SK Wealth's Solutions & Knowledge podcast Matthew Neyland, CFA, CAIA

Crafting a legacy of giving through charitable donations is fulfilling and strategic when aligned with your financial plan. This week, Andrew and Mac talk about the taxes related to charitable giving and the various donation strategies available to maximize your philanthropic impact and tax relief. From the simplicity of cash donations to the foresight of directly transferring appreciated assets, we simplify the benefits and strategic philanthropic tax planning. Hit the subscribe button so you don’t miss our next episode!
Resources mentioned in this episode:  Episode 57 – Non-Traditional and Political Giving
 

Combine your generosity of spirit with your track record of smart investing to make a real difference in the world. Join Jason and Mac this week to learn innovative approaches to blending financial strategy with social change through non-traditional charitable and political giving. In this episode, we’ll discuss impact investing, program-related investments, and crowdfunding. Gain actionable insights to boost your philanthropic impact. Tune in to learn how strategic giving can shape a legacy of generosity. And don’t forget to subscribe!  
Resources mentioned in this episode: Episode 57 — Impact Investing

As a successful business owner, how and when to transfer your business to your kids is a significant, complex decision. This week, the guys talk about how to transition ownership to your family. Whether selling or gifting your company, Mac and Jason look closely at pros and cons of each approach through the lens of family dynamics and your retirement goals. They’ll guide you through the preservation of your legacy and the steps to achieving a seamless transfer of business ownership. Tune in for expert insights and practical guidance for successful entrepreneurs like you as you move on to the next phase of your life’s adventure. Tap that subscribe button because there’s no telling what we have in store for you in May!

Resources mentioned in this episode: Phantom Stock Plans Explained

Juggling life, kids, and money makes planning for college feel overwhelming, but it's super easy to start and maintain! It’s totally normal to feel the weight of tuition prices and unsure about how to give your children the best opportunity to succeed. Mac and Andrew are here to walk you through getting started, and how to keep it going through all of life’s changes. Tune in to these young parents moonlighting as finance pros as they offer insights on taxes, tips on where to stash your cash, and how to prioritize your child’s financial future without risking your own. There are more great podcasts coming, so go ahead and tap that subscribe button!

Raising financially savvy kids is hard, especially with so much flashy marketing competing for their attention and cash. Financial literacy is essential, but it's largely neglected in school so you’re left to fill the void. In this episode, Mac and Andrew offer practical strategies for teaching your kids about budgeting, banking, saving, taxes, and debt. They also discuss the importance of transparent discussions and real-world experiences to empower your children to lead by example and facilitate open dialogue. Tap that subscribe button so you don’t miss the next installment in our series about children and money!
Resources mentioned in this episode:
Charles Schwab Financial Calculators
The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money
by Ron Lieber
 

As a first-time homebuyer, your kid may have limited resources. You’d like to be able to help, but what's the right way? This week, Mac and Andrew dig into the different strategies to help your child buy their first home, exploring IRS thresholds for cash gifts or the tax benefits of becoming your kid’s landlord. They’ll guide you through the emotional decision-making process and how to determine the smartest ways to help your child without putting your own financial stability on the line. Click the subscribe button for upcoming episodes about helping your children become financially secure.