SK Wealth's Solutions & Knowledge podcast

SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover financial planning, estate planning, investing, taxes, divorce issues, and many other topics that affect your financial life.

Open Enrollment 11/10/2025

Open Enrollment 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. /episode/index/show/skwealth/id/38910165

Retirement Before and After 10/27/2025

Retirement Before and After 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. /episode/index/show/skwealth/id/38772805

Navigating Economic Uncertainty - Strategies for 2026 and Beyond 10/13/2025

Navigating Economic Uncertainty - Strategies for 2026 and Beyond 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. /episode/index/show/skwealth/id/38538560

Redefining the Transition: How To Mentally Prepare For Retirement 09/29/2025

Redefining the Transition: How To Mentally Prepare For Retirement Learn how to prepare mentally and emotionally for retirement with strategies to find purpose, create structure, and transition with confidence. /episode/index/show/skwealth/id/38344335

Concentrated Stock Strategies: Manage Risk, Minimize Tax, & Diversify 09/15/2025

Concentrated Stock Strategies: Manage Risk, Minimize Tax, & Diversify Learn how to manage concentrated stock positions with strategies to reduce risk, control taxes, and protect your wealth. /episode/index/show/skwealth/id/38182265

Estate Planning Mistakes To Avoid 09/01/2025

Estate Planning Mistakes To Avoid Avoid these common estate planning mistakes and protect your legacy with smart, ongoing planning. /episode/index/show/skwealth/id/37978765

Private Equity Is Changing—Should It Change Your Portfolio Too? 08/18/2025

Private Equity Is Changing—Should It Change Your Portfolio Too? This week, Matt explains how private equity became more accessible, the trends driving its $14T growth, and the benefits and risks for your portfolio. /episode/index/show/skwealth/id/37821215

Give With Purpose: Charitable Remainder Trusts & Charitable Gift Annuities 08/04/2025

Give With Purpose: Charitable Remainder Trusts & Charitable Gift Annuities Smart giving can support your favorite causes while supporting your overall financial plan. Here’s how Charitable Trusts and Annuities work. /episode/index/show/skwealth/id/37601940

Smart Tax Strategies for High-Income Earners 07/21/2025

Smart Tax Strategies for High-Income Earners 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. /episode/index/show/skwealth/id/37427380

Owning Life Insurance When You Own Liquid Assets 07/07/2025

Owning Life Insurance When You Own Liquid Assets 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 subscribe for more practical advice from the SK team! /episode/index/show/skwealth/id/37276355

Portfolio Rebalancing: Tips To Stay On Track with Your Investment Goals 06/24/2025

Portfolio Rebalancing: Tips To Stay On Track with Your Investment Goals The markets are moving, your portfolio’s drifting, and you’re wondering if it’s time to hit “reset.” In this episode, Matt Neyland, Chief Investment Officer at SK Wealth, breaks down portfolio rebalancing. Listen to find out what it means to rebalance your portfolio, when you should consider rebalancing, why it matters, and how it can keep your investments aligned with your unique goals. /episode/index/show/skwealth/id/37075985

Estate Planning with Higher Interest Rates 06/09/2025

Estate Planning with Higher Interest Rates 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. /episode/index/show/skwealth/id/36851180

How Much Money Is Enough Money? Define Your Enough 05/26/2025

How Much Money Is Enough Money? Define Your Enough 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. /episode/index/show/skwealth/id/36657830

Navigating Money & Meaning After Divorce or Loss - Episode 85 05/12/2025

Navigating Money & Meaning After Divorce or Loss - Episode 85 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! /episode/index/show/skwealth/id/36441415

Dynasty Trusts - Episode 84 04/28/2025

Dynasty Trusts - Episode 84 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! /episode/index/show/skwealth/id/36293305

Wealth Transfer Planning - Episode 83 04/14/2025

Wealth Transfer Planning - Episode 83 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. /episode/index/show/skwealth/id/36037390

Term Life vs. Whole Life - Episode 82 03/31/2025

Term Life vs. Whole Life - Episode 82 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: /episode/index/show/skwealth/id/35855135

Self-Employed Retirement Options - Episode 81 03/17/2025

Self-Employed Retirement Options - Episode 81 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 team! /episode/index/show/skwealth/id/35546335

Generational Wealth Planning - Episode 80 03/03/2025

Generational Wealth Planning - Episode 80 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 team! /episode/index/show/skwealth/id/35400400

Retirement Withdrawal Strategies - Episode 79 02/17/2025

Retirement Withdrawal Strategies - Episode 79 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! /episode/index/show/skwealth/id/34961915

Alternative Investing - Episode 78 01/20/2025

Alternative Investing - Episode 78 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! /episode/index/show/skwealth/id/34886750

GRATs - Episode 77 01/06/2025

GRATs - Episode 77 Structuring an estate plan that efficiently transfers your wealth to your loved ones while minimizing tax exposure can feel overwhelming. Grantor Retained Annuity Trusts (GRATs) may seem complex, but if you understand how to leverage this powerful tool, it may save you and your family a lot of money when it matters the most. This week, Mac and Jason discuss GRATs and how you can use them as a strategy for minimizing taxes while passing on your financial legacy to the next generation. You’ll learn how GRATs work and what the key elements are. They also share the benefits and potential risks of this estate planning tool, and why careful consideration of your broader financial goals is essential. Don't forget to subscribe for more practical advice from the SK team! /episode/index/show/skwealth/id/34625600

Taxes and Investment Management – Episode 76 12/02/2024

Taxes and Investment Management – Episode 76 This week, Mac and Jason discuss tax-efficient investing strategies. They break down the difference between taxable and tax-advantaged accounts, and share what you need to know about managing your portfolio with taxes in mind. It’s important to remember that while tax-efficiency can make a big difference in your investments, it’s only one piece of a comprehensive financial plan. Don't forget to subscribe for more practical advice from the SK team! Resources mentioned in this episode: , /episode/index/show/skwealth/id/34111696

Spousal Lifetime Access Trusts (SLATs) - Episode 75 11/11/2024

Spousal Lifetime Access Trusts (SLATs) - Episode 75 A Spousal Lifetime Access Trust is an irrevocable trust for high-wealth couples that helps increase tax efficiency in your estate and gives your partner a financial safety net. If you think a SLAT could be the right choice for you, now is the time to act. SLATs can help you take advantage of current tax laws expiring in 2025. Jason and Mac explain how to use SLATs to reduce estate taxes, maintain access to assets, and protect wealth for your heirs. They discuss the importance of early planning and avoiding IRS issues using real-life examples of clients who’ve saved using smart SLAT strategies. Don’t forget to subscribe for more expert insights from the planning team! /episode/index/show/skwealth/id/33545517

Residential Real Estate - Episode 74 10/28/2024

Residential Real Estate - Episode 74 This 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! /episode/index/show/skwealth/id/33411947

Social Security and Your Financial Plan - Episode 73 10/14/2024

Social Security and Your Financial Plan - Episode 73 Social Security may not be the focus of your retirement plan, but there’s a lot of value in maximizing your benefit. In this episode, Andrew discusses how to time your claim, survivor benefits, and post-retirement work considerations. Learn how Social Security fits into your broader financial picture and how to efficiently manage taxes associated with Social Security. Don’t miss this episode, and subscribe for more expert guidance on how to align your retirement and wealth management plans with your goals. Resources mentioned in this episode: /episode/index/show/skwealth/id/33396147

Social Security Basics - Episode 72 09/30/2024

Social Security Basics - Episode 72 How does Social Security even work anyway? In this episode, Andrew covers what it is, how it’s funded, and the basics of benefit timing and age calculations. He'll discuss strategies for both singles and married couples, as well as the effect of claiming early versus delaying your benefits. Learn how to tailor your Social Security strategy based on health, financial needs, and long-term goals. Subscribe now for more about Social Security in the near future! /episode/index/show/skwealth/id/33159992

REITs- Episode 71 09/02/2024

REITs- Episode 71 Think 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! /episode/index/show/skwealth/id/32376592

Risk Tolerance: A Two-Dimensional Approach - Episode 70 08/19/2024

Risk Tolerance: A Two-Dimensional Approach - Episode 70 When 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! /episode/index/show/skwealth/id/32527157

Annuities - Episode 69 08/12/2024

Annuities - Episode 69 Annuities often spark debate – are they a valuable investment or a financial misstep? This week, Mac strips away the hype and confusion and provides a clear, unbiased look at annuities. In this episode, get to know the different types of annuities – immediate, fixed, indexed, and variable – and the unique benefits and potential pitfalls of each. Through real-life examples and expert insights, you'll learn when annuities are a wise choice and how to integrate them into your financial plan. Tune in to gain a working understanding of annuities so you can make informed decisions about your financial future. Subscribe now and visit skwealth.com for more resources! /episode/index/show/skwealth/id/32324762

SK Wealth's Solutions & Knowledge podcast

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