How to Invest Wisely in 2025

In this episode, financial expert Jonathan Shenkman, President and Chief Investment Officer of Parkbridge Wealth Management, shares practical insights on building and preserving wealth in 2025 and beyond. Whether you're just starting out in your 20s, approaching retirement, or simply want to refine your investment approach, this conversation is for you. To reach Jonathan, email Jonathan@ParkBridgeWealth.com To listen to Jonathan's podcast, visit https://www.parkbridgewealth.com/podcasts or search "Jonathan on Money" on your favorite streaming platform. You can find @JonathanOnMoney on Instagram (https://www.instagram.com/jonathanonmoney/) and all your fav social networks. Here's his article on how to lend $$$ to family & friends: https://tinyurl.com/How2Lend2Fam The book 'Psychology of Money' is on Amazon here: https://amzn.to/3ZIqxXH ✬ SPONSORS OF EPISODE 83 ✬ ► TWILLORY: Get $18 OFF your first purchase of absolutely comfortable clothing for today's casual professional look. Use code CHAI at https://Twillory.com/KosherMoney ► THE DONOR'S FUND: More people are using this banklike system for charity. With a sleek mobile app or desktop solution, you can keep all your charity giving in a single place, plus there are about a dozen additional perks. Get a free account here: https://thedonorsfund.org/koshermoney ► COLEL CHABAD: Please help Israel as its people need all the help they can get! Visit https://www.ColelChabad.org/KosherMoney to make a much-needed donation! Visit https://www.Nashi.net for tickets! TIMESTAMPS: 00:00 Intro 01:13 Who is Jonathan Shenkman? 03:06 The Most Important Question With Investing 06:49 Investing at Different Stages of Life 12:23 The Growth of Money Market Mutual Funds 13:42 Colel Chabad 14:53 What is an Expense Ratio? 18:24 The Risks of High-Yield Saving Accounts 22:23 How to Not Lose the Money You Invested 26:48 The Breakdown Between Stocks and Bonds 31:40 You Need to Be Able to Take Calculated Risks 36:29 The Donors' Fund 38:39 Having Money All Over the Place 39:35 Risk and Return are Linked 42:52 Bitcoin Is Not a Currency 43:54 Investments and Tariffs 45:35 Changing Your Portfolio With the New President 48:40 The Importance of Having a Financial Advisor 49:27 The Market in 2020 53:16 Twillory 54:28 Automation is Amazing 55:40 Predicting the Market 58:26 How to Be Proactive in 2025 Under Trump 1:03:59 Paying Off Debt 1:06:44 Where to Reach Jonathan 1:07:45 Find Info From Reliable Sources 1:10:07 Outro ✬ Donate and Inspire Millions (Tax-Deductible): Your donation of any size to Living Lchaim enables us to share uplifting & insightful content! » https://www.livinglchaim.com/donate Follow Kosher Money for Bonus Shorts: TikTok - https://www.tiktok.com/@koshermoneypod Instagram - https://www.instagram.com/koshermoneypod Follow Living Lchaim for More Goodies: TikTok - https://www.tiktok.com/@livinglchaim Instagram - https://www.instagram.com/livinglchaim/ Facebook - https://www.facebook.com/livinglchaim LinkedIn - https://www.linkedin.com/company/living-lchaim Free Call-In-To-Listen Hotline: USA: 605-477-2100 UK: 0333-366-0154 ISRAEL: 079-579-5088 Need financial guidance? Get help from our friends at https://LivingSmarterJewish.org/ WhatsApp feedback to 1-914-222-5513 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. #KosherMoneyPod #Investing #JewishWisdom #FinancialFuture #KosherMoney