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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No matter the circumstance, divorce is hard, especially when considering your children’s current and future wellbeing. This week, we look closely at estate planning strategies to protect your legacy and the inheritance you intend for your children. Mac and Jason discuss how to update vital documents, and ways to leverage irrevocable trusts to keep …
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The reality of becoming suddenly single can be overwhelming, but you're not alone. In this episode, Jason and Mac discuss the unique financial challenges and opportunities that arise after the loss of a partner, whether through uncoupling, divorce, or death. In this episode, we cover increased living costs, managing fixed expenses, and understandin…
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Financial Independence for Women - Episode 66
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Empower yourself and take charge of your financial future with Jason and Mac as your guides. This week, they discuss the financial hurdles single women face, and offer proven strategies for achieving financial independence. Drawing from years of experience, they discuss essential topics like wage gaps, retirement planning, and preparing for time aw…
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Learn about popular Target Date Funds for your retirement account and how they can fit into your financial strategy. Join Matt as he explains what target date funds are, why they’ve become popular in 401(k)s and other retirement accounts, and how to evaluate them as an investment choice for both retirement and non-retirement portfolios. Learn about…
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Combine your commitment to intentional living and pioneering investment strategies with ESG investing. Matt unpacks the current state of ESG investing, the rise and challenges of ESG metrics, the impact of market shifts, and the political and regulatory challenges that have shaped its evolution. This episode explores how to utilize ESG data effecti…
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How to Financially Prepare for Divorce - Episode 63
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Divorce is painful and daunting, but a supportive financial team helps handle the details so you can care for yourself. In this episode, Mac and Andrew offer strategies for navigating the financial aspects of divorce. They take you through organizing your financial documents, understanding asset division, and planning for post-divorce financial ind…
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I'm a Retired Business Owner, Now What? - Episode 62
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When business owners decide to retire, they face challenges traditionally employed people do not. Succession planning, replacing your income, and figuring out what to do next are all factors to consider as you approach retirement. Whether you’re looking forward to retirement with relief, excitement, fear, or a combination, Mac and Andrew offer advi…
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Planning the Sale of a Business - Episode 61
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Ready to sell your business? Join Mac and Jason as they discuss essential steps of planning the sale of your company. They look closely at key factors like emotional readiness, financial implications, and employee impact. Learn how to navigate offers from private equity firms and how to set yourself up for a smooth transition. Whether you’re aiming…
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Safeguard the future of your business with strategic succession planning. Learn how to pick a successor, when to start planning, and what milestones to hit along the way. Mac and Jason offer expert insights and actionable tips to give you the confidence and clarity needed to initiate this essential aspect of business ownership. Tune in to ensure yo…
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Succession Planning 101 - Episode 59
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You've given your all to your thriving business. Now it’s time to plan for its future and yours. Succession planning is vital to safeguarding your company's legacy after you retire. In this episode, Mac and Jason discuss the essentials of succession planning, like choosing and training a successor, and how to make the transition as smooth as possib…
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Tax Laws for Charitable Contributions - Episode 58
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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 fores…
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Non-Traditional Charitable and Political Giving - Episode 57
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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 in…
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Transferring Your Family Business - Episode 56
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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 Jason look closely at pros and cons of each approach through the lens of family dynamics and your retireme…
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Paying for College - Episode 55
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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…
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Raising Financially Savvy Children - Episode 54
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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…
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Helping Your Child Buy a Home - Episode 53
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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 emoti…
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Teaching Children Financial Literacy - Episode 52
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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 concepts from a very early age that leads to open communication and collaboration as they grow. They talk…
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RSUs and Tax Implications - Episode 51
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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 worked so hard to earn. In this episode, the guys will talk about how and when RSUs are taxed, what types of ta…
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Making Your Charitable Giving Sustainable - Episode 50
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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 cash donations, the benefits of bequests through wills or trusts, and other examples of strategic philanthr…
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Long-term Strategies for Complex Compensation Plans - Episode 49
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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 complicated. It’s up to you to understand the details in order to make the most out of these new compensation inst…
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Evaluating Your Offer Letter - Episode 48
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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 propel your career to new heights. This week, Andrew and Mac are with you to discuss salary structures, health…
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Stock Compensation at Separation - Episode 47
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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 layoffs, handling stock options, RSUs, and ESPPs while discussing the risks, offering practical advice to hel…
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“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 turn your investment dollars into a powerful force for change. Learn how to identify your impact goals, e…
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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 like accelerated portfolio growth, maintaining year-round market exposure, and increased tax efficiency. Fin…
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Interviewing Financial Advisors - Episode 44
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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 financial planner who understands and respects your needs, goals, and values. From transparency in portfolio manag…
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Evaluating Investment Advisors - Episode 43
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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 episode, we’ll look at why clear, consistent communication and a financial strategy adapted to your specific n…
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Compensation Plans for Your Business - Episode 42
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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 as well your business goals is important. But offering competitive compensation without jeopardizing your bot…
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Incorporating Bonuses into Spending - Episode 41
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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 goals to avoiding common mistakes like emotional decision-making, you’ll learn strategies to help you make th…
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Phantom Stock Plans Explained - Episode 40
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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 their benefits and risks. Phantom stocks are a great way to attract and incentivize key talent without the r…
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Creating a Bonus Plan for Employees - Episode 39
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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 structures. Emphasizing clarity, measurability, and strategic alignment, the discussion offers actionable advice fo…
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Retirement Plans for Business Owners - Episode 38
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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 talent, increasing engagement, and tax savings as key benefits of retirement plans for business owners. Yo…
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A Guide to Nonqualified Deferred Compensation Plans - Episode 37
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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 outs of these plans, draw from real-life experiences, and provide savvy strategies to reduce your tax liabil…
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Restricted Stock Units: Everything You Need To Know - Episode 36
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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 of the risks that come with RSUs, and provide you with practical insights on how to manage them effectively…
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Employee Stock Options Explained - Episode 35
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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 additional guidelines for managing your stock options like a pro, and where to turn for help, like this article …
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SK Wealth - Episode 34 - Estate Planning a Key to a Strong Financial Plan
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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 he dives into some common pitfalls, as well as how our financial planning process, The Integrated Financi…
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SK Wealth - Episode 33 - Cybersecurity - Steps to protect you and your family from cybercrime
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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 we secure client data, I’m joined by Steven DeBlieck, the Director of Systems at Sansiveri Kimball.…
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SK Wealth - Episode 32 - Direct Indexing - What it is and its growing use in Portfolios
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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 portfolios? What are the advantages and how does the future look for its use in investment portfolios? Dev…
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SK Wealth - Episode 31 - ESG Investing Trends and How To Use In Portfolios
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We’re talking about ESG, or Environmental Social and Governance investing. Others may call this socially responsible, impact investing – no matter the name we use, Mackenzie Richards, CFP, CPWA – a Certified Financial Planner and Client Relationship Manager and Matt Neyland, CFA, CAIA - Chief Investment Officer at SK Wealth Management discuss this …
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SK Wealth - Episode 30 - Financial Planning Strategies During a Turbulent Market
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While no one enjoys the financial markets going down, this can be a strategic time to take advantage of the market weakness and consider various financial planning strategies. Devin Rainone, a Certified Financial Planner is joined by Cheryl Ethier, a Senior Client Relationship Manager to discuss those ideas.…
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SK Wealth - Episode 29 - Alternative Assets and Strategies - What are they and using them in Portfolios
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Alternative Assets & Alternative Strategies in Investment Portfolios. What are they? What is increasing their use in portfolios? How do we use them in client portfolios and what is the future for Alternatives & Alternative Strategies in portfolios?Oleh Matthew Neyland, CFA, CAIA
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SK Wealth - Episode 28 - 2022 Financial Markets Outlook
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Welcome to 2022. This is a good time to recap what happened in the financial markets in 2021 and more importantly look ahead to what expect for the remainder of 2022. Devin Rainone a Certified Financial Planner (CFP) is joined by Matt Neyland the Chief Investment Officer at SK Wealth Management to help us make sense of what’s happening in the econo…
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Sk Wealth - Episode 27 - Medicare Open Enrollment Info
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A discussion of Medicare Open Enrollment period which begins October 15th and runs through December 7th. This event which occurs at the same time each year, allows individuals currently accessing Medicare benefits to review their coverage and make changes if needed. An annual review of your health insurance is a good exercise to be certain you have…
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SK Wealth - Episode 26 - Cryptocurrencies and Blockchain Technology - Are these investment types something to add to your portfolio?
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We are continuing our discussion with Matthew Sigel, Head of Digital Assets at VanEck but will shift our focus to cryptocurrencies & blockchain technology as an investment. It’s not often we see Main Street investors beat Wall Street investors in a new investment trend. But, in this case retail investors were much quicker to embrace these new techn…
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SK Wealth - Episode 25 - Cryptocurrencies and Blockchain Technoloy - Currently and the Future
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The digital asset transformation is underway, and both have staying power and will have an influence in our financial lives. How should we think of cryptocurrencies value and how do the regulators look at this sector? Blockchain is a transformative technology. How will it change our financial lives and how will it change the way businesses are run?…
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SK Wealth - Episode 24 - Financial Markets Turmoil - Why it's Happening and the Outlook
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Why are the financial markets behaving so differently this year? Many of the stocks that have led the market over the last few years are struggling in 2021. The bond market is off to its worst start to a year this century. Joseph Tenaglia an Associate Director of Asset Allocation at WisdomTree Investments and I discuss the factors moving the market…
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SK Wealth - Episode 23 - Creating a Retirement Plan for your business
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While creating a retirement plan for your business may come with some confusion, Mac Richards, CFP joined by Grant Brown from Compensation Planning break down why it’s worthwhile. From tax savings, to attracting and retaining employees, it can be a very worthwhile investment in your business. Listen today to learn more about how to get started and …
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SK Wealth - Episode 22 - Managing Concentrated Positions
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You may receive an inheritance, stock options, restricted stock units (RSUs) or build a large position through an employee stock purchase plan (ESOP). This can lead to a large concentrated position. We discuss the risks, tax implications and strategies to manage a concentrated position. A proper plan incorporating tax-planning, investment strategy …
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SK Wealth - Episode 21 - Home Buying Planning and Strategies
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Purchasing a home can be a stressful process, especially if it's your first time. Join our Financial Planner, Mac Richards, as he reviews actionable steps you can take to prepare yourself and your finances for the home-buying journey.Oleh Matthew Neyland, CFA, CAIA
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SK Wealth - Episode 20 - Investment Mgmt pre & post-election 2020
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This is the definition of a unicorn presidential election. The policy goals of both candidates will have effects on the financial markets. I am joined by Giulio Martini, a Partner and Director od Strategic Asset Allocation at Lord Abbett to discuss these policies and their effects on the markets.Oleh Matthew Neyland, CFA, CAIA
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SK Wealth - Episode 19 - 2020 Investment Strategies & Outlook during COVID Pandemic
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In the midst of the COVID-19 pandemic, an update on our portfolio management strategies and our outlook for the road ahead in the financial markets.Oleh Matthew Neyland, CFA, CAIA
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