SK Wealth's Solutions & Knowledge podcast

Beyond Inheritance: Intentional and Holistic Estate Planning


Listen Later

Does your estate plan reflect your actual values, or is it an amalgam of what you think an estate plan "should" be? When you're following someone else's blueprint (whether it's your neighbor's, your parents', or society's), you risk building a plan that looks right on paper, but doesn't reflect what matters to you. In this episode, SK Wealth Partner Mac Richards and Client Relationship Manager Andrew Cayer introduce the concept of intentional estate planning. You'll learn what it is and come away asking yourself the question that really matters: "Am I building a plan that reflects my values, or one I inherited unknowingly?"

Don't forget to subscribe to be the first to hear new episodes.

...more
View all episodesView all episodes
Download on the App Store

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

  • 5
  • 5
  • 5
  • 5
  • 5

5

7 ratings


More shows like SK Wealth's Solutions & Knowledge podcast

View all
Pivot by New York Magazine

Pivot

9,625 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,490 Listeners