Beyond Inheritance: Intentional and Holistic Estate Planning

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.

Trump Accounts Explained - SK Wealth Solutions & Knowledge Podcast

There's a new savings account for kids getting a lot of attention right now, and you've probably already heard the name. But are Trump Accounts actually better than the savings options that already exist? This week, Mac and Jason break down exactly what Trump Accounts are, how they work, and where they may fall short compared to existing tools. Don't forget to subscribe for more practical advice from the SK team!

Financial Scams

Financial scams are more sophisticated than ever, but understanding how modern scammers operate can help you protect your wealth and peace of mind. This week, Mac and Jason break down the most common types of financial scams, explain the psychological tactics scammers use, and share practical steps you can take when something feels off.