In this episode, financial expert Jonathan Shenkman, President and Chief Investment Officer of Parkbridge Wealth Management, shares practical insights on building and preserving wealth in 2025 and beyond.
Whether you’re just starting out in your 20s, approaching retirement, or simply want to refine your investment approach, this conversation is for you.
To reach Jonathan, email Jonathan@ParkBridgeWealth.com
To listen to Jonathan’s podcast, visit https://www.parkbridgewealth.com/podcasts or search “Jonathan on Money” on your favorite streaming platform.
You can find @JonathanOnMoney on [WordFiltered] (https://www.[WordFiltered].com/jonathanonmoney/) and all your fav social networks.
Here’s his article on how to lend $$$ to family & friends: https://tinyurl.com/How2Lend2Fam
The book ‘Psychology of Money’ is on Amazon here: https://amzn.to/3ZIqxXH
TIMESTAMPS:
00:00 Intro
01:13 Who is Jonathan Shenkman?
03:06 The Most Important Question With Investing
06:49 Investing at Different Stages of Life
12:23 The Growth of Money Market Mutual Funds
13:42 Colel Chabad
14:53 What is an Expense Ratio?
18:24 The Risks of High-Yield Saving Accounts
22:23 How to Not Lose the Money You Invested
26:48 The Breakdown Between Stocks and Bonds
31:40 You Need to Be Able to Take Calculated Risks
36:29 The Donors’ Fund
38:39 Having Money All Over the Place
39:35 Risk and Return are Linked
42:52 Bitcoin Is Not a Currency
43:54 Investments and Tariffs
45:35 Changing Your Portfolio With the New President
48:40 The Importance of Having a Financial Advisor
49:27 The Market in 2020
53:16 Twillory
54:28 Automation is Amazing
55:40 Predicting the Market
58:26 How to Be Proactive in 2025 Under Trump
1:03:59 Paying Off Debt
1:06:44 Where to Reach Jonathan
1:07:45 Find Info From Reliable Sources
1:10:07 Outro
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