Our 100th Episode
SK Wealth's Solutions & Knowledge podcast
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!
info_outline
Intentional Spending: Money as a Tool
SK Wealth's Solutions & Knowledge podcast
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.
info_outline
Open Enrollment
SK Wealth's Solutions & Knowledge podcast
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.
info_outline
Retirement Before and After
SK Wealth's Solutions & Knowledge podcast
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.
info_outline
Navigating Economic Uncertainty - Strategies for 2026 and Beyond
SK Wealth's Solutions & Knowledge podcast
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.
info_outline
Redefining the Transition: How To Mentally Prepare For Retirement
SK Wealth's Solutions & Knowledge podcast
Learn how to prepare mentally and emotionally for retirement with strategies to find purpose, create structure, and transition with confidence.
info_outline
Concentrated Stock Strategies: Manage Risk, Minimize Tax, & Diversify
SK Wealth's Solutions & Knowledge podcast
Learn how to manage concentrated stock positions with strategies to reduce risk, control taxes, and protect your wealth.
info_outline
Estate Planning Mistakes To Avoid
SK Wealth's Solutions & Knowledge podcast
Avoid these common estate planning mistakes and protect your legacy with smart, ongoing planning.
info_outline
Private Equity Is Changing—Should It Change Your Portfolio Too?
SK Wealth's Solutions & Knowledge podcast
This week, Matt explains how private equity became more accessible, the trends driving its $14T growth, and the benefits and risks for your portfolio.
info_outline
Give With Purpose: Charitable Remainder Trusts & Charitable Gift Annuities
SK Wealth's Solutions & Knowledge podcast
Smart giving can support your favorite causes while supporting your overall financial plan. Here’s how Charitable Trusts and Annuities work.
info_outlineLearn about popular Target Date Funds for your retirement account and how they can fit into your financial strategy. Join Matt as he explains what target date funds are, why they’ve become popular in 401(k)s and other retirement accounts, and how to evaluate them as an investment choice for both retirement and non-retirement portfolios. Learn about the benefits of diversification, simplicity, and automatic rebalancing, and consider key factors like fees and risk tolerance. Tune in for actionable advice for establishing investments that are well-managed and aligned with your long-term financial goals. Remember to tap that subscribe button for upcoming Season 4 SK insights.