SK Wealth's Solutions & Knowledge podcast

Think commercial real estate is out of reach? Matt shows you how REITs let you invest in real estate without becoming a property manager. Learn how REITs can generate income, offer portfolio diversification, protect against inflation, and keep your investments flexible. Tune in to explore the types of REITs, how they work, and why they could be your next strategic move. Subscribe for more insights from the SK team that could change your investment game!

When evaluating your investment risk profile, you could be missing half the picture. Risk tolerance and risk capacity assess distinctly different aspects of your life to determine your risk profile. In this week's episode, Andrew explains the differences between the two and shows you how they work together to help guide your investment strategy. Tune in to learn about the two-dimensional approach to risk tolerance and some real-life examples that illustrate why this approach is a smart one. Don't miss out—subscribe for more expert financial guidance!

Annuities often spark debate – are they a valuable investment or a financial misstep? This week, Mac strips away the hype and confusion and provides a clear, unbiased look at annuities. In this episode, get to know the different types of annuities – immediate, fixed, indexed, and variable – and the unique benefits and potential pitfalls of each. Through real-life examples and expert insights, you'll learn when annuities are a wise choice and how to integrate them into your financial plan. Tune in to gain a working understanding of annuities so you can make informed decisions about your financial future. Subscribe now and visit skwealth.com for more resources!

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 your assets from ending up in unintended hands. Hear real-life examples and practical advice to keep your hard-earned wealth within the family. Hit subscribe to stay informed on how to protect what matters most.

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 understanding increased costs-of-living. Tune in for real-life stories of clients who successfully navigated this transition and gain practical advice on building your own comprehensive financial plan.

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 away from the workforce. Gain practical tips on budgeting, maximizing income, and developing an estate plan. This episode is your ticket to financial empowerment and living life on your terms, tomorrow and today. Hit that subscribe button so you don't miss the next episode!

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 the benefits of diversification, simplicity, and automatic rebalancing, and consider key factors like fees and risk tolerance. Tune in for actionable advice for establishing investments that are well-managed and aligned with your long-term financial goals. Remember to tap that subscribe button for upcoming Season 4 SK insights.

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 effectively to align investment strategies with your values. Learn about the impact of ESG on both risk management and long-term performance, and strategies for incorporating ESG principles into your investment approach to make a positive impact. And don't forget to subscribe!

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 independence. This episode equips you with practical insights to approach divorce proceedings with clarity and foresight. Tune in for expert guidance tailored to empower your financial decisions, and don't forget to subscribe so you don't miss any of season 4!

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 advice for transitioning to life beyond business leadership. Tune in to hear about common challenges for entrepreneurs stepping down, and some strategies that will help you plan for a happy, fulfilling retirement. If you haven't already, hit that subscribe button. You don't want to miss any helpful insights from this dedicated team.

Resources mentioned in this episode: From Strength to Strength by Arthur C. Brooks