The Lifecycle of a Business Owner: Smart Financial Planning at Every Stage, from Foundation and Scaling to Exit

Finding Meaning in Retirement: The Mindset Shift Most People Miss

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? Don't forget to subscribe to be the first to hear new episodes.

The Lifecycle of a Business Owner: Smart Financial Planning at Every Stage, from Foundation and Scaling to Exit

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?" Don't forget to subscribe to be the first to hear new episodes.

Beyond Inheritance: Intentional and Holistic Estate Planning

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?" Don't forget to subscribe to be the first to hear new episodes.

What's Going On With Gold?

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.

ENCORE: ESG Investing

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. New episodes of the SK Wealth podcast are released monthly, so don't forget to subscribe.