Estate Planning with Higher Interest Rates
SK Wealth's Solutions & Knowledge podcast
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, this one's for you.
info_outline
How Much Money Is Enough Money? Define Your Enough
SK Wealth's Solutions & Knowledge podcast
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.
info_outline
Navigating Money & Meaning After Divorce or Loss - Episode 85
SK Wealth's Solutions & Knowledge podcast
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 forget to subscribe for more practical advice from the SK team!
info_outline
Dynasty Trusts - Episode 84
SK Wealth's Solutions & Knowledge podcast
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 more practical advice from the SK team!
info_outline
Wealth Transfer Planning - Episode 83
SK Wealth's Solutions & Knowledge podcast
Wealth transfer planning is more than writing a will. It’s a way to make sure your money serves your values and supports the people you care about. This week, Jason and Mac break down how to navigate the complexities of wealth transfer, minimize tax burdens, and prepare the next generation for financial responsibility. The guys also share how clear communication and thoughtful estate planning can prevent family conflicts before they start.
info_outline
Term Life vs. Whole Life - Episode 82
SK Wealth's Solutions & Knowledge podcast
This week, Mac and Andrew discuss the key differences between term and whole life insurance. They share how each type of policy works, the advantages and limitations of both, and who might benefit most from each option. Learning about the difference between term and whole life insurance can help you determine which option will work better for you. Don't forget to subscribe for more practical advice from the SK team! Resources mentioned in this podcast:
info_outline
Self-Employed Retirement Options - Episode 81
SK Wealth's Solutions & Knowledge podcast
Running your own business means taking charge of your retirement planning too. This week, Mac and Jason discuss the retirement options available for self-employed individuals. They break down the features and benefits of Solo 401(k)s, SEP IRAs, SIMPLE IRAs, and traditional/Roth IRAs. You'll learn how to select the right plan based on your business structure, income patterns, and long-term goals. The guys also share insights on diversification, tax planning, and healthcare considerations for a comprehensive retirement strategy. Don't forget to subscribe for more practical advice from the SK...
info_outline
Generational Wealth Planning - Episode 80
SK Wealth's Solutions & Knowledge podcast
After decades of smart financial decisions, many people find themselves with more wealth than they anticipated. This brings new questions about preservation and legacy planning. This week, Mac and Jason discuss generational wealth planning and how to approach these decisions thoughtfully. You'll learn about different account structures, tax considerations, and strategies for maintaining wealth across generations. The guys also share insights about family communication and financial education that can help prevent common pitfalls. Don't forget to subscribe for more practical advice from the SK...
info_outline
Retirement Withdrawal Strategies - Episode 79
SK Wealth's Solutions & Knowledge podcast
What’s the best way to replace your regular paycheck with retirement income? This week, Mac and Jason tackle one of the most common questions they receive from clients transitioning to retirement. They break down different income sources, explain tax-efficient withdrawal strategies, and share practical tips for setting up systematic withdrawals that help maintain the familiar feeling of a regular paycheck. Don't forget to subscribe for more practical advice from the SK team!
info_outline
Alternative Investing - Episode 78
SK Wealth's Solutions & Knowledge podcast
Alternative investments such as real estate, crypto, and commodities like gold can take time to understand, but many investors successfully use them to diversify their portfolios and protect their wealth. This week, our chief investment officer, Matt Neyland, explores the world of alternative investments and what role they might play in your financial strategy. The guys break down different types of alternative investments, their benefits and risks, and what to consider before adding them to your portfolio. Don't forget to subscribe for more practical advice from the SK team!
info_outlineThink commercial real estate is out of reach? Matt shows you how REITs let you invest in real estate without becoming a property manager. Learn how REITs can generate income, offer portfolio diversification, protect against inflation, and keep your investments flexible. Tune in to explore the types of REITs, how they work, and why they could be your next strategic move. Subscribe for more insights from the SK team that could change your investment game!