How to Invest Wisely in 2026
Kosher Money
Living Lchaim
4.9 • 842 Ratings
🗓️ 10 December 2025
⏱️ 78 minutes
🧾️ Download transcript
Summary
We dive into one of the most important parts of personal finance: building wealth that actually lasts.
- Is it possible to grow wealth quickly?
- How can ordinary people invest wisely in 2026?
- What does it really mean to “pay yourself first”?
- Which investing mistakes do most people make?
To walk us through it, we sat down with Jonathan Shenkman, a financial adviser who has spent nearly two decades helping families take control of their money.
He explains how to set up savings that run automatically, how to choose the right investment accounts, and why keeping things simple often beats trying to outsmart the market.
We also talk about how to organize your accounts, communicate about money with your spouse, and spend in a way that feels both responsible and enjoyable.
It is a straightforward, practical conversation that gives real-world guidance (not advice, duh) on how to save, invest, and live with financial peace of mind, with God's help.
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Email Jonathan here: Jonathan@ParkBridgeWealth.com
His firm's site: https://www.parkbridgewealth.com
His previous KM episode: https://youtu.be/b_Wlgtb1D6Y
Get his new book on Amazon: https://amzn.to/4pNQTBR
Get his new book on his site: https://jonathanonmoney.com/
Get more @JonathanOnMoney here:
X: https://x.com/jonathanonmoney
Instagram: https://www.instagram.com/jonathanonmoney
YouTube: https://www.youtube.com/@JonathanOnMoney
LinkedIn: https://www.linkedin.com/in/shenkman
Newsletter: https://tinyurl.com/NewsltrJS
Webinars: https://tinyurl.com/WbnrsJS
Apple Podcasts: https://tinyurl.com/AppleJSpods
Spotify: https://tinyurl.com/SpotifyJS26
Articles Mentioned in Episode:
Target Date Funds: https://tinyurl.com/ForbesJS
Things VS. Experiences: https://tinyurl.com/JewishPressJS
Jonathan Clements’ final blog post: https://humbledollar.com/forum/farewell-friends/
✬ Helpful Efforts Out in the World ✬
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All investment strategies and investments involve risk of loss. Nothing contained in our content, ads and videos should be construed as investment or actual life advice.
Kosher Money is the bi-weekly podcast from Living Lchaim, hosted by Eli Langer.
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Transcript
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| 0:00.0 | You know, a big mistake that some people make, and I'm always blown away when I see this, but I probably shouldn't be surprised, is people think that just saving is enough. |
| 0:07.9 | You can't just save the money. It has to be invested the right way because inflation will eat away at your buying power. |
| 0:13.6 | The name of the game with investing, people think it's a common misconception that in order to be successful with investing is you need to achieve the highest possible returns. |
| 0:21.5 | That is wrong. |
| 0:22.5 | You need the equivalent of singles and doubles somewhat consistently in order to achieve your goals. |
| 0:28.3 | Survivorship buyers. |
| 0:29.1 | People love to share the winners, the people that have winning businesses and took a lot of risk, |
| 0:33.5 | but no one mentions all the losers that they have. |
| 0:35.7 | You don't need anything special to be successful |
| 0:37.9 | investing. What you need to do is you need to stick to plain vanilla investments. You need to stick |
| 0:42.1 | with it over the long term and you need to ignore the noise. That's it. And if you're able to do that |
| 0:47.1 | and stay consistent with that, you'll do very, very well financially. What is the most important |
| 0:52.6 | money move you're going to make in the new year, 2026? |
| 0:57.0 | The most important thing in what I do every single year at the beginning of the year in January is when Jonathan Shankman joined us in 2024, his episode went absolutely viral. |
| 1:07.1 | His words have shaped the way so many of you think about saving, investing, and with God's help, creating success. |
| 1:13.4 | A year later, the world feels a bit different. |
| 1:16.2 | Markets have shifted, priorities may have evolved, and wisdom like his feels even more valuable than it did a year ago. |
| 1:23.7 | So he's back in the Living Lechheim studio. |
| 1:26.1 | He's clear. |
| 1:26.9 | He's thoughtful and laser focused on what matters in 2026. |
| 1:32.0 | This conversation you're about to listen to is practical, grounded, and full of golden money nuggets. |
| 1:38.9 | I'm Ellie Langer and welcome to kosher money. |
... |
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