SK Wealth's Solutions & Knowledge podcast

Matthew Neyland, CFA, CAIA
  • 5.0 (7)
  • INVESTING
  • UPDATED SEMIMONTHLY
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 topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.

  1. Estate Planning with Higher Interest Rates

    JUN 9

    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.

    10 min
  2. How Much Money Is Enough Money? Define Your Enough

    MAY 26

    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.

    14 min
  3. Navigating Money & Meaning After Divorce or Loss - Episode 85

    MAY 12

    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!

    14 min
  4. Dynasty Trusts - Episode 84

    APR 28

    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!

    8 min
  5. Wealth Transfer Planning - Episode 83

    APR 14

    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.

    16 min
  6. Term Life vs. Whole Life - Episode 82

    MAR 31

    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:  The Supreme Court Blows Up a Popular Small-Business Succession Plan - WSJ

    18 min
  7. Self-Employed Retirement Options - Episode 81

    MAR 17

    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!

    9 min
  8. Generational Wealth Planning - Episode 80

    MAR 3

    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!

    15 min
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Ratings & Reviews

5
out of 5
7 Ratings

About

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

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