Jonathan On Money
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Podcast Overview
<p>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.</p><br><p>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.</p><br><p><br></p><p>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. <a href="https://www.kestrafinancial.com/disclosures" rel="noopener noreferrer" target="_blank">https://www.kestrafinancial.com/disclosures</a></p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Language
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Publishing Since
4/28/2023
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Recent Episodes
June 17, 2026
Episode 165: IN FOCUS: How to Discharge IRS and NYS Tax Liens with Scott Kestenbaum and Jill Monoson (Kestenbaum & Mark)
Host Jonathan I. Shenkman interviews Scott Kestenbaum and Jill Monoson on discharging IRS and NYS tax liens, offering practical guidance for resolving complex tax issues.
June 10, 2026
Episode 164: Managing Bar Mitzvah Money, Are Backdoor Roth IRAs Immoral, Professionals That Are The Worst At Managing Money
Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, discusses managing Bar Mitzvah money, backdoor Roth IRAs, and financial professionals' money management habits in this interview.
June 3, 2026
Episode 163: IN FOCUS: Designing Resilient Estate Plans - Planning to Avoid Litigation with Asher Lowenstein (Lowenstein Legal)
Jonathan I. Shenkman interviews Asher Lowenstein on designing resilient estate plans to proactively avoid costly litigation.
165 total episodes available with 36 transcripts
Recent guests on Jonathan On Money
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Scott Kestenbaum
Guest
Jill Monoson
Guest
Asher Lowenstein
Guest
Timothy Noonan
Guest
Evan Unzelman
Guest
Kevin Matz
Guest
Lawrence I Garbuz
Guest
Boaz Feinberg
Guest
Elizabeth Forspan
Guest
K Eli Akhavan
Guest
Jerry Rice
Guest
Jonathan I Shenkman
Guest
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- What is Jonathan On Money?
<p>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.</p><br><p>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.</p><br><p><br></p><p>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. <a href="https://www.kestrafinancial.com/disclosures" rel="noopener noreferrer" target="_blank">https://www.kestrafinancial.com/disclosures</a></p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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