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.
👉 ✬ SPONSORS OF EPISODE 104 ✬
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*****
• You can email Jonathan here:
Jonathan@ParkBridgeWealth.com
• Here's his firm's site:
https://www.parkbridgewealth.com
• Previous Kosher Money episode with Jonathan:
https://youtu.be/b_Wlgtb1D6Y
• Get Jonathan’s 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
• Spending on Things VS. Experiences:
https://tinyurl.com/JewishPressJS
• Jonathan Clements’ final blog post:
https://humbledollar.com/forum/farewell-friends/
✬ Helpful Efforts Out in the World ✬
• Kosher Debt Help offers people honest, agenda-free guidance for Jewish families struggling with debt. Get an assessment and personalized direction at
https://www.kosherdebthelp.com
• Get a free Jewish financial coach from the OU:
https://livingsmarterjewish.org/
• Kosher ADHD helps Jewish families and educators better understand and thrive with ADHD through practical guidance and compassionate support. Learn more at
https://kosher-adhd.com or order their book at
https://kodeshpress.com using code ADHD25 for 25% off.
The BRAND NEW Living Lchaim website:
https://www.livinglchaim.com/
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