Risk Tolerance: A Two-Dimensional Approach - Episode 70
SK Wealth's Solutions & Knowledge podcast
Release Date: 08/19/2024
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Smart Tax Strategies for High-Income Earners
SK Wealth's Solutions & Knowledge podcast
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.
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Owning Life Insurance When You Own Liquid Assets
SK Wealth's Solutions & Knowledge podcast
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 Irrevocable Life Insurance Trust (ILIT) to keep benefits tax-free. They share practical examples of how proper planning can prevent your heirs from facing impossible financial choices. Don't forget to...
info_outlineWhen evaluating your investment risk profile, you could be missing half the picture. Risk tolerance and risk capacity assess distinctly different aspects of your life to determine your risk profile. In this week’s episode, Andrew explains the differences between the two and shows you how they work together to help guide your investment strategy. Tune in to learn about the two-dimensional approach to risk tolerance and some real-life examples that illustrate why this approach is a smart one. Don’t miss out—subscribe for more expert financial guidance!