『SK Wealth's Solutions & Knowledge podcast』のカバーアート

SK Wealth's Solutions & Knowledge podcast

SK Wealth's Solutions & Knowledge podcast

著者： Matthew Neyland CFA CAIA
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このコンテンツについて

 SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover financial planning, estate planning, investing, taxes, divorce issues, and many other topics that affect your financial life. 個人ファイナンス 経済学
エピソード
  • Estate Planning with Higher Interest Rates

    Estate Planning with Higher Interest Rates
    2025/06/09

    Rising interest rates aren’t all bad news, especially when it comes to estate planning. In this episode, Jason and Mac discuss three powerful strategies that thrive in a high-rate environment: QPRTs, CRATs, and GRITs. These aren't your everyday tools, but they could help you pass on wealth more efficiently, reduce taxes, and preserve your legacy. If you're serious about intentional wealth transfer, this one's for you.
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    10 分
  • How Much Money Is Enough Money? Define Your Enough

    How Much Money Is Enough Money? Define Your Enough
    2025/05/26

    What if financial independence isn’t a finish line, but a mindset? In this episode, Jason and Mac unpack the question: How much is enough? Learn how to define your personal “enough,” align your wealth with your values, and stop chasing more just for the sake of it. Sometimes, freedom starts with more clarity, not more money.
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    14 分
  • Navigating Money & Meaning After Divorce or Loss - Episode 85

    Navigating Money & Meaning After Divorce or Loss - Episode 85
    2025/05/12

    This week, Jason and Mac discuss the challenging journey of financial planning after divorce or losing a spouse. They share insights on managing the overwhelming feelings that come with major life transitions and offer practical steps to regain financial clarity. Rebuilding your financial life isn't just about the numbers. It's about aligning your resources with what matters most to you now. Don't forget to subscribe for more practical advice from the SK team!
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    14 分

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