Whether retirement is around the corner or decades away, people generally have a good idea of what they're retiring FROM: a successful career, cherished colleagues, and professional identity. But have you considered what you're retiring TO?

Traditional retirement planning, or what we like to call "default retirement mode," tells us that our Golden Years are a time to just relax, travel a little bit, and maybe pick up golf or crochet. What if your spouse is still working, so you can't travel like you would like to? What if your identity is rooted in your work, either because you truly love it, or because you never got around to building the life you really wanted for yourself?

The people who thrive in retirement aren't necessarily the ones with the most money or the most time on the golf course; they're the ones with the clearest sense of purpose, strong relationships, and a vision of what they want their next chapter to look like. This is why simply spending your retirement "not working" is not enough.

In this episode, Andrew Wong, CFP®, joins the conversation to discuss how retirement planning should be about more than just money and the outcome of which will vary widely based on a retiree's lifestyle, goals, and expectations. What are you retiring to?

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Is your business — the very thing you built to have more freedom — consuming all of your wealth, energy, and identity? While early-stage entrepreneurs can easily lose the flexibility they sought in the endless pursuit of "the next level," late-career business owners face their own strange contradictions. Everything looks great on paper, but personally, the thought of stepping away is both exciting and disorienting. Successful exits aren't just about creating bigger piles of money or boundless free time.

Regardless of the phase you're in today, successful entrepreneurship is about addressing the complexity of planning a new life and identity, redefining structure, connection, and meaning. In what ways are you investing in your future today to make your next phase feel more meaningful, not just financially secure?

SK Wealth Partner Mac Richards and CEO Jason Archambault walk through the lifecycle of a business owner — the emotional, identity-driven, lumpy, non-linear experience — from laying the foundation and scaling to the eventual exit. Listen as they explore the hidden tensions most business owners carry, like "Am I building personal wealth or just a bigger company at an unsustainable pace?" and "If I don't have my business, who am I?"

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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?"

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The price of gold per troy ounce has more than doubled since the start of the pandemic. What's driving this dramatic shift in gold valuation, and what does this mean for your portfolio? SK Wealth's Chief Investment Officer, Matthew Neyland, sits down with Aakash Doshi, Head of Gold Strategy at State Street Investment Management, to discuss the geopolitical forces influencing the gold market, explore gold as an asset class, and understand how it can be deployed in an investment portfolio. Subscribe to be among the first to know about future episodes.

Despite political and regulatory challenges, ESG investing remains a popular option for investors who want to combine their commitment to intentional living and pioneering investment strategies.

In this episode, first released in July 2024, Matt explores how to use ESG data effectively to align investment strategies with your values. Learn about the impact of ESG on both risk management and long-term performance, and discover strategies for incorporating ESG principles into your investment approach to make a positive impact. The discussion remains relevant today and will continue to resonate with those who want to activate their values within their portfolios.

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There's a new savings account for kids getting a lot of attention right now, and you've probably already heard the name. But are Trump Accounts actually better than the savings options that already exist? This week, Mac and Jason break down exactly what Trump Accounts are, how they work, and where they may fall short compared to existing tools. Don't forget to subscribe for more practical advice from the SK team!

Financial scams are more sophisticated than ever, but understanding how modern scammers operate can help you protect your wealth and peace of mind. This week, Mac and Jason break down the most common types of financial scams, explain the psychological tactics scammers use, and share practical steps you can take when something feels off.

In 2025, international stocks outperformed the U.S. for the first time in 15 years. This week, the experts at SK Wealth share their 2026 outlook. They cover earnings expectations, inflation pressures, and why diversification beyond U.S. markets matters more than ever.

Welcome to our 100th episode! We're celebrating by introducing you to the SK Wealth team. Hear what makes each team member proud to do this work, their unexpected hobbies, and what drives their passion for helping clients. Get to know the people behind the plans. Don't forget to subscribe for more from the SK team!

This week, Mac and Jason discuss how to shift from saving to spending in retirement. They share practical strategies for intentional spending across family support, charitable giving, and personal enjoyment.