SK Wealth's Solutions & Knowledge podcast

Whether retirement is around the corner or decades away, people generally have a good idea of what they're retiring FROM: a successful career, cherished colleagues, and professional identity. But have you considered what you're retiring TO?  Traditional retirement planning, or what we like to call "default retirement mode," tells us that our Golden Years are a time to just relax, travel a little b...

Is your business — the very thing you built to have more freedom — consuming all of your wealth, energy, and identity? While early-stage entrepreneurs can easily lose the flexibility they sought in the endless pursuit of "the next level," late-career business owners face their own strange contradictions. Everything looks great on paper, but personally, the thought of stepping away is both exciting...

Does your estate plan reflect your actual values, or is it an amalgam of what you think an estate plan "should" be? When you're following someone else's blueprint (whether it's your neighbor's, your parents', or society's), you risk building a plan that looks right on paper, but doesn't reflect what matters to you. In this episode, SK Wealth Partner Mac Richards and Client Relationship Manager And...

The price of gold per troy ounce has more than doubled since the start of the pandemic. What's driving this dramatic shift in gold valuation, and what does this mean for your portfolio? SK Wealth's Chief Investment Officer, Matthew Neyland, sits down with Aakash Doshi, Head of Gold Strategy at State Street Investment Management, to discuss the geopolitical forces influencing the gold market, explo...

Despite political and regulatory challenges, ESG investing remains a popular option for investors who want to combine their commitment to intentional living and pioneering investment strategies.  In this episode, first released in July 2024, Matt explores how to use ESG data effectively to align investment strategies with your values. Learn about the impact of ESG on both risk management and long-...

There's a new savings account for kids getting a lot of attention right now, and you've probably already heard the name. But are Trump Accounts actually better than the savings options that already exist? This week, Mac and Jason break down exactly what Trump Accounts are, how they work, and where they may fall short compared to existing tools. Don't forget to subscribe for more practical advice f...

Financial scams are more sophisticated than ever, but understanding how modern scammers operate can help you protect your wealth and peace of mind. This week, Mac and Jason break down the most common types of financial scams, explain the psychological tactics scammers use, and share practical steps you can take when something feels off.

In 2025, international stocks outperformed the U.S. for the first time in 15 years. This week, the experts at SK Wealth share their 2026 outlook. They cover earnings expectations, inflation pressures, and why diversification beyond U.S. markets matters more than ever.  

Welcome to our 100th episode! We're celebrating by introducing you to the SK Wealth team. Hear what makes each team member proud to do this work, their unexpected hobbies, and what drives their passion for helping clients. Get to know the people behind the plans. Don't forget to subscribe for more from the SK team!

This week, Mac and Jason discuss how to shift from saving to spending in retirement. They share practical strategies for intentional spending across family support, charitable giving, and personal enjoyment.

This week, Andrew and Mac break down how to use open enrollment as a financial planning opportunity. They cover what to look for in health, life, and disability insurance, and discuss how FSAs and HSAs can stretch your dollars further.

Mac and Andrew discuss the most impactful financial moves to make in the 6 months before and after retirement. Join them as they share seven practical steps for a smooth transition into your next chapter.

2025 has been a year of rapid policy changes and surprising market adaptations. In this episode, Matt reviews Q3 performance and shares our Q4 market outlook.

Learn how to prepare mentally and emotionally for retirement with strategies to find purpose, create structure, and transition with confidence.

Learn how to manage concentrated stock positions with strategies to reduce risk, control taxes, and protect your wealth.

Avoid these common estate planning mistakes and protect your legacy with smart, ongoing planning.

This week, Matt explains how private equity became more accessible, the trends driving its $14T growth, and the benefits and risks for your portfolio.

Smart giving can support your favorite causes while supporting your overall financial plan. Here's how Charitable Trusts and Annuities work.

Join Mac and Jason as they discuss smart tax strategies for high-income earners. The guys break down different income types, deferred compensation timing, and charitable giving tactics that can reduce your tax burden without creating complexity you don't need.

Estate planning becomes more complex when your wealth is tied up in illiquid assets like businesses, real estate, or collectibles. What will your heirs do when they need immediate cash to cover estate taxes, but your valuable assets can't be quickly (or fairly) sold? This week, Andrew explores how life insurance can provide the liquidity your family needs. They explain how to structure an Irrevoca...

The markets are moving, your portfolio's drifting, and you're wondering if it's time to hit "reset." In this episode, Matt Neyland, Chief Investment Officer at SK Wealth, breaks down portfolio rebalancing. Listen to find out what it means to rebalance your portfolio, when you should consider rebalancing, why it matters, and how it can keep your investments aligned with your unique goals.

Rising interest rates aren't all bad news, especially when it comes to estate planning. In this episode, Jason and Mac discuss three powerful strategies that thrive in a high-rate environment: QPRTs, CRATs, and GRITs. These aren't your everyday tools, but they could help you pass on wealth more efficiently, reduce taxes, and preserve your legacy. If you're serious about intentional wealth transfer...

What if financial independence isn't a finish line, but a mindset? In this episode, Jason and Mac unpack the question: How much is enough? Learn how to define your personal "enough," align your wealth with your values, and stop chasing more just for the sake of it. Sometimes, freedom starts with  more clarity, not more money.  

This week, Jason and Mac discuss the challenging journey of financial planning after divorce or losing a spouse. They share insights on managing the overwhelming feelings that come with major life transitions and offer practical steps to regain financial clarity. Rebuilding your financial life isn't just about the numbers. It's about aligning your resources with what matters most to you now. Don't...

This week, Mac and Jason discuss how dynasty trusts can be used as powerful estate planning tools for preserving family wealth across generations. They explain how these specialized trusts can minimize taxes and protect your assets long-term. Dynasty trusts can have significant benefits, but they may not be for everyone. Tune in to learn all about the pros and cons. Don't forget to subscribe for m...