Kosher Money

How to Invest Wisely in 2026

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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ADVICE

Automate Paying Yourself First

  • Pay yourself first by automatically moving money into retirement at the start of the year.
  • Automate contributions to other goals so you don't see or spend the cash.
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.
INSIGHT

Cash Loses Value Over Time

  • Saving alone isn't enough because inflation erodes cash buying power over decades.
  • Invest retirement savings in the market so they can outpace inflation.
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