5 • 781 Ratings
🗓️ 10 December 2024
⏱️ 72 minutes
🧾️ Download transcript
Financial expert Jonathan Shenkman shares practical insights on building and preserving wealth in 2025 and beyond.
Whether you're just starting out, approaching retirement, or simply want to refine your investment approach, this conversation is for you.
Email: [email protected]
To listen to his podcast: https://www.parkbridgewealth.com/podcasts
His article on how to lend $: https://tinyurl.com/How2Lend2Fam
You can find @JonathanOnMoney on all your fav social networks.
The book 'Psychology of Money' is on Amazon here: https://amzn.to/3ZIqxXH
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0:00.0 | There's a good chance you're going to end up losing your money if somebody's promising you or insisting they're going to get you an extremely high rate of return. |
0:06.4 | So just go in with eyes wide open. |
0:08.0 | You put your money into a real estate deal that some friend from Yeshiva said he's organizing in Texas. |
0:12.3 | They're going to give you 15, 20 percent return. |
0:14.0 | You probably won't get that money back. |
0:15.6 | That's the hot thing. |
0:17.1 | Midwest, raising money for a real estate deal, using a lot of leverage. This guy previously was |
0:21.8 | like teaching Gamara for second graders and now he's raising money for a deal. Or maybe he has |
0:25.9 | a good background, but those levels of return are not necessarily achievable, definitely not |
0:29.9 | consistently. In order to achieve your goals, what you need is slow and steady progress |
0:34.8 | in a long time horizon. Do you reach for a return, you're going to end up blowing yourself up. |
0:39.8 | Are you investing with a plan or just winging it? |
0:42.7 | A financial pro visited the Living Lechheim Studio to break down real strategies to protect |
0:47.5 | and grow your money from picking the right investments to avoiding classic pitfalls. |
0:51.8 | This is not just another get richick guide. It's the advice you |
0:56.2 | actually need for 2025 and beyond. It's our first investing episode in a while, and it's a must |
1:02.5 | listen. Being a Jew, awesome. Managing personal finances, not so awesome. Welcome to kosher money. |
1:13.8 | Okay, and here we go. Investing in 2025. We haven't done an investing episode. We're here with |
1:23.0 | The Man, the Myth, the Legend, Jonathan. Introduce yourself, tell us what you do day to day, and we'll get into |
1:29.0 | this list of questions that I think your answers will help a lot of people. Go ahead. |
1:34.2 | Sure. First of all, thank you so much for having me. Longtime listener, a big fan of the show. |
1:38.3 | So it's exciting to be here. I feel like I'm meeting a celebrity. That's my brother, Yacca. |
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