How to Invest Wisely in 2026
Kosher Money
Sequence-of-Returns Risk Near Retirement
Jonathan discusses cash cushions, target-date funds, Social Security timing, and protecting retirees from market drawdowns.
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.
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