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: Retirement Planning Considerations Beyond Your Portfolio 2.   Our quote this week is from Charlie Munger on simplicity.     3.   I’ve been told that holding a 2x or 3x leveraged fund doesn’t compound the way most investors would expect. Why note? 4.   I'm 39 and make about a million a year. I’m short on cash, but most of my assets are in real estate and race horses? I have a very small amount in my 401k and brokerage, which are liquid. Should I take money from my 401k, brokerage, or take out a HELOC? 5.   What are your thoughts on investing in private assets in publicly traded ETFs? 6.   I received a $2 million one time payout. Am I set for life or do I still need to work? 7.   Do you ever have a family meeting about your finances? 8.   Timely & Actionable Idea: Preserving multigenerational family values  ***UPCOMING LIVE FALL WEBINAR: On October 30th @ 8:30am on “State Income Taxation Of Trusts” featuring Andrew S. Katzenberg, Partner at ArentFox Schiff LLP based in New York City and Baltimore. SIGN UP HERE: https://us02web.zoom.us/webinar/register/WN_BG8dddBtTxKFPYzqqqxFrw*** Stay connected:1) Questions? Comments? Reach out to [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter 3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.

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