024 |
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Episode 79: Should I mimic the investment strategies of politicians?
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Oct 23, 2024 |
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Episode 78: IN FOCUS: "Going to the Sunshine State? Tax Considerations in Florida Planning”
|
Oct 16, 2024 |
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Episode 77: A Time For Spiritual & Financial Introspection
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Oct 09, 2024 |
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Episode 76: IN FOCUS: "Charitable Giving: Timely Strategies and Considerations Under Jewish Law"
|
Oct 02, 2024 |
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Episode 75: What Percentage of My Portfolio Should Be In Alternative Investments?
|
Sep 25, 2024 |
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Episode 74: IN FOCUS: “Estate Planning If You have Assets/Heirs In Israel"
|
Sep 18, 2024 |
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Episode 73: Human Financial Advisor vs. Robo Advisor
|
Sep 11, 2024 |
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Episode 72: Paying For A Wedding When Machatanim Disagree
|
Sep 04, 2024 |
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Episode 71: Strategies For Getting Laid Off Before You’re Ready To Retire
|
Aug 28, 2024 |
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Episode 70: Money Lessons From The Olympics
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Aug 21, 2024 |
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Episode 69: The Destruction of Wealth
|
Aug 13, 2024 |
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Episode 68: How many pages should a financial plan be?
|
Aug 07, 2024 |
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Episode 67: Should I loan money to a relative?
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Jul 31, 2024 |
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Episode 66: Should I borrow money from my 401k to invest in real estate?
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Jul 24, 2024 |
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Episode 65: HOT TOPICS with Martin Shenkman (Connely, ESG, Step transactions, Direct indexing, and CTA developments)
|
Jul 17, 2024 |
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Episode 64: Rockefeller on Giving
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Jul 10, 2024 |
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Episode 63: IN FOCUS: “Children & Money: Timeless Strategies To Transmit to The Next Generation”
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Jul 03, 2024 |
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Episode 62: Personal Finances Lessons For All The Dads Out There!
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Jun 26, 2024 |
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Episode 61: IN FOCUS: “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries”
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Jun 19, 2024 |
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Episode 60: Thoughts on Universal Basic Income
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Jun 14, 2024 |
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Episode 59: IN FOCUS: “Qualifying as Qualified Small Business Stock (Section 1202)”
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Jun 05, 2024 |
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Episode 58: The Summer Financial Challenge
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May 29, 2024 |
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Episode 57: IN FOCUS: “Unraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intent”
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May 22, 2024 |
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Episode 56: ParkBridge Turns Two! Reflections On Being a Business Owner
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May 15, 2024 |
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Episode 55: IN FOCUS: “Hot Topics in NYS/NYC Residency and Personal Income Taxes”
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May 08, 2024 |
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Episode 54: The Intersection of Psychology and Investing
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May 01, 2024 |
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Episode 53: IN FOCUS: “The Latest and Greatest in Aggressive Tax Strategies"
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Apr 25, 2024 |
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Episode 52: Today Is My Birthday! 39 Personal Finance Lessons In Honor Of My 39th Birthday
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Apr 17, 2024 |
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Episode 51: Personal Finance Rules Of Thumb (With A Frum Twist)
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Apr 10, 2024 |
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Episode 50: Are Annuities A Good Investment?
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Apr 03, 2024 |
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Episode 49: ESG investing - Matching Investors Portfolios With Their Values.
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Mar 27, 2024 |
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Episode 48: IN FOCUS: “Women and Wealth: Challenges and Strategies for Female Clients"
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Mar 20, 2024 |
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Episode 47: Money lessons from the Golden Calf, Vanderbilts, And Touro Synagogue
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Mar 13, 2024 |
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Episode 46: IN FOCUS: “Estate Planning for U.S. Clients who own assets and/or have descendants in other countries (with a special focus on Israel)”
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Mar 06, 2024 |
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Episode 45: The Most Important Financial Decision: Who You Decide To Marry
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Feb 28, 2024 |
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Episode 44: IN FOCUS: “CRTs as “Stretch IRA” Substitutes”
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Feb 21, 2024 |
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Episode 43: Solving the College Tuition Puzzle
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Feb 14, 2024 |
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Episode 42: IN FOCUS: “Spousal Lifetime Access Trusts for Mass Affluent ($1-10M) taxpayers”
|
Feb 07, 2024 |
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Episode 41: Is Spending Yeshiva Break In Florida Financially Prudent?
|
Jan 31, 2024 |
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Episode 40: IN FOCUS: “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset”
|
Jan 24, 2024 |
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Episode 39: Should I Pay For The Young Couple’s Shana Rishona In Israel
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Jan 17, 2024 |
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Episode 38: IN FOCUS: “Long Term Care Costs and Options at Varying Degrees of Wealth”
|
Jan 10, 2024 |
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Episode 37: 6 Strategies to Lower Your Taxes in Retirement
|
Jan 03, 2024 |
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Episode 36: Seven Ways To Invest In Israel Today Given The War In Gaza
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Dec 27, 2023 |
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Episode 35: IN FOCUS: “Selecting an Asset Protection Plan – Strategies and Pitfalls”
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Dec 20, 2023 |
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Episode 34: Is College Still A Good Investment?
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Dec 13, 2023 |
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Episode 33: IN FOCUS: “Last Minute 2023 Wealth Planning Ideas”
|
Dec 06, 2023 |
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Episode 32: A Time To Be Thankful
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Nov 29, 2023 |
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Episode 31: The most pressing financial issues facing the frum community today
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Nov 22, 2023 |
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Episode 30: IN FOCUS: “Moving to Israel: Top Financial Planning Considerations”
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Nov 15, 2023 |
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Episode 29: Get out of your own way!
|
Nov 08, 2023 |
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Episode 28: IN FOCUS: “Selling a Family Business: Legal, Financial, and Estate Planning Considerations”
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Nov 01, 2023 |
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Episode 27: Making it to Boca!
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Oct 25, 2023 |
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Episode 26: IN FOCUS: "“Taxation of Supplemental Needs Trusts"
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Oct 18, 2023 |
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Episode 25: Back To The Basics: Investing Is Like A Birthday Cake
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Oct 11, 2023 |
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Episode 24: IN FOCUS: "Planning Under SECURE 2.0 and the Proposed Regulations”
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Oct 04, 2023 |
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Episode 23: What Dave Ramsey Got Wrong
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Sep 27, 2023 |
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Episode 22: IN FOCUS: “A Practical Guide on the Lifecycle of Planning for Art Collections”
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Sep 20, 2023 |
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Episode 21: Reflecting On The Past Year: 6 Lessons For Investing And Life
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Sep 13, 2023 |
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Episode 20: Money Advice Every Parent Should Give Their Children
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Sep 06, 2023 |
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Episode 19: Affording A Frum Lifestyle and Living Your Rich Life
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Aug 30, 2023 |
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Episode 18: Affording A Frum Lifestyle - A Proactive Approach
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Aug 23, 2023 |
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Episode 17: Supporting Kollel Kids And Retirement
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Aug 16, 2023 |
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Episode 16: IN FOCUS: “Taxation of Cryptocurrency, NFTs, and Decentralized Finance”
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Aug 09, 2023 |
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Episode 15: My Thoughts On Dave Ramsey’s Seven Baby Steps
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Aug 02, 2023 |
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Episode 14: IN FOCUS: "Financial Planning For Orthodox Jewish Families: There Is Nothing Average About a Frum Lifestyle”
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Jul 26, 2023 |
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Episode 13: Should I Incur Credit Card Debt To Pay Yeshiva Tuition?
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Jul 19, 2023 |
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Episode 12: IN FOCUS: “Using Tax Insurance to Achieve Tax Certainty in Estate Planning and Wealth Management”
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Jul 12, 2023 |
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Episode 11: Proud to be an American Investor
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Jul 05, 2023 |
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Episode 10: IN FOCUS: "Ten Timeless Investing Principles and How They Apply in Today’s Market"
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Jun 28, 2023 |
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Episode 9: Financial Planning For LGBTQ Families
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Jun 21, 2023 |
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Episode 8: IN FOCUS: "Private Foundations: The 5 deadly sins (or excises taxes)”
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Jun 14, 2023 |
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Episode 7: The Dangers of a Kiddush Club Portfolio
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Jun 07, 2023 |
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Episode 6: IN FOCUS: “U.S. beneficiaries of Canadian estates"
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May 31, 2023 |
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Episode 5: Do I Have Enough Life Insurance?
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May 24, 2023 |
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Episode 4: IN FOCUS: "Coming to America: Pre-Immigration Tax and Estate Planning Considerations”
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May 17, 2023 |
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Episode 3: Spring Cleaning Your Finances
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May 10, 2023 |
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Episode 2: IN FOCUS: "State Tax Audits Preparing for the Inevitable"
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May 03, 2023 |
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Episode 1: Multi-Family Real Estate vs. 401(k)
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Apr 28, 2023 |