SK Wealth's Solutions & Knowledge podcast

Combine your generosity of spirit with your track record of smart investing to make a real difference in the world. Join Jason and Mac this week to learn innovative approaches to blending financial strategy with social change through non-traditional charitable and political giving. In this episode, we’ll discuss impact investing, program-related investments, and crowdfunding. Gai

As a successful business owner, how and when to transfer your business to your kids is a significant, complex decision. This week, the guys talk about how to transition ownership to your family. Whether selling or gifting your company, Mac and Jason look closely at pros and cons of each approach through the lens of family dynamics and your retirement goals. They’ll guide you thro

Juggling life, kids, and money makes planning for college feel overwhelming, but it's super easy to start and maintain! It’s totally normal to feel the weight of tuition prices and unsure about how to give your children the best opportunity to succeed. Mac and Andrew are here to walk you through getting started, and how to keep it going through all of life’s changes. Tune in to

Raising financially savvy kids is hard, especially with so much flashy marketing competing for their attention and cash. Financial literacy is essential, but it's largely neglected in school so you’re left to fill the void. In this episode, Mac and Andrew offer practical strategies for teaching your kids about budgeting, banking, saving, taxes, and debt. They also discuss the imp

As a first-time homebuyer, your kid may have limited resources. You’d like to be able to help, but what's the right way? This week, Mac and Andrew dig into the different strategies to help your child buy their first home, exploring IRS thresholds for cash gifts or the tax benefits of becoming your kid’s landlord. They’ll guide you through the emotional decision-making process

Teaching your kids about saving and investing now will help them make the smart decisions to thrive in the future. And they’re never too young to start. In this episode, Mac and Andrew discuss how to create a language around money and financial concepts from a very early age that leads to open communication and collaboration as they grow. They talk about some fun ways to get your

If your RSUs are about to vest, you know the tax implications can be complicated. How you decide to act is so important. Andrew and Mac are here to help you feel more confident in your next steps so you can get the most out of what you’ve worked so hard to earn. In this episode, the guys will talk about how and when RSUs are taxed, what types of tax treatments are used, and under

Giving to charities and nonprofits feels great, and with the right philanthropic strategy, you can create a legacy of giving. Today, we talk about the art of aligning donation strategies with your financial plan. Learn about the simplicity of cash donations, the benefits of bequests through wills or trusts, and other examples of strategic philanthropic planning. If you haven’t hi

Moving into the executive suite is exciting, as is the compensation you'll be receiving for the extra responsibility you’re taking on. Executive compensation plans are constructed to make sure you’re well taken care of, but they can be complicated. It’s up to you to understand the details in order to make the most out of these new compensation insturments and benefits. This w

You’ve set out on a new career adventure and have received a few job offers, so how do you decide? Whether you're a seasoned professional or just starting out, this episode equips you with the knowledge to seize the right opportunities and propel your career to new heights. This week, Andrew and Mac are with you to discuss salary structures, health care and family benefits, and s