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 for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” i
businessinvestingeducation
About the host
Unknown Host hosts Jonathan On Money, a business show with 166 episodes published.
Episode 166: Ultimate Advice For Recent Grads, Investing In Films, & Giving up a 2.75% Mortgage
Jun 24, 202619m
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:
Episode 165: IN FOCUS: How to Discharge IRS and NYS Tax Liens with Scott Kestenbaum and Jill Monoson (Kestenbaum & Mark)
Jun 17, 202628m
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 wh
Episode 164: Managing Bar Mitzvah Money, Are Backdoor Roth IRAs Immoral, Professionals That Are The Worst At Managing Money
Jun 10, 202625m
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:
Episode 163: IN FOCUS: Designing Resilient Estate Plans - Planning to Avoid Litigation with Asher Lowenstein (Lowenstein Legal)
Jun 3, 202631m
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 wh
Episode 162: Gambling, Gold, Advisory Fees, And Why Dividend Yields Are Falling
May 27, 202630m
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:
Episode 161: IN FOCUS: Hot Topics in State Tax Residency - Audit Enforcement and Wealth Taxes with Tim Noonan (Hodgson Russ)
May 20, 202629m
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
Episode 160: Ten Commandments For Retirement Readiness, Negotiating A Higher Salary, Scheduling Happiness, & Planning For Gvirim
May 13, 202627m
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:
Episode 159: IN FOCUS: Qualified Charitable Distributions: Rules, Opportunities, and Tax Traps with Lisa Presser and Brian Balduzzi (Faegre Drinker)
May 6, 202629m
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 FO
Episode 158: Affording The Five Towns, Inherited Real Estate, Dress To Impress, & High Returns Using ETFs
Apr 29, 202619m
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:
Episode 157: IN FOCUS: When the Family Is the Business - Why You Need a Real Partnership Agreement with Av Sinensky (Falcon Rappaport & Berkman)
Apr 22, 202657m
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 FO
Episode 156: Pesach Programs, Reinvesting Dividends, and Are Teachers Underpaid
Apr 15, 202624m
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:
Episode 155: IN FOCUS: Retirement 2.0 - Modern Planning Strategies for 2026
Apr 7, 202632m
Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, Jonathan will discuss Today, I di
Episode 154: The Seder & Investing, Retiring Into a Down Stock Market, Working With A $400 million Client
Mar 31, 202624m
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:
Episode 153: IN FOCUS: Highlights of the 2026 Heckerling Institute on Estate Planning with Kevin Matz (ArentFox Schiff)
Mar 25, 202659m
*** My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com *** Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN
Episode 152: Annuity vs Lump Sum Payment, Does Your Yeshiva Have A Good 401(k) & My Best Purchase For Under $100
Mar 18, 202628m
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:
Episode 151: IN FOCUS: How to Shift CRT Benefits to Children Under Today’s Tax Rules with Evan Unzelman (CRT Experts)
Mar 11, 202627m
*** My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com *** Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN
Episode 150: Tax Strategies For Irrevocable Trusts & Hidden Financial Lessons From The Megillah
Mar 4, 202620m
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:
Episode 149: Financial Advisors That Should Be Put In Cherem, Money Advice for Travis & Taylor, and Wyoming Holding LLC
Feb 25, 202626m
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:
Episode 148: IN FOCUS: Escape from New York - Tax & Estate Planning Considerations For Moving To Florida Or Israel with Boaz Feinberg and Lawrence Garbuz
Feb 18, 202654m
*** My FIRST Book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com *** Join Jonathan I. Shenkman , President & CIO of ParkBridge Wealth Management , as he goes “IN
Episode 147: How Much To Spend On A Chassan Watch, Tradeoffs, ROI of Baha Mar & All You Can Eat Buffets
Feb 11, 202625m
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:
How do I pitch Jonathan On Money as a podcast guest?
Jonathan On Money has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
Who is the host of Jonathan On Money?
Jonathan On Money is hosted by Unknown Host. The show is categorised under business (investing) and has published 166 episodes.
How many episodes does Jonathan On Money have?
Jonathan On Money has published 166 episodes.
What topics does Jonathan On Money cover?
Jonathan On Money regularly covers business, investing, education. It sits in the business category, with a investing focus.
Is it hard to get booked on Jonathan On Money?
Jonathan On Money is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Is Jonathan On Money currently accepting guest pitches?
Jonathan On Money hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
How long are Jonathan On Money episodes?
Episodes of Jonathan On Money average 31 minutes. a focused format where a clear narrative arc and tight preparation matter most.
What guest credentials does Jonathan On Money typically look for?
Our data rates Jonathan On Money's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 5 days ago.