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SK Wealth's Solutions & Knowledge podcast

SK Wealth's Solutions & Knowledge podcast

Hosted by Matthew Neyland, CFA, CAIA

BusinessExplicit

Episodes

100

Latest episode

Jun 2026

Language

EN

About the show

SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.

Listen to episodes

60 recent
June 2, 2026Episode 10722 min

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.

May 4, 2026Episode 10620 min

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.

April 30, 2026Episode 10514 min

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.

April 22, 2026Episode 1048 min

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.

March 2, 2026Episode 10312 min

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!

February 9, 2026Episode 10217 min

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.

January 26, 2026Episode 10110 min

Navigating the Evolving Financial Landscape in 2026

In 2025, international stocks outperformed the U.S. for the first time in 15 years. This week, the experts at SK Wealth share their 2026 outlook. They cover earnings expectations, inflation pressures, and why diversification beyond U.S. markets matters more than ever.

December 15, 2025Episode 10029 min

Our 100th Episode

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!

December 1, 2025Episode 9915 min

Intentional Spending: Money as a Tool

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.

November 10, 2025Episode 9817 min

Open Enrollment

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.

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