Self-Employed Retirement Options - Episode 81
SK Wealth's Solutions & Knowledge podcast
Release Date: 03/17/2025
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!
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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.
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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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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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Learn how to prepare mentally and emotionally for retirement with strategies to find purpose, create structure, and transition with confidence.
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Avoid these common estate planning mistakes and protect your legacy with smart, ongoing planning.
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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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Smart giving can support your favorite causes while supporting your overall financial plan. Here’s how Charitable Trusts and Annuities work.
info_outlineRunning 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 team!