Jonathan I. Shenkman

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss “How Much Should You Spend on a Date? – Part 1” #JonathanOnMoney #ParkBridgeWealth #Investing

Episode # 156 of the "Jonathan On Money" podcast just dropped! Today we cover "Pesach Programs, Reinvesting Dividends, and Are Teachers Underpaid." You can LISTEN here: podcasts.apple.com/us/podcast/jon… You can WATCH here: youtube.com/watch?v=eA_Oz6…  #JonathanOnMoney

THIS THURSDAY! Join ParkBridge Wealth for our first SPRING webinar on 4/16 @ 8:30am entitled "When the Family Is the Business: Why You Need a Real Partnership Agreement" featuring Av Sinensky of Falcon Rappaport & Berkman LLP. RSVP: us02web.zoom.us/webinar/regist… #JonathanOnMoney

Episode # 155 of the "Jonathan On Money" podcast just dropped! Today, I cover "Retirement 2.0 - Modern Planning Strategies for 2026." You can LISTEN here: open.spotify.com/show/4RtjMFg5e… You can WATCH here: youtube.com/watch?v=wHszLe… #JonathanOnMoney

Today’s daf

This week in The Jewish Press, I discuss "What the Pesach Seder Teaches About the Best Investment of All." As we celebrate the seder tonight, this perspective should be helpful to many. Article: jewishpress.com/what-the-pesac… #JonathanOnMoney

Episode # 154 of the "Jonathan On Money" podcast just dropped! This episode I cover "The Seder & Investing, Retiring Into a Down Stock Market, Working With A $400 million Client." You can LISTEN: open.spotify.com/show/4RtjMFg5e… You can WATCH: youtube.com/watch?v=Z-uYIP… #JonathanOnMoney

This week in The Jewish Press I wrote about "When Everyone Depends on You: Financial Survival for the Sandwich Generation." An important article for the many people who are currently within this proverbial sandwich. Article: jewishpress.com/when-everyone-… #JonathanOnMoney

Episode # 153 of the "Jonathan On Money" just dropped! In today's show we cover "Highlights of the 2026 Heckerling Institute on Estate Planning" with Kevin Matz of ArentFox Schiff. LISTEN here: podcasts.apple.com/us/podcast/jon…  WATCH here: youtube.com/watch?v=YJXT0y… #JonathanOnMoney

Yesterday, ParkBridge Wealth hosted an event to a national audience of accountants, attorneys, wealth managers, and high-net-worth investors on the topic "Retirement 2.0: Modern Planning Strategies for 2026." WATCH: youtube.com/watch?v=wHszLe… #JonathanOnMoney #ParkBridgeWealth

Check out my latest article in Forbes where I discuss "Should You Combine Finances After Marriage?" Various factors play into this decision. Article: forbes.com/sites/jonathan… #JonathanOnMoney

TOMORROW! Join ParkBridge Wealth Management for our FINAL Winter webinar on "Retirement 2.0: Modern Planning Strategies for 2026." RSVP/More info: us02web.zoom.us/webinar/regist… This program is open to all! #JonathanOnMoney

This week in The Jewish Press I discuss "Are Prenuptial Agreements Necessary When a Couple Has Disparate Levels of Wealth?" You may be surprised by my answer... Article: jewishpress.com/are-prenuptial… #JonathanOnMoney

7 Ways to Overcome the Risks of Retiring Into a Down Stock Market bit.ly/4uEpQw7

In my latest article in @barronsonline, I discuss "7 Ways to Overcome the Risks of Retiring Into a Down Stock Market." Article: barrons.com/advisor/articl… Thanks to @ameystone and Ross Snell for including me. #JonathanOnMoney #Retirement @barronsadvisor

THIS TUESDAY! Join ParkBridge for our FINAL Winter webinar on "Retirement 2.0: Modern Planning Strategies for 2026" featuring, yours truly, Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management. RSVP/Info: us02web.zoom.us/webinar/regist… #JonathanOnMoney

Episode 152 of "Jonathan On Money" podcast dropped where I discuss "Annuity vs Lump Sum Payment, Does Your Yeshiva Have A Good 401(k) & My Best Purchase For Under $100." LISTEN: podcasts.apple.com/us/podcast/jon… OR open.spotify.com/show/4RtjMFg5e… WATCH: youtube.com/watch?v=5YFBiZ… #JonathanOnMoney

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss “Should You Merge Finances After Marriage? – Part 3” #JonathanOnMoney #ParkBridgeWealth #Investing

Today’s Practical Planning Tip(s) by ParkBridge Wealth Management will discuss “Should You Merge Finances After Marriage? – Part 2” #JonathanOnMoney #ParkBridgeWealth #Investing

This week in The Jewish Press I discuss "What Should My Son Do with His Bar Mitzvah Money?" This is a topic that many parents struggle with after celebrating a simcha. Hopefully this will serve as a helpful framework. Article: jewishpress.com/what-should-my… #JonathanOnMoney