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.

This week, Andrew and Mac break down how to use open enrollment as a financial planning opportunity. They cover what to look for in health, life, and disability insurance, and discuss how FSAs and HSAs can stretch your dollars further.

Mac and Andrew discuss the most impactful financial moves to make in the 6 months before and after retirement. Join them as they share seven practical steps for a smooth transition into your next chapter.

2025 has been a year of rapid policy changes and surprising market adaptations. In this episode, Matt reviews Q3 performance and shares our Q4 market outlook.

Learn how to prepare mentally and emotionally for retirement with strategies to find purpose, create structure, and transition with confidence.

Learn how to manage concentrated stock positions with strategies to reduce risk, control taxes, and protect your wealth.

Avoid these common estate planning mistakes and protect your legacy with smart, ongoing planning.