Fees and Account Transfer Practicalities

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.

► THE BUSINESS ORGANIZER – Feeling stuck in your own business? You're not alone. Sruly Schonfeld helps overwhelmed entrepreneurs get unstuck. Whether you speak English or Yiddish, he's reportedly phenomenal. Visit ⁠https://SrulySchonfeld.com to learn more. Email ⁠Info@SrulySchonfeld.com or call 347-939-9959 for your business therapist. You can also WhatsApp Sruly here: ⁠https://wa.link/rk1grx

⁠► TWILLORY – Premium menswear that works hard and looks even better. Grab year-end deals and bundled savings at https://Twillory.com/KosherMoney

► BITBEAN – Turn your business ideas into custom software that scales. Learn more: https://bitbean.link/4edg53

► COLEL CHABAD – Supporting families in Israel since 1788. Give today and make a real difference: https://ColelChabad.org/KosherMoney

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 ✬

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.

BRAND NEW Living Lchaim site: ⁠https://www.livinglchaim.com/⁠

Support Kosher Money's production: ⁠https://www.livinglchaim.com/donate⁠

Follow us for awesome, short clips:TikTok: @koshermoneypodInstagram: @koshermoneypod

Call-in-to-listen Hotline:USA: 605-477-2100 | UK: 0333-366-0154 | Israel: 079-579-5088

WhatsApp feedback: +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 #KM