SK Wealth's Solutions & Knowledge podcast
86 episodes - English - Latest episode: 15 days ago - ★★★★★ - 6 ratingsSK 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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Episodes
SK Wealth Solutions & Knowledge - Episode 19
July 23, 2020 13:36 - 16 minutes - 9.27 MB VideoIn the midst of the COVID-19 pandemic, an update on our portfolio management strategies and our outlook for the road ahead in the financial markets.
SK Wealth - Episode 19 - 2020 Investment Strategies & Outlook during COVID Pandemic
July 23, 2020 13:36 - 16 minutes - 9.27 MB VideoIn the midst of the COVID-19 pandemic, an update on our portfolio management strategies and our outlook for the road ahead in the financial markets.
SK Wealth Solutions & Knowledge Podcast #18
April 24, 2020 17:58 - 23 minutes - 21.3 MBWe continue our discussion on Long-Term Care Insurance (LTC) with Kim Muldoon from Starkweather & Shepley Insurance Brokerage. We covered background on LTC insurance in the previous episode and now we discuss who potentially will need LTC insurance, Costs of insurance and what products are available.
SK Wealth -Episode 18 - Long-Term Care Insurance - Costs & Products
April 24, 2020 17:58 - 23 minutes - 21.3 MBWe continue our discussion on Long-Term Care Insurance (LTC) with Kim Muldoon from Starkweather & Shepley Insurance Brokerage. We covered background on LTC insurance in the previous episode and now we discuss who potentially will need LTC insurance, Costs of insurance and what products are available.
SK Wealth - Episode 17 - Long-Term Care Insurance - What it is and How it Works
March 03, 2020 17:47 - 14 minutes - 13.7 MBLong-Term Care Insurance is an important financial planning tool that everyone should understand. We have divided the topic into two episodes to adequately cover the topic. This episode discusses what Long-Term Care Insurance is and how it works. I'm joined by Kim Muldoon an Assistant Vice President at Starkweather & Shelpey Insurance Brokerage to learn about this important topic.
SK Wealth Solutions & Knowledge Podcast #17
March 03, 2020 17:47 - 14 minutes - 13.7 MBLong-Term Care Insurance is an important financial planning tool that everyone should understand. We have divided the topic into two episodes to adequately cover the topic. This episode discusses what Long-Term Care Insurance is and how it works. I'm joined by Kim Muldoon an Assistant Vice President at Starkweather & Shelpey Insurance Brokerage to learn about this important topic.
SK Wealth Solutions & Knowledge Podcast Episode #15
February 04, 2020 15:47 - 18 minutes - 16.7 MBFICO is launching a new credit model in the summer of 2020. A whopping 110 million Americans will likely see their credit scores change. This is a great time to familiarize your self with how credit scores are calculated and used. I’m joined by Sean Hogan, Mortgage Banker and Sales Manager at Home Loan Investment Bank to discuss this important topic.
SK Wealth - Episode 15 - FICO Credit Score - How it's Calculated and Used by Lenders
February 04, 2020 15:47 - 18 minutes - 16.7 MBFICO is launching a new credit model in the summer of 2020. A whopping 110 million Americans will likely see their credit scores change. This is a great time to familiarize your self with how credit scores are calculated and used. I’m joined by Sean Hogan, Mortgage Banker and Sales Manager at Home Loan Investment Bank to discuss this important topic.
SK Wealth Solutions & Knowledge Podcast # 14
March 08, 2019 16:37 - 19 minutes - 17.4 MBMedicare Planning is important for everyone. It is a complex area and it's important to understand your options and to learn from other's experiences. To help us get a better understanding of Medicare Planning I am joined by Diana Desjardins, a healthcare professional that helps people with Medicare and health insurance plans and Michael DeCataldo, a partner at Sansiveri Kimball who is currently going through the medicare planning process.
SK Wealth - Episode 14 - Understanding Medicare Planning
March 08, 2019 16:37 - 19 minutes - 17.4 MBMedicare Planning is important for everyone. It is a complex area and it's important to understand your options and to learn from other's experiences. To help us get a better understanding of Medicare Planning I am joined by Diana Desjardins, a healthcare professional that helps people with Medicare and health insurance plans and Michael DeCataldo, a partner at Sansiveri Kimball who is currently going through the medicare planning process.
SK Wealth - Episode 13 - Investment Mgmt - Understanding Long-Term Market Trends
February 01, 2019 19:14 - 28 minutes - 26.1 MBIn this episode, we discuss some important trends in the financial markets that many individuals and investors are not aware of and their impact on the markets. We carried over a lot of uncertainty and noise from 2018 and it can make investors lose sight of important longer-term trends. To help us understand the trends and examine the important topics that will shape market performance in 2019, I'm joined by Blaine Robbins, Managing Director and Portfolio Manager at 361 Capital. He is the le...
SK Wealth Solutions & Knowledge podcast #13
February 01, 2019 19:14 - 28 minutes - 26.1 MBIn this episode, we discuss some important trends in the financial markets that many individuals and investors are not aware of and their impact on the markets. We carried over a lot of uncertainty and noise from 2018 and it can make investors lose sight of important longer-term trends. To help us understand the trends and examine the important topics that will shape market performance in 2019, I'm joined by Blaine Robbins, Managing Director and Portfolio Manager at 361 Capital. He is the le...
SK Wealth's Solutions & Knowledge podcast #12
November 01, 2018 15:09 - 22 minutes - 20.6 MBThe mid-term elections are creating a lot of buzz and adding to the recent financial markets volatility. Will the mi-term elections in the US sink the stock market? Markets will be closely watching the upcoming mid-term elections as shifts in the balance of power in Washington could have meaningful implications for fiscal policy and foreign relations. To gain insight into the mid-term elections and their impact on the markets, I am joined by John Tousley, Managing Director at Goldman Sachs i...
SK Wealth - Episode 12 - Investment Mgmt - Market Implications of Mid-Term Elections
November 01, 2018 15:09 - 22 minutes - 20.6 MBThe mid-term elections are creating a lot of buzz and adding to the recent financial markets volatility. Will the mi-term elections in the US sink the stock market? Markets will be closely watching the upcoming mid-term elections as shifts in the balance of power in Washington could have meaningful implications for fiscal policy and foreign relations. To gain insight into the mid-term elections and their impact on the markets, I am joined by John Tousley, Managing Director at Goldman Sachs i...
SK Wealth's Solutions & Knowledge podcast #11
October 02, 2018 18:33 - 19 minutes - 18.1 MBIn this episode we explore the world of obtaining a mortgage. A lot has changed in the mortgage market. Lenders have tightened credit standards, and the strength of the housing market has driven home prices higher. Also, the Federal Reserve has been on a steady schedule of raising short-term interest rates and plan to continue that path until at least the middle of 2019. To gain better insight into the mortgage market and discuss strategies, I am joined by Sean Hogan, Mortgage Banker and Sal...
SK Wealth - Episode 11 - Strategies for Obtaining a Mortgage
October 02, 2018 18:33 - 19 minutes - 18.1 MBIn this episode we explore the world of obtaining a mortgage. A lot has changed in the mortgage market. Lenders have tightened credit standards, and the strength of the housing market has driven home prices higher. Also, the Federal Reserve has been on a steady schedule of raising short-term interest rates and plan to continue that path until at least the middle of 2019. To gain better insight into the mortgage market and discuss strategies, I am joined by Sean Hogan, Mortgage Banker and Sal...
SK Wealth - Episode 10 - Tax Cuts and Jobs Act Impact on Divorce Planning
August 28, 2018 18:09 - 13 minutes - 12.2 MBThe new Tax Cuts and Jobs has significantly changed the divorce landscape. These changes impact taxes and potential outcomes for couples. To help us understand the changes and discuss potential strategies, I'm joined by Sarah Oster, an attorney at Oster Law Offices in Lincoln, RI and Cheryl Ethier, Certified Divorce Financial Analyst, Certified Financial Planner and CPA.
SK Wealth Solutions & Knowledge Podcast - Episode 10
August 28, 2018 18:09 - 13 minutes - 12.2 MBThe new Tax Cuts and Jobs has significantly changed the divorce landscape. These changes impact taxes and potential outcomes for couples. To help us understand the changes and discuss potential strategies, I'm joined by Sarah Oster, an attorney at Oster Law Offices in Lincoln, RI and Cheryl Ethier, Certified Divorce Financial Analyst, Certified Financial Planner and CPA.
SK Wealth Solutions & Knowledge Podcast - Episode 9
June 13, 2018 13:41 - 22 minutes - 15.9 MBIf you have ever thought about buying, renting, or selling a vacation home this episode covers it all. Mike Minore, Real Estate broker and co-owner of Coldwell Banker Pat Shultz Real Estate located in Provincetown MA takes us through the process, issues, and strategies.
SK Wealth - Episode 9 - Advice on Buying, Renting or Selling a Vacation Home
June 13, 2018 13:41 - 22 minutes - 15.9 MBIf you have ever thought about buying, renting, or selling a vacation home this episode covers it all. Mike Minore, Real Estate broker and co-owner of Coldwell Banker Pat Shultz Real Estate located in Provincetown MA takes us through the process, issues, and strategies.
SK Wealth - Episode 8 - Investment Mgmt - The Impact of Volatility on the Financial Markets
April 05, 2018 17:10 - 22 minutes - 21.9 MBVolatility is back in a big way in the financial markets. In this episode I will continue the discussion with Mike Arone, Managing Director and Chief Investment Strategist at State Street Global Advisors and Steve Antunes a certified financial planner and relationship manager at SK Wealth. We experienced the first 10% correction in 2 years following by a series of aftershocks. This has added uncertainty to the economy and the financial markets. Based on these changes to the landscape, we are...
SK Wealth Solutions & Knowledge Podcast - Episode 8
April 05, 2018 17:10 - 22 minutes - 21.9 MBVolatility is back in a big way in the financial markets. In this episode I will continue the discussion with Mike Arone, Managing Director and Chief Investment Strategist at State Street Global Advisors and Steve Antunes a certified financial planner and relations hip manager at SK Wealth. We experienced the first 10% correction in 2 years following by a series of aftershocks. This has added uncertainty to the economy and the financial markets. Based on these changes to the landscape, we ar...
SK Wealth - Episode 7 - Investment Mgmt - Strategies to Address Volatility and Changing Govt Policies
March 14, 2018 15:55 - 18 minutes - 20.9 MBThe return of volatility and changing government policies has suddenly created uncertainty in the financial markets. We will discuss these recent changes and thoughts on strategies to help investors cope with these changes. I am joined by Mike Arone, Managing Director and Chief Investment Strategist at State Street Global Advisors and Steve Antunes, a certified financial planner and relationship manager at SK Wealth Management. Steve's client base is diverse which provides him with a broad e...
SK Wealth Solutions & Knowledge Podcast - Episode 7
March 14, 2018 15:55 - 18 minutes - 20.9 MBThe return of volatility and changing government policies has suddenly created uncertainty in the financial markets. We will discuss these recent changes and thoughts on strategies to help investors cope with these changes. I am joined by Mike Arone, Managing Director and Chief Investment Strategist at State Street Global Advisors and Steve Antunes, a certified financial planner and relationship manager at SK Wealth Management. Steve's client base is diverse which provides him with a broad e...
SK Wealth - Episode 6 - Tax Cuts and Jobs Act Impact on Small and Medium-Sized Businesses
February 08, 2018 16:55 - 13 minutes - 13.6 MBIn this episode we continue the discussion on the new Tax Cuts and Jobs Act. However, in the episode we switch gears and discuss how the Act affects small and medium-sized businesses. The Act has been touted as a clear win for U.S. businesses, and while that might ring true for those that stand to pay a much lower corporate tax rate, the benefits for America's small and medium-sized businesses are a little more complicated to decipher. To gain insight on this topic, I am joined by a panel of...
SK Wealth Solutions & Knowledge Podcast - Episode 6
February 08, 2018 16:55 - 13 minutes - 13.6 MBIn this episode we continue the discussion on the new Tax Cuts and Jobs Act. However, in the episode we switch gears and discuss how the Act affects small and medium-sized businesses. The Act has been touted as a clear win for U.S. businesses, and while that might ring true for those that stand to pay a much lower corporate tax rate, the benefits for America's small and medium-sized businesses are a little more complicated to decipher. To gain insight on this topic, I am joined by a panel of...
SK Wealth Management Solutions & Knowledge Podcast - Episode 5
January 31, 2018 14:50 - 16 minutes - 15.6 MBIn this episode, we discuss the new Tax Cut and Jobs Act and how it will affect individual tax payers. Who wins and who loses? What strategies should you think about as you start your tax planning? I am joined by Michael DeCataldo, Managing Partner & Head of the Tax Group at Sansiveri Kimball & Co. LLP and Cheryl Ethier, Senior Relationship Manager at SK Wealth Management to discuss these important topics.
SK Wealth - Episode 5 - How Tax Cuts and Jobs Act Impact Individual Tax Payers
January 31, 2018 14:50 - 16 minutes - 15.6 MBIn this episode, we discuss the new Tax Cut and Jobs Act and how it will affect individual tax payers. Who wins and who loses? What strategies should you think about as you start your tax planning? I am joined by Michael DeCataldo, Managing Partner & Head of the Tax Group at Sansiveri Kimball & Co. LLP and Cheryl Ethier, Senior Relationship Manager at SK Wealth Management to discuss these important topics.
SK Wealth Solutions & Knowledge Podcast - Episode 4
December 01, 2017 20:54 - 16 minutes - 5.75 MBIn this episode, we celebrate the Season of Giving by discussing charitable gift planning. Cheryl Ethier, Senior Client Relationship Manager at SK Wealth, has a discussion with Stephanie Diamond, Managing Director and Charitable Planning Consultant at Schwab Charitable. Also, in our Long View Segment we give an update on some current events effecting the markets both in the near-term and in the long-term.
SK Wealth - Episode 4 - Charitable Gift Planning
December 01, 2017 20:54 - 16 minutes - 5.75 MBIn this episode, we celebrate the Season of Giving by discussing charitable gift planning. Cheryl Ethier, Senior Client Relationship Manager at SK Wealth, has a discussion with Stephanie Diamond, Managing Director and Charitable Planning Consultant at Schwab Charitable. Also, in our Long View Segment we give an update on some current events effecting the markets both in the near-term and in the long-term.
SK Wealth - Episode 3 - Environmental, Social and Governance Investing
October 11, 2017 19:08 - 18 minutes - 22.4 MBWe take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Abdur Nimeri, PhD, Senior VP and Senior Strategist at Northern Trust. Abdur has been instrumental in developing Environmental, Social & Governance (ESG) investment products at Northern Trust and FlexShares their ETF provider. We discuss the growing revolution of ESG investing, how it is shaping the behavior of corporate management, and how to implement ESG concepts ...
SK Wealth Solutions & Knowledge Podcast - Episode 3
October 11, 2017 19:08 - 18 minutes - 22.4 MBWe take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Abdur Nimeri, PhD, Senior VP and Senior Strategist at Northern Trust. Abdur has been instrumental in developing Environmental, Social & Governance (ESG) investment products at Northern Trust and FlexShares their ETF provider. We discuss the growing revolution of ESG investing, how it is shaping the behavior of corporate management, and how to implement ESG concepts ...
SK Wealth Solutions & Knowledge Podcast - Episode 2
September 01, 2017 14:02 - 24 minutes - 17.4 MBWe take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Kathleen McQuiggan, a longtime advocate for advancing women in leadership and women & wealth initiatives. We give an update on the financial markets with an emphasis on the future direction of the markets. We also discuss a real life story of a woman who faced a life changing event and how we helped her through it.
SK Wealth - Episode 2 - Advancing Women in Leadership and Women and Wealth Initiatives
September 01, 2017 14:02 - 24 minutes - 17.4 MBWe take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Kathleen McQuiggan, a longtime advocate for advancing women in leadership and women & wealth initiatives. We give an update on the financial markets with an emphasis on the future direction of the markets. We also discuss a real life story of a woman who faced a life changing event and how we helped her through it.
SK Wealth - Episode 1 - Behavioral Finance and Effects on Individual Investing Behavior
July 14, 2017 15:31 - 15 minutes - 5.44 MBSK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. In this episode: We interview Bob Schmidt, Brandes Institute, on the behavioral finance and its effects on individual's investing behavior. Long View - Review of the financial markets with an emphasis on topics and issues that will affect the future direction of the markets. Success Story - an actual success story where SK Wealth ...
Episode 1
July 14, 2017 15:31 - 15 minutes - 5.44 MBSK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. In this episode: We interview Bob Schmidt, Brandes Institute, on the behavioral finance and its effects on individual's investing behavior. Long View - Review of the financial markets with an emphasis on topics and issues that will affect the future direction of the markets. Success Story - an actual success story where SK Wealth ...