Residential Real Estate - Episode 74
SK Wealth's Solutions & Knowledge podcast
Release Date: 10/28/2024
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_outlineThis week, Jason and Mac discuss what you need to know if you’re ready to sell your residential investment property. Maybe managing your rental property has lost its charm, or you rarely visit your vacation property. Or you could be enticed by current attractive market values. Learn about rental property depreciation, investment options, how to manage taxes efficiently with strategies like the 1031 exchange. Get insights into working with property management companies. There’s great value in making decisions in the context of your comprehensive financial plan versus focusing solely on minimizing taxes. Don’t forget to subscribe for more practical advice from the SK team!