Podcasts by SK Wealths Solutions
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.
Further podcasts by Matthew Neyland, CFA, CAIA
Podcast on the topic Geldanlage
All episodes
SK Wealth - Episode 39 - Creating a Bonus Plan for Employees from 2023-12-11T11:00
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 episo...
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SK Wealth - Episode 38 - Retirement Plans for Business Owners from 2023-11-27T11:00
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 ...
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SK Wealth - Episode 37 - A Guide to Nonqualified Deferred Compensation Plans from 2023-11-13T11:00
Welcome to the latest episode of the SK Wealth Solutions and Knowledge podcast. Join Rebecca Allen and Andrew Cayer, Certified Financial Planners at SK Wealth Management, as they explo...
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SK Wealth - Episode 36 - Restricted Stock Units: Everything You Need To Know from 2023-10-31T10:30
On today’s episode of the SK Wealth podcast, Jason and Mac dive into the world of Restricted Stock Units (RSUs) to help you simplify your complex compensation package. Hear about the b...
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SK Wealth - Episode 35 - Employee Stock Options Explained from 2023-10-17T10:00
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SK Wealth - Episode 34 - Estate Planning a Key to a Strong Financial Plan from 2023-03-01T19:57:24
When's the last time you thought about your estate planning documents? There ...
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SK Wealth - Episode 33 - Cybersecurity - Steps to protect you and your family from cybercrime from 2022-08-25T17:08:14
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 cybercrimi...
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SK Wealth - Episode 32 - Direct Indexing - What it is and its growing use in Portfolios from 2022-06-23T20:21:51
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....
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SK Wealth - Episode 31 - ESG Investing Trends and How To Use In Portfolios from 2022-05-12T17:22:15
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 ...
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SK Wealth - Episode 30 - Financial Planning Strategies During a Turbulent Market from 2022-04-04T14:49:26
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 C...
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SK Wealth - Episode 29 - Alternative Assets and Strategies - What are they and using them in Portfolios from 2022-03-21T14:42:43
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 fo...
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SK Wealth - Episode 28 - 2022 Financial Markets Outlook from 2022-01-18T21:16:32
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 F...
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Sk Wealth - Episode 27 - Medicare Open Enrollment Info from 2021-10-22T15:14:52
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 accessi...
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SK Wealth - Episode 26 - Cryptocurrencies and Blockchain Technology - Are these investment types something to add to your portfolio? from 2021-09-09T19:01:05
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...
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SK Wealth - Episode 25 - Cryptocurrencies and Blockchain Technoloy - Currently and the Future from 2021-08-03T17:59:19
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 regulato...
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SK Wealth - Episode 24 - Financial Markets Turmoil - Why it's Happening and the Outlook from 2021-04-08T19:56:28
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 s...
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SK Wealth - Episode 23 - Creating a Retirement Plan for your business from 2021-03-23T14:08:51
SK Wealth - Episode 22 - Managing Concentrated Positions from 2020-12-16T19:36:02
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 posit...
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SK Wealth - Episode 21 - Home Buying Planning and Strategies from 2020-10-29T18:47:55
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 yo...
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SK Wealth - Episode 20 - Investment Mgmt pre&post-election 2020 from 2020-10-05T16:28:19
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 o...
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SK Wealth - Episode 19 - 2020 Investment Strategies&Outlook during COVID Pandemic from 2020-07-23T13:36:44
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.
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SK Wealth -Episode 18 - Long-Term Care Insurance - Costs&Products from 2020-04-24T17:58:38
We continue our discussion on Long-Term Care Insurance (LTC) with Kim Muldoon from Starkweather & Shepley Insurance Brokerage. We covered background on LTC insurance in the previous episode and ...
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SK Wealth - Episode 17 - Long-Term Care Insurance - What it is and How it Works from 2020-03-03T17:47:53
Long-Term Care Insurance is an important financial planning tool that everyone should understand. We have divided the topic into two episodes to adequately cover the topic. This episode discusse...
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SK Wealth - Episode 15 - FICO Credit Score - How it's Calculated and Used by Lenders from 2020-02-04T15:47:52
FICO is launching a new credit model in the summer of 2020. A whopping 110 million Americans will likely see their credit scores change. This is a great time to familiarize your self with how cr...
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SK Wealth - Episode 14 - Understanding Medicare Planning from 2019-03-08T16:37:23
Medicare Planning is important for everyone. It is a complex area and it's important to understand your options and to learn from other's experiences. To help us get a better understanding of Me...
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SK Wealth - Episode 13 - Investment Mgmt - Understanding Long-Term Market Trends from 2019-02-01T19:14:12
In this episode, we discuss some important trends in the financial markets that many individuals and investors are not aware of and their impact on the markets. We carried over a lot of uncertai...
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SK Wealth - Episode 12 - Investment Mgmt - Market Implications of Mid-Term Elections from 2018-11-01T15:09:56
The mid-term elections are creating a lot of buzz and adding to the recent financial markets volatility. Will the mi-term elections in the US sink the stock market? Markets will be closely watch...
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SK Wealth - Episode 11 - Strategies for Obtaining a Mortgage from 2018-10-02T18:33:40
In this episode we explore the world of obtaining a mortgage. A lot has changed in the mortgage market. Lenders have tightened credit standards, and the strength of the housing market has driven...
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SK Wealth - Episode 10 - Tax Cuts and Jobs Act Impact on Divorce Planning from 2018-08-28T18:09:05
The new Tax Cuts and Jobs has significantly changed the divorce landscape. These changes impact taxes and potential outcomes for couples. To help us understand the changes and discuss potential ...
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SK Wealth - Episode 9 - Advice on Buying, Renting or Selling a Vacation Home from 2018-06-13T13:41:07
If you have ever thought about buying, renting, or selling a vacation home this episode covers it all. Mike Minore, Real Estate broker and co-owner of Coldwell Banker Pat Shultz Real Estate loca...
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SK Wealth - Episode 8 - Investment Mgmt - The Impact of Volatility on the Financial Markets from 2018-04-05T17:10:19
Volatility is back in a big way in the financial markets. In this episode I will continue the discussion with Mike Arone, Managing Director and Chief Investment Strategist at State Street Global...
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SK Wealth - Episode 7 - Investment Mgmt - Strategies to Address Volatility and Changing Govt Policies from 2018-03-14T15:55:16
The return of volatility and changing government policies has suddenly created uncertainty in the financial markets. We will discuss these recent changes and thoughts on strategies to help inves...
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SK Wealth - Episode 6 - Tax Cuts and Jobs Act Impact on Small and Medium-Sized Businesses from 2018-02-08T16:55:28
In this episode we continue the discussion on the new Tax Cuts and Jobs Act. However, in the episode we switch gears and discuss how the Act affects small and medium-sized businesses. The Act ha...
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SK Wealth - Episode 5 - How Tax Cuts and Jobs Act Impact Individual Tax Payers from 2018-01-31T14:50:38
In this episode, we discuss the new Tax Cut and Jobs Act and how it will affect individual tax payers. Who wins and who loses? What strategies should you think about as you start your tax planni...
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SK Wealth - Episode 4 - Charitable Gift Planning from 2017-12-01T20:54:12
In this episode, we celebrate the Season of Giving by discussing charitable gift planning. Cheryl Ethier, Senior Client Relationship Manager at SK Wealth, has a discussion with Stephanie Diamond...
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SK Wealth - Episode 3 - Environmental, Social and Governance Investing from 2017-10-11T19:08:09
We take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Abdur Nimeri, PhD, Senior VP and Senior Strategist at Northern Tru...
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SK Wealth - Episode 2 - Advancing Women in Leadership and Women and Wealth Initiatives from 2017-09-01T14:02:21
We take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Kathleen McQuiggan, a longtime advocate for advancing women in lea...
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SK Wealth - Episode 1 - Behavioral Finance and Effects on Individual Investing Behavior from 2017-07-14T15:31:02
SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances.
In this episode:
We inte...
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