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Jonathan On Money

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

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

PublishesWeeklyEpisodes168Founded3 years ago
Number of ListenersCategories
BusinessEducationSelf-ImprovementInvesting

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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: America at 250: The Jew... more

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, Jon... more

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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: My talking points this ... more

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

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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

4.8 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

Chart Rankings

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

Apple Podcasts
#91
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Episode 122: Tariffs & Inequality, Marketing Tips, Trump/Putin Summit, and How to Panic Prudently
Q: What do you say to that? Let me take a drink first before I respond.
Responding with candor, the host emphasizes not stopping automated investing and cautions against leveraging luck into aggressive marketing or overconfident bets; maintain discipline and focus on proven, scalable strategies.
Episode 122: Tariffs & Inequality, Marketing Tips, Trump/Putin Summit, and How to Panic Prudently
Q: Next question, I moved half of my portfolio to cash in a money market account at the end of December; I started dollar cost averaging back a few weeks after Liberation Day, just as the market started to rebound. What should I do?
This is a humorous but pointed depiction of timing risk; the recommended approach is to avoid trying to time the market and stick with your dollar cost averaging schedule, since automation reduces emotional decisions and is a key to long-term success.
Episode 122: Tariffs & Inequality, Marketing Tips, Trump/Putin Summit, and How to Panic Prudently
Q: Next question, will tariffs increase inequality? (second occurrence)
Tariffs could affect wealth distribution, but the key driver is how individuals manage finances and investments; in general, the long-term trajectory of the economy has historically trended upward despite periodic volatility, assuming prudent, diversified strategies are kept in place.
Episode 122: Tariffs & Inequality, Marketing Tips, Trump/Putin Summit, and How to Panic Prudently
Q: Next question, will tariffs increase inequality?
Tariffs may impact both ends of the income spectrum, but the most important antidote is maintaining meritocracy and prudent financial management; while policymakers can influence unequal effects, disciplined investment and long-term growth tend to prevail, with high earners potentially affected differently depending on their exposure to tariffs and inflation.
Episode 122: Tariffs & Inequality, Marketing Tips, Trump/Putin Summit, and How to Panic Prudently
Q: I'm retiring this year or planning to. With the market shopping, I'm terrified about retiring and outliving my funds. Any strategy you recommend for contacts to have about $2.1 million in cash?
Consider a bond cushion or 'bond tent' to cover living expenses for a year or two, downsize to reduce required withdrawals, delay large purchases, and potentially continue working part-time to defer withdrawals; a diversified, properly structured plan can help reduce withdrawal risk and preserve your long-term goals.

Audience Metrics

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

Listeners per Episode
Gender Skew
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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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How many listeners does Jonathan On Money get?

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Which podcasts are similar to Jonathan On Money?

These podcasts share a similar audience with Jonathan On Money:

1. Meaningful People
2. Inspiration for the Nation with Yaakov Langer
3. 18Forty Podcast
4. Stories Of Hope With Tzipora Grodko
5. Behind the Bima

How many episodes of Jonathan On Money are there?

Jonathan On Money launched 3 years ago and published 168 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. 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.

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