SK Wealth's Solutions & Knowledge podcast

Hosted by Matthew Neyland, CFA, CAIA

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Episodes

100

Latest episode

Oct 2026

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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.

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60 recent

November 5, 2026Episode 11131 min

Challenging the Top Financial Misconceptions We Hear

Are you making financial decisions based on what works for you and your life? Or simply what you've absorbed as the "right" way to do things? For many of us, our family, friends, or algorithms may have shaped our decision-making, creating assumptions and rules-of-thumb we live by. Notions like, "I should get out of the market before retirement to protect my savings." Or, "I have plenty of time to figure out my executive compensation ." Or, "I need to reinvest everything back into my business." These ideas aren't necessarily "bad." They may have even helped you build wealth. But what got you here may not be what protects you, your assets, or your options going forward. What happens when these assumptions create unnecessary risk? Or severely limit your future flexibility? Instead of following someone else's set of rules (or even a set of rules you've since claimed as your own), what if you examined the assumptions behind your decisions and whether they are actually serving you and your values? Are you making your financial decisions intentionally? Or based upon a set of "rules" you've unknowingly inherited?

October 1, 2026Episode 11141 min

Love and Money: Conversations for Couples Before, During, and After Building a Life Together

Money is going to be part of almost every long-term relationship, whether you enjoy talking about it or not. But avoiding the topic because you're afraid to start an argument, you're embarrassed by past decisions, or you think your approaches will differ doesn't make it any easier. And when established money rules you've inherited from your parents or society don't match, it gets even trickier. In this episode, Mac and Andrew challenge some of the defaults around couples and money, sharing key conversations to tackle before merging finances, when something disrupts your joint plan, and when becoming suddenly single may mean learning how to manage finances alone for the first time. From defining what "fair" looks like in the relationship to ensuring both partners can answer the big financial questions (e.g., Where are our accounts? What do we own?), the goal isn't a conventional financial household, but one that fosters understanding and supports what you're actually building together. What money conversations have you been avoiding with your spouse or partner?

September 3, 2026Episode 11026 min

Financial Planning Considerations for Those Building Wealth Solo

What happens when your life doesn't follow a traditional path? Most traditional financial planning is geared toward couples with children. From widows to the childless by choice and members of the LGBTQ+ community, many paths may not include the conventional spouse, 2.5 kids, and 30-year mortgage. While managing wealth as a single person brings with it some unique considerations, it's also an invitation to design with intention. Having the final vote on how you spend, invest, and build your legacy is extremely freeing. It also requires diligent decision-making when you don't have built-in support systems and supplemental income to fall back on. In this episode, we discuss special planning considerations for those building wealth solo, from creating your own version of a retirement to setting goals that reflect your values, not society's expectations.

August 6, 2026Episode 10924 min

The Family Conversation Every Estate Plan Needs

If you passed tomorrow, would your wishes be clear to your family? Most estate plans check the legal boxes but few cover the human ones. You may have been taught you should never talk about money — or death. But if you've avoided both topics, your family may be left with more questions than answers after you pass. In this episode, we challenge the misconception that estate planning is just about passing on the biggest inheritance to the next generation. What if you're not dying with too little but too much — and how are those traditional assumptions affecting your life today? We've found open planning conversations with family help create clarity, preparing heirs before they need it. More than what you'll leave behind, a thoughtful estate plan becomes your permission slip, a tool to live your life today while creating support for the people you care about in the future. What are the uncomfortable conversations you've been avoiding?

July 7, 2026Episode 10818 min

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.

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!