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Jonathan On Money

Jonathan On Money
Estate Planning
Generation Skipping Transfer Tax
Investment Strategies
Florida
Tax Planning
New York
Domicile
Tax Considerations
Trusts and Estates
Asset Protection
Homestead Exemption
Medicaid
Trust Planning
Wealth Management
Politics
Financial Planning
GST Exemption
Charitable Giving
Wealth Building
Estate Tax

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 f... more

PublishesWeeklyEpisodes138Founded3 years ago
Number of ListenersCategories
BusinessSelf-ImprovementEducationInvesting

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Latest Episodes

***My NEW Book*** I’m thrilled to announce the launch of my very first book: “D is for Diversification: The ABCs of Personal Finance.” Available on AMAZON or at www.JonathanOnMoney.com — just in time for the holiday season! Your support means the wor... more

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 Amy O'Hara, Esq. CELA®, Partner at Littman Krooks based in Westchester, NY... more

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: Should I Invest in My Friend’s ... more

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 Avi Z. Kestenbaum , Esq. LL.M, Partner, Meltzer, Lippe, Goldstein & Breitst... more

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Recent Guests

Krista M. Fenske
Trust and Estates Attorney at Cole Schotz with a focus on estate trust and gift tax planning.
Cole Schotz
Episode: Episode 84: IN FOCUS: To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors
Bruce Steiner
Of Counsel at Kleinberg Kaplan, Wolff & Cohen, with over 40 years of experience in taxation, estate, and trust administration.
Kleinberg Kaplan, Wolff & Cohen
Episode: Episode 80: IN FOCUS: "Generation-Skipping Transfer Tax Tricks and Traps”
Avi Kestenbaum
Partner at Meltzer Lippe, co-chair of trust and estates practice group
Meltzer Lippe
Episode: Episode 74: IN FOCUS: “Estate Planning If You have Assets/Heirs In Israel"

Host

Jonathan I. Shenkman
Host focused on personal finance and investment strategies, bringing insights from his role as President & Chief Investment Officer of ParkBridge Wealth Management.

Reviews

4.8 out of 5 stars from 20 ratings
  • No nonsense

    The straightforward, honest, no fluff content is what we all need! bravo!

    Apple Podcasts
    5
    drdube
    United States2 years ago
  • The best personal finance podcast!

    It’s the only one I listen too!

    Apple Podcasts
    5
    Rachel Liz Belle
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The content is recognized for its focus on integrating Jewish values with personal finance, which appeals to a niche audience in the finance community.
Listeners appreciate the straightforward and actionable financial advice provided.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#51
Colombia/Business/Investing
Apple Podcasts
#235
Colombia/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 72: Paying For A Wedding When Machatanim Disagree
Q: Based on your investment philosophy, what return assumptions do you shoot for?
Typical return assumptions range from 6-9% depending on risk tolerance and investment horizon.
Episode 72: Paying For A Wedding When Machatanim Disagree
Q: Does it make sense for my mom to claim her social security on her late husband's benefit?
Yes, survivor benefits can start at age 60, and she can opt to claim them while letting her own benefits grow until age 70.
Episode 72: Paying For A Wedding When Machatanim Disagree
Q: What are the pros and cons of having guaranteed income in retirement?
The pros include the ability to take more risk with other parts of your portfolio, while the cons could involve diminishing returns on funds that could have been invested elsewhere.
Episode 72: Paying For A Wedding When Machatanim Disagree
Q: Is there anything that gives you a sense of hope during these scary times?
The market doesn't care who's in the White House; what matters is the continued innovation and progress by ordinary Americans driving economic growth.
Episode 77: A Time For Spiritual & Financial Introspection
Q: If the head of BlackRock seems very pro Bitcoin, don't you think that makes it an attractive investment?
Do not base investments on what executives say, as they are promoting their products, not acting as fiduciaries.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About Jonathan On Money

What is Jonathan On Money about and what kind of topics does it cover?

Focused on personal finance through the lens of Jewish life, the content frequently addresses a range of timely financial topics including investing, estate planning, tax strategies, and behavioral finance. Each episode aims to provide listeners with actionable insights and practical advice, making it particularly relevant for both individual investors and professionals in the wealth management sector. Unique to this content is the incorporation of Jewish values and perspectives into financial discussions, offering a fresh approach to traditional investment themes.

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Which podcasts are similar to Jonathan On Money?

These podcasts share a similar audience with Jonathan On Money:

1. Kosher Money
2. Inspiration for the Nation with Yaakov Langer
3. Meaningful People
4. Stories Of Hope With Tzipora Grodko
5. Call Me Back - with Dan Senor

How many episodes of Jonathan On Money are there?

Jonathan On Money launched 3 years ago and published 138 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Jonathan On Money?

Recent guests on Jonathan On Money include:

1. Krista M. Fenske
2. Bruce Steiner
3. Avi Kestenbaum

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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