ParkBridge Investor Insights: Spending Money On Things Vs. Experiences

Happy September!

Welcome to the?ParkBridge?Wealth Management monthly newsletter.?

In this month’s newsletter I cover a wide range of topics including: Spending money on things vs experiences, the pursuit of perfection, planning a wedding when families disagree, human advisors vs robo advisors, and more.

Scroll down to:

• READ my recent articles
• WATCH my recent webinars
• SIGN-UP for my upcoming LIVE webinars
• SUBSCRIBE to my weekly podcast
• CHECK-OUT additional educational content

Questions, comments, or looking for advice, reach out via e-mail:?[email protected]

Have a great month!

Sincerely,

Jonathan

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Jonathan I. Shenkman, AIF?

President | Chief?Investment?Officer

ParkBridge?Wealth Management?

7600 Jericho Turnpike, Suite 302 | Woodbury, NY 11797

P: (201) 575-6275 |?[email protected]

Follow on:?Instagram?|?X?|?YouTube?|?LinkedIn?|?ParkBridge?Blog?????

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READ my recent articles/quotes (to read click on the link):

• Forbes: How Perfection Will Derail Your Retirement ?
• The Jewish Press: Spending Money On Things Vs. Experiences ?
• The Jewish Press: Paying For A Wedding: When Machatanim Disagree ??
• The Jewish Press: Money Lessons From The XXXIII Olympiads: Trust The Process

Check out ALL of my past articles here:?https://www.ParkBridgeWealth.com/articles

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WATCH (or read) my recent webinars:

9/19/2024: “Generation-Skipping Transfer Tax Tricks and Traps” featuring Bruce D. Steiner, Esq., Of Counsel, Kleinberg Kaplan, Wolff & Cohen, P.C. Watch Video or Read Transcript ?

9/10/2024: “Going to the Sunshine State? Considerations in Florida Planning” featuring Adina Lewis, Esq. and Lawrence Garbuz, Esq. at Lewis and Garbuz, P.C. Watch Video or Read Transcript ?

9/10/2024: “Charitable Giving: Timely Strategies and Considerations Under Jewish Law" featuring Elizabeth Forspan, Esq., Forspan Klear LLP, Rabbi Daniel Z. Feldman, Yeshiva University, and Alan Secter, Yeshiva University. Watch Video or Read Transcript ??

9/10/2024: “Tax Planning for U.S. Citizens and Residents who Own Assets or Have Descendants in Israel (in-depth)” featuring Avi Z. Kestenbaum, Esq. Meltzer, Lippe, Goldstein & Breitstone, LLP Watch Video or Read Transcript

Never miss a webinar by SUBSCRIBING to my YouTube channel:?https://www.youtube.com/@JonathanOnMoney

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SIGN-UP for my upcoming FALL webinars (to register click on the link):

ParkBridge FALL Webinar # 2:?10/15/2024 @ 8:30am on “International Estate Planning? - Traps for the Unwary”?featuring K. Eli Akhavan, Esq. Partner, Grant, Herrmann, Schwartz & Klinger LLP. Register here: https://us02web.zoom.us/webinar/register/WN_acbI7_omRKuQt7oNUrTjKw

ParkBridge FALL Webinar # 3:?10/31/2024 @ 8:30am on?“To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors” featuring Krista M. Fenske, Esq., Cole Schotz P.C. Register here: https://us02web.zoom.us/webinar/register/WN_AF64ll5nQSetJ3y3UpVgww

ParkBridge FALL Webinar # 4:?11/14/2024 @ 8:30am on?“Fundamentals of SSI, SSDI, Medicaid and Medicare Eligibility”?featuring Amy C. O’Hara, Esq., CELA, Partner, Littman Krooks LLP. Register here: https://us02web.zoom.us/webinar/register/WN_7GX0Pk0dSJqer9yyRl1Ryw

ParkBridge FALL Webinar # 5:?11/26/2024 @ 8:30am on?“Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End”?featuring Jonathan I. Shenkman, AIF?, President & CIO, ParkBridge Wealth Management. Register here: https://us02web.zoom.us/webinar/register/WN_J1HPzyczQG6YIJen2Vvgvg

ParkBridge FALL Webinar # 6:?12/12/2024 @ 8:30am on “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?”?featuring Boaz Feinberg, Partner, Arnon Tadmor-Levy. Register here: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw

Want to be notified of ALL my upcoming webinars? SIGN-UP for my webinar distribution list here:?https://www.ParkBridgeWealth.com/webinars

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Podcast: SUBSCRIBE to the “Jonathan On Money” podcast by clicking on link:?Apple Podcasts,?Spotify,?or?Listen on my website

Description: “Jonathan On Money” explores various timely topics in the field of personal finance and its intersection with Jewish life. Recent Episodes include:

Episode 74: IN FOCUS: “Estate Planning If You have Assets/Heirs In Israel"

Episode 73: Human Financial Advisor vs. Robo Advisor

Episode 72: Paying For A Wedding When Machatanim Disagree

Episode 71: Strategies For Getting Laid Off Before You’re Ready To Retire

Episode 70: Money Lessons From The Olympics