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Jonathan On Money

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

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

PublishesWeeklyEpisodes165Founded3 years ago
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InvestingEducationSelf-ImprovementBusiness

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Artwork for Jonathan On Money

Latest Episodes

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we go IN FOCUS where we explore more advanced wealth planning topics.

Today, we are ... more

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: What Should My Son Do wi... more

YouTube

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we go IN FOCUS where we explore more advanced wealth planning topics.

Today,... more

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: Where Does Gambling Fit into My... more

YouTube

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Recent Guests

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
Elizabeth Forspan
Elder law attorney at Forspan Klear
Forspan Klear
Episode: Episode 146: IN FOCUS: Overcoming Estate and Elder Care Planning Hurdles with Elizabeth Forspan (Forspan Klear)

Host

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

Reviews

4.8 out of 5 stars from 26 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

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Talking Points

Recent interactions between the hosts and their guests.

Episode 132: The Financial Lesson From The Great Flood, Roth IRA Conversions In Retirement, & Chiddushim From Mother Teresa
Q: What do you think about funding a family foundation to save on taxes?
Tax avoidance through employer-directed funds is not legitimate and can be illegal; setting up a foundation requires careful compliance and costs, and in most cases it isn't worth the hassle or risk. Stick to compliant planning and consider charitable giving within established guidelines.
Episode 132: The Financial Lesson From The Great Flood, Roth IRA Conversions In Retirement, & Chiddushim From Mother Teresa
Q: Should I refinance my mortgage to free up cash for investing?
No, generally avoid taking on more debt to invest; the guaranteed return of paying down a mortgage usually beats uncertain investment returns. Focus on paying down debt and then invest excess capital gradually.
Episode 132: The Financial Lesson From The Great Flood, Roth IRA Conversions In Retirement, & Chiddushim From Mother Teresa
Q: I'm 70 years old with $2 million in IRAs. Should I convert $200K a year to Roth IRAs?
Conversions depend on your tax bracket, liquidity for taxes, time horizon, and goals for heirs. If you have ample cash to pay the taxes, expect a long horizon, and want tax-free growth and tax-free inheritance for heirs, it can be worthwhile, but it's not a should-at-all-costs decision; weigh current taxes against future benefits.
Episode 142: Trump Accounts, Marriage & Money, and The Next Recession
Q: What are these Trump accounts I've been hearing about?
They are framed as a hypothetical, tax-advantaged, government-backed saving vehicle with patterned features and strict withdrawal rules, presented as a controversial or controversial-sounding new program, followed by a straightforward explanation that the speaker is clarifying it is a hypothetical example rather than real policy. The host then walks through eligibility, contributions, investment choices, access rules, and tax treatment to illustrate how such an account would work in theory.
Episode 145: Investing In AI, Raising Money Smart Kids, and Investing In Israel vs. Palestine
Q: How to protect inheritance from long-term care costs?
Consider long-term care insurance or Medicaid planning via irrevocable trusts; moving to a country with socialized medicine can be a strategic option in some cases.

Audience Metrics

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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.

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These podcasts share a similar audience with Jonathan On Money:

1. Behind the Bima
2. Meaningful People
3. Inspiration for the Nation with Yaakov Langer
4. 18Forty Podcast
5. Jewish History Soundbites

How many episodes of Jonathan On Money are there?

Jonathan On Money launched 3 years ago and published 165 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Jonathan On Money?

Recent guests on Jonathan On Money include:

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

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