Kosher Money

How to Invest Wisely in 2026

9 snips
Dec 10, 2025
Guest
Jonathan Shenkman
Jonathan Shenkman, a seasoned financial adviser and founder of Parkbridge Wealth Management, shares his wealth-building insights. He emphasizes the importance of paying yourself first and automating savings for seamless financial growth. Shenkman advises on how to avoid common investment mistakes and highlights the value of starting small but consistently. He also discusses effective household financial communication and explains the benefits of diversified investments over individual stocks. Listeners gain practical tips on managing accounts and planning for long-term financial success.
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ANECDOTE

Early Career Frugality Helped Saving

  • Jonathan remembers living cheaply early in his career to free cash flow for savings.
  • Low expenses then made it easier to save despite low income.
ADVICE

Consolidate Retirement Accounts

  • Consolidate old IRAs and 401(k)s to one platform for easier tracking and proper investing.
  • Rolling accounts simplifies management and helps ensure money is invested appropriately.
ADVICE

Diversify Broadly, Use Funds

  • Diversify across sizes, regions, and asset classes rather than chasing highest returns.
  • Use ETFs and mutual funds to get broad exposure and avoid single-stock risk.
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