We dive into one of the most important parts of personal finance: building wealth that actually lasts. • Is it possible to grow wealth …
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We dive into one of the most important parts of personal finance: building wealth that actually lasts. • Is it possible to grow wealth …
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28 comments
First of all, I really appreciate you bringing people on and creating these conversations around money and investing. I’ve always admired how, in the Jewish community, there’s such a strong emphasis on being intentional, thoughtful, and strategic when it comes to money and long-term decisions. That mindset really shows in the way you guys talk about finances.
I didn’t grow up having the same types of financial conversations, but I’m very motivated to build that way of thinking for myself. I want to learn how to invest for my future and develop a smarter, more long-term relationship with money
Every time I watch your videos, I genuinely learn something new, and it’s made me think differently about money and investing.
Great video!
Wow. Jonathan is incredibly knowledgeable – he shared some great advice on this podcast. I actually reached out to him, and we had a productive conversation. I find him very pleasant and no pressure. Thanks for introducing him to the wider audience.
Wedding expenses in our community should be capped by custom. A wedding is like fireworks, one pop and it’s over. Save all that capital for buying a home, starting a busines, higher education, tuition, etc.
Why is no one talking about Yeshiva tuition
3 ETF portfolio; $VOO, $SCHD,$SCHG
Will get you safely to your goal.
So informative!! Thanks for a great episode!
So informative!! Thanks for a great episode!
You are most correct – I've done just that using Canadian bank shares..
Buy – hold and compounding the dividends…😅
It started very good, I though about hiring this person, but it got very angry. Everything is bad, everything dangerous, run and hide. Don't like this approach.
HAG SAMEACH!
Thank you so much for this wonderful episode, and really all of the episodes. I always learn something new! Just to clarify something. One thing to clarify regarding UTMA/UGMAs, once the child becomes an adult, they can use it on whatever they want (e.g. weddings, gifts, whatever they want) it's only when they are a child that it can only be used for the child's benefit, so the Bar Mitzvah is debatable, but you can certainly use it for yeshivatuition, camp etc. There are two huge downsides to an UTMA/UGMA: (1) college financial aid applications expect all of the UTMA to be applied to college tuition over four years and (2) if your child is not the right person to have a large amount of money, you cannot stop them from spending it incorrectly (e.g. a child with a mental health disorder). My personal recommendation is to set up a brokerage account as Jonathan suggests and use an ACAT transfer to transfer it to your adult child without triggering capital gains.
Wow! Cant wait for my kid to read this money book and learn all of Jonathan’s investing tips !
Excellent podcast.
Great Job Kosher MONEY and JONATHAN. Job well done!
This is a really good interview. I know you know a lot about finances but you ask really good questions that allow for simple explanations.
Excellent interview
New listener here, wow, what an amazing channel. This is an amazing episode! I am late to investing at 50, but I am taking notes!!! Thank you!
@eli be careful…..try to treat the kids equally it can mess things up later in the family!
Can you roll over the UTMA to a roth ira?
Wonderful episode as always!
Bitcoin opened my eyes to investing
I use my day job to buy income. If it doesn’t increase my income I don’t want it. If I have hard times I turn off drip. l have my monthly income for loving expenses and use quarterly income to go on vacations. I’ll retire at 45, treating my current job as my “retirement job” the less I care the easier more fun it is lol
Very interesting. Thank you!
Not enough ppl like this guy encouraging younger generations to get going investing in just mutual funds and set and forget approach
I've been retired for 6 years with a $130K annuity and $150K left in my 401(k). I'm considering a 40/60 stock-to-bond allocation and hoping this approach makes sense in the current economic climate
Interesting. Naftali Horowitz has an opposing view on investing in the S&P500.
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