Rephonic
Artwork for Jonathan On Money

Jonathan On Money

Jonathan On Money
Estate Planning
Tax Planning
Investing
Retirement Planning
Personal Finance
Generation Skipping Transfer Tax
Florida
Asset Protection
New York
Investment Strategies
Trust Planning
Medicaid
Domicile
Parkbridge Wealth Management
Charitable Giving
Wealth Management
Politics
Tax Considerations
Trusts and Estates
Homestead Exemption

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

PublishesWeeklyEpisodes172Founded3 years ago
Number of ListenersCategories
InvestingBusinessEducationSelf-Improvement

Listen to this Podcast

Artwork for Jonathan On Money

Latest Episodes

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: Can AI Really Answer All Your Fin... more

YouTube

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: When Everyone Depends ... more

YouTube

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: Are Prenuptial Agreeme... more

YouTube

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: Nine Days, Nine Lessons... more

YouTube

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Kosher Money
Kosher MoneyLiving Lchaim
The Long View
The Long ViewMorningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist
Meaningful People
Meaningful PeopleMeaningful Minute

Recent Guests

Asher Lowenstein
Founder of Lowenstein Legal
Lowenstein Legal
Episode: Episode 163: IN FOCUS: Designing Resilient Estate Plans - Planning to Avoid Litigation with Asher Lowenstein (Lowenstein Legal)
Timothy Noonan
Attorney at Hodgson Russ
Hodgson Russ
Episode: Episode 161: IN FOCUS: Hot Topics in State Tax Residency - Audit Enforcement and Wealth Taxes with Tim Noonan (Hodgson Russ)
Lisa Presser
Attorney from Faegre Drinker Biddle & Reath
Faegre Drinker Biddle & Reath
Episode: Episode 159: IN FOCUS: Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps with Lisa Presser and Brian Balduzzi (Faegre Drinker)
Brian Balduzzi
Attorney from Faegre Drinker Biddle & Reath
Faegre Drinker Biddle & Reath
Episode: Episode 159: IN FOCUS: Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps with Lisa Presser and Brian Balduzzi (Faegre Drinker)
Av Sinensky
Partner at Falcon Rappaport & Berkman LLP
Falcon Rappaport & Berkman LLP
Episode: Episode 157: IN FOCUS: When the Family Is the Business - Why You Need a Real Partnership Agreement with Av Sinensky (Falcon Rappaport & Berkman)
Kevin Matz
Attorney, ArentFox Schiff LLP
ArentFox Schiff LLP
Episode: Episode 153: IN FOCUS: Highlights of the 2026 Heckerling Institute on Estate Planning with Kevin Matz (ArentFox Schiff)
Evan Unzelman
Founder/CEO of CRT Experts, LLC
CRT Experts, LLC
Episode: Episode 151: IN FOCUS: How to Shift CRT Benefits to Children Under Today’s Tax Rules with Evan Unzelman (CRT Experts)
Boaz Feinberg
Partner at Arnon Tadmor-Levy (Tel Aviv)
Arnon Tadmor-Levy
Episode: Episode 148: IN FOCUS: Escape from New York - Tax & Estate Planning Considerations For Moving To Florida Or Israel with Boaz Feinberg and Lawrence Garbuz
Lawrence Garbuz
Partner at Lewis and Garbuz (New York and Florida)
Lewis and Garbuz
Episode: Episode 148: IN FOCUS: Escape from New York - Tax & Estate Planning Considerations For Moving To Florida Or Israel with Boaz Feinberg and Lawrence Garbuz

Host

Jonathan I. Shenkman
Host of Jonathan On Money, President & Chief Investment Officer at ParkBridge Wealth Management

Reviews

4.9 out of 5 stars from 28 ratings
  • No nonsense

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

    Apple Podcasts
    5
    drdube
    United States3 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.

A dependable source for personal finance with practical guidance
Strong balance of technical depth and real-world storytelling
Clear, no-fluff insights that cut to the chase
Consistent focus on values-driven wealth planning

Chart Rankings

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

Apple Podcasts
#211
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Episode 169: Nine Days-Nine Lessons, Single Stock ETFs, & Multiple Retirement Plan Rules
Q: Two LLCs, one with employees and one without—could the SEP be used for both, or is this a trap?
If the two LLCs are a controlled group, all employees must be treated as employed by one employer for SEP purposes, and Form 5305SEP adoption would apply across the group. The plan would risk discrimination if not properly administered, so professional guidance and a qualified retirement plan administrator should be consulted to ensure compliance.
Episode 169: Nine Days-Nine Lessons, Single Stock ETFs, & Multiple Retirement Plan Rules
Q: Should I move Schwab funds to Fidelity to avoid higher ongoing fees?
Fee minimization alone is not the key driver of good planning; cross-platform moves can incur taxes and other costs that may erase any tiny savings. The advisor suggests sticking with reasonably priced funds rather than chasing the lowest fee, as long-term results are usually similar across broadly diversified options.
Episode 169: Nine Days-Nine Lessons, Single Stock ETFs, & Multiple Retirement Plan Rules
Q: When should I retire? I'm 63 and financially independent, but I'm not sure what I'd do with more free time.
If you find you enjoy some level of work, continuing part-time can preserve purpose, structure, and social engagement while reducing financial pressure. Retirement as a fixed milestone is becoming less practical for many, and gradual transition with meaningful activities and responsibilities often yields better long-term well-being than abrupt withdrawal.
Episode 169: Nine Days-Nine Lessons, Single Stock ETFs, & Multiple Retirement Plan Rules
Q: Any thoughts on single stock ETFs?
Single stock ETFs are high-risk, high-cost vehicles designed for short-term, speculative trading rather than long-term investing. They track a single underlying stock and are often leveraged or inverse, with daily rebalancing that can diverge significantly from the stock's longer-term performance. They're generally unsuitable for most investors unless there's a documented multi-year return history and a clear risk tolerance and strategy.
Episode 169: Nine Days-Nine Lessons, Single Stock ETFs, & Multiple Retirement Plan Rules
Q: I rolled over my old 401k seven or eight years ago to my financial advisor. Because of this, I could no longer do backdoor Roth contributions due to the pro rata rule. What is this? And should I be upset about this?
The pro rata rule requires any conversion from a traditional IRA to a Roth IRA to reflect the overall pre-tax and after-tax balance across all traditional IRAs. If your funds are in a 401k, you're insulated from this rule, which means you still can do Roth contributions via workplace options rather than converting from a traditional IRA. The trade-off is manageable: you can either consolidate into an IRA (with potential tax consequences) or contribute through employer plans if available. It's not a crisis, but the choice depends on your priorities for tax diversification and investment flexibility.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Jonathan On Money

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

This program focuses on practical personal finance with a strong emphasis on estate planning, taxes, cross-border planning, and wealth management through a Jewish life lens. Episodes frequently feature finance professionals, attorneys, and tax experts who translate complex rules into actionable strategies for high-net-worth individuals, families, and practitioners alike. Listeners typically seek disciplined planning, tax efficiency, and guidance on blending financial goals with values, philanthropy, and family governance. A notable strength is the consistent bridging of technical topics with real-world scenarios, guest expertise, and actionable takeaways, making it useful for both affluent listeners and professionals serving them.

Where can I find podcast stats for Jonathan On Money?

Rephonic provides a wide range of podcast stats for Jonathan On Money. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Jonathan On Money and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Jonathan On Money get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Jonathan On Money, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Jonathan On Money?

Rephonic provides comprehensive predictive audience data for Jonathan On Money, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Jonathan On Money have?

To see how many followers or subscribers Jonathan On Money has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Jonathan On Money?

These podcasts share a similar audience with Jonathan On Money:

1. Kosher Money
2. The Long View
3. Inspiration for the Nation with Yaakov Langer
4. Meaningful People
5. Ramsey Everyday Millionaires

How many episodes of Jonathan On Money are there?

Jonathan On Money launched 3 years ago and published 172 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Jonathan On Money?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Jonathan On Money?

Rephonic pulls ratings and reviews for Jonathan On Money from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Jonathan On Money?

Rephonic provides full transcripts for episodes of Jonathan On Money. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Jonathan On Money?

Recent guests on Jonathan On Money include:

1. Asher Lowenstein
2. Timothy Noonan
3. Lisa Presser
4. Brian Balduzzi
5. Av Sinensky
6. Kevin Matz
7. Evan Unzelman
8. Boaz Feinberg

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days