Podcast 170: Trump Accounts, Prenups, & Economic Challenges Facing Our Youth

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 Agreements Necessary When a Couple Has Disparate Levels of Wealth? 2. This week’s quote is from Jason Zweig on chasing performance. 3. Can a trustee be removed for poor investment returns in a trust where I am the beneficiary? 4. Is an UTMA account truly tax advantaged, or is that a misconception? 5. I am heavily concentrated in tech stocks at age 67 and nearing retirement. When should I diversify, into what, and how should I think about taxes? 6. Are young people today facing uniquely difficult economic conditions, and what advice would you give them for getting ahead? 7. My siblings and I inherited a multifamily property in Brooklyn, but I do not want to co own real estate with them. They want to keep the property. How should I handle this situation? 8. Timely & Actionable Idea: All you need to know about Trump Accounts **Upcoming Live FALL Webinar: Get notified of upcoming LIVE webinars by signing up for my webinar distribution list here: https://www.parkbridgewealth.com/webi... **My FIRST book: D is for Diversification: The ABCs of Personal Finance available on Amazon or at www.JonathanOnMoney.com** Stay connected: 1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com 2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/news... 3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webi... 4) WATCH my daily financial planning videos @JonathanOnMoney: Instagram | X | YouTube | LinkedIn