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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 l... more
FAQs about SK Wealth's Solutions & Knowledge podcast:How many episodes does SK Wealth's Solutions & Knowledge podcast have?The podcast currently has 108 episodes available.
July 23, 2020SK Wealth - Episode 19 - 2020 Investment Strategies & Outlook during COVID PandemicIn 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....more17minPlay
April 24, 2020SK Wealth -Episode 18 - Long-Term Care Insurance - Costs & ProductsWe 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 now we discuss who potentially will need LTC insurance, Costs of insurance and what products are available....more24minPlay
March 03, 2020SK Wealth - Episode 17 - Long-Term Care Insurance - What it is and How it WorksLong-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 discusses what Long-Term Care Insurance is and how it works. I'm joined by Kim Muldoon an Assistant Vice President at Starkweather & Shelpey Insurance Brokerage to learn about this important topic....more15minPlay
February 04, 2020SK Wealth - Episode 15 - FICO Credit Score - How it's Calculated and Used by LendersFICO 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 credit scores are calculated and used. I'm joined by Sean Hogan, Mortgage Banker and Sales Manager at Home Loan Investment Bank to discuss this important topic....more19minPlay
March 08, 2019SK Wealth - Episode 14 - Understanding Medicare PlanningMedicare 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 Medicare Planning I am joined by Diana Desjardins, a healthcare professional that helps people with Medicare and health insurance plans and Michael DeCataldo, a partner at Sansiveri Kimball who is currently going through the medicare planning process. ...more20minPlay
February 01, 2019SK Wealth - Episode 13 - Investment Mgmt - Understanding Long-Term Market TrendsIn 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 uncertainty and noise from 2018 and it can make investors lose sight of important longer-term trends. To help us understand the trends and examine the important topics that will shape market performance in 2019, I'm joined by Blaine Robbins, Managing Director and Portfolio Manager at 361 Capital. He is the lead portfolio manager of the 361 Macro Opportunity Fund and was a portfolio manager of four mutual funds at Janus Capital Group....more29minPlay
November 01, 2018SK Wealth - Episode 12 - Investment Mgmt - Market Implications of Mid-Term ElectionsThe 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 watching the upcoming mid-term elections as shifts in the balance of power in Washington could have meaningful implications for fiscal policy and foreign relations. To gain insight into the mid-term elections and their impact on the markets, I am joined by John Tousley, Managing Director at Goldman Sachs in the Market Strategy Team of Strategic Advisory Solutions....more23minPlay
October 02, 2018SK Wealth - Episode 11 - Strategies for Obtaining a MortgageIn 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 home prices higher. Also, the Federal Reserve has been on a steady schedule of raising short-term interest rates and plan to continue that path until at least the middle of 2019. To gain better insight into the mortgage market and discuss strategies, I am joined by Sean Hogan, Mortgage Banker and Sales Manager at Home Loan Investment Bank. Sean is a 20-year residential mortgage veteran who has helped people obtain financing to purchase their dream home or refinance an existing one....more20minPlay
August 28, 2018SK Wealth - Episode 10 - Tax Cuts and Jobs Act Impact on Divorce PlanningThe 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 strategies, I'm joined by Sarah Oster, an attorney at Oster Law Offices in Lincoln, RI and Cheryl Ethier, Certified Divorce Financial Analyst, Certified Financial Planner and CPA....more14minPlay
June 13, 2018SK Wealth - Episode 9 - Advice on Buying, Renting or Selling a Vacation HomeIf 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 located in Provincetown MA takes us through the process, issues, and strategies....more23minPlay
FAQs about SK Wealth's Solutions & Knowledge podcast:How many episodes does SK Wealth's Solutions & Knowledge podcast have?The podcast currently has 108 episodes available.