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SK Wealth's Solutions & Knowledge podcastEpisodes
Episodes of SK Wealth's Solutions & Knowledge podcast
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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
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
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
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 threshol
Teaching your kids about saving and investing now will help them make the smart decisions to thrive in the future. And they’re never too young to start. In this episode, Mac and Andrew discuss how to create a language around money and financial
If your RSUs are about to vest, you know the tax implications can be complicated. How you decide to act is so important. Andrew and Mac are here to help you feel more confident in your next steps so you can get the most out of what you’ve worke
Giving to charities and nonprofits feels great, and with the right philanthropic strategy, you can create a legacy of giving. Today, we talk about the art of aligning donation strategies with your financial plan. Learn about the simplicity of c
Moving into the executive suite is exciting, as is the compensation you'll be receiving for the extra responsibility you’re taking on. Executive compensation plans are constructed to make sure you’re well taken care of, but they can be complica
You’ve set out on a new career adventure and have received a few job offers, so how do you decide? Whether you're a seasoned professional or just starting out, this episode equips you with the knowledge to seize the right opportunities and prop
What happens to your stock-based compensation if you leave your job? Whether leaving a job voluntarily or involuntarily, tune in to learn how to approach your stock-based compensation after you move on. Andrew simplifies the complexities of lay
“Can my investment strategy align with my values while creating positive social and environmental change?” In this episode, learn about the implementation of impact strategies into your portfolio, influencing corporate behavior, and how you can
In today’s episode, SK Wealth’s CIO, Matt Neyland, discusses tax loss harvesting, the practice of strategically selling securities at a loss to offset gains from other investments. Join Matt as he explains the benefits of tax loss harvesting li
In our latest episode, we discuss how to seek professional financial guidance when managing your wealth becomes complex. And we know -- the options can be overwhelming. That’s why we’re here to talk you through the process of finding a financia
This week, join Matt and Andrew as they discuss how to choose your next financial advisor. Aligning your investment strategy with values is key, and a qualified financial advisor can make a real difference in your financial future. In this epis
Welcome to our latest episode! Today Mac and Jason discuss developing compensation plans for your business. Your team is vital to your success and making sure they are compensated fairly and offered attractive benefits that meet their needs a
In today’s Solutions and Knowledge podcast, Certified Financial Planners® Mac and Jason discuss how to approach integrating your bonus or other windfall into your regular spending. From identifying your current financial standing and future g
In today’s episode, Jason and Mac discuss phantom stock plans, a type of deferred compensation that offers employees a financial stake in the company without diluting ownership. Learn the purpose of these virtual units, how they operate, and th
Join Jason and Mac as they simplify the complexities of employee bonus programs. From navigating the risks of unrealistic expectations to addressing potential disengagement, this episode provides insights into fair and equitable bonus structure
As a business owner, retirement planning often takes a backseat to running your company. In this episode of the SK Wealth Podcast, we explore why retirement plans are vital and how to select the right one. Rebecca and Andrew discuss attracting
Welcome to the latest episode of the SK Wealth Solutions and Knowledge podcast. Join Andrew Cayer, Certified Financial Planner at SK Wealth Management, as he explores Non-Qualified Deferred Compensation plans. Andrew will discuss the ins and ou
In this episode of the SK Wealth podcast, Mac and Jason delve into Restricted Stock Units (RSUs) to help you gain a deeper understanding, make informed decisions, and take full advantage of your complex compensation plan. We'll highlight some o
On today’s brand new episode of the SK Wealth podcast, Jason and Mac discuss employee stock options (ESOs) – to help you understand their benefits of these financial tools and become aware of the risks inherent to them. They also explore additi
When's the last time you thought about your estate planning documents? There may be some hidden issues if you haven't reviewed them in coordination with your financial plan. Tune in with Mac Richards, Client Relationship Manager at SK Wealth as
As more and more of our personal and business lives are conducted online, protecting our data is more important than ever. There are important steps we can all take to protect against cybercriminals. To discuss these steps and an update on how
Investment customization and flexibility continues to be the forefront of differentiation when managing money and sprinkle in potential tax advantages and the service sounds even more appealing. What is this Direct-Indexing method for managing
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