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SK Wealth's Solutions & Knowledge podcast
18 minutes | Apr 8, 2021
SK Wealth - Episode 24 - Financial Markets Turmoil - Why it's Happening and the Outlook
Why are the financial markets behaving so differently this year? Many of the stocks that have led the market over the last few years are struggling in 2021. The bond market is off to its worst start to a year this century. Joseph Tenaglia an Associate Director of Asset Allocation at WisdomTree Investments and I discuss the factors moving the markets and what the road ahead looks like for the economy and the financial markets.
10 minutes | Mar 23, 2021
SK Wealth - Episode 23 - Creating a Retirement Plan for your business
While creating a retirement plan for your business may come with some confusion, Mac Richards, CFP joined by Grant Brown from Compensation Planning break down why it’s worthwhile. From tax savings, to attracting and retaining employees, it can be a very worthwhile investment in your business. Listen today to learn more about how to get started and what federal incentives are available to you.
23 minutes | Dec 16, 2020
SK Wealth - Episode 22 - Managing Concentrated Positions
You may receive an inheritance, stock options, restricted stock units (RSUs) or build a large position through an employee stock purchase plan (ESOP). This can lead to a large concentrated position. We discuss the risks, tax implications and strategies to manage a concentrated position. A proper plan incorporating tax-planning, investment strategy and risk management will protect your wealth.
11 minutes | Oct 29, 2020
SK Wealth - Episode 21 - Home Buying Planning and Strategies
Purchasing a home can be a stressful process, especially if it's your first time. Join our Financial Planner, Mac Richards, as he reviews actionable steps you can take to prepare yourself and your finances for the home-buying journey.
27 minutes | Oct 5, 2020
SK Wealth - Episode 20 - Investment Mgmt pre & post-election 2020
This is the definition of a unicorn presidential election. The policy goals of both candidates will have effects on the financial markets. I am joined by Giulio Martini, a Partner and Director od Strategic Asset Allocation at Lord Abbett to discuss these policies and their effects on the markets.
17 minutes | Jul 23, 2020
SK Wealth - Episode 19 - 2020 Investment Strategies & Outlook during COVID Pandemic
In 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.
23 minutes | Apr 24, 2020
SK Wealth -Episode 18 - Long-Term Care Insurance - Costs & Products
We 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.
15 minutes | Mar 3, 2020
SK Wealth - Episode 17 - Long-Term Care Insurance - What it is and How it Works
Long-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.
18 minutes | Feb 4, 2020
SK Wealth - Episode 15 - FICO Credit Score - How it's Calculated and Used by Lenders
FICO 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.
19 minutes | Mar 8, 2019
SK Wealth - Episode 14 - Understanding Medicare Planning
Medicare 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.
29 minutes | Feb 1, 2019
SK Wealth - Episode 13 - Investment Mgmt - Understanding Long-Term Market Trends
In 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 lead portfolio manager of the 361 Macro Opportunity Fund and was a portfolio manager of four mutual funds at Janus Capital Group.
22 minutes | Nov 1, 2018
SK Wealth - Episode 12 - Investment Mgmt - Market Implications of Mid-Term Elections
The 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 in the Market Strategy Team of Strategic Advisory Solutions.
20 minutes | Oct 2, 2018
SK Wealth - Episode 11 - Strategies for Obtaining a Mortgage
In 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 Sales Manager at Home Loan Investment Bank. Sean is a 20-year residential mortgage veteran who has helped people obtain financing to purchase their dream home or refinance an existing one.
22 minutes | Aug 28, 2018
SK Wealth - Episode 10 - Tax Cuts and Jobs Act Impact on Divorce Planning
The 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.
22 minutes | Jun 13, 2018
SK Wealth - Episode 9 - Advice on Buying, Renting or Selling a Vacation Home
If 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.
23 minutes | Apr 5, 2018
SK Wealth - Episode 8 - Investment Mgmt - The Impact of Volatility on the Financial Markets
Volatility 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 going to discuss the road ahead in the financial markets for the remainder of 2018.
18 minutes | Mar 14, 2018
SK Wealth - Episode 7 - Investment Mgmt - Strategies to Address Volatility and Changing Govt Policies
The 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 exposure to a variety of client views and concerns.
14 minutes | Feb 8, 2018
SK Wealth - Episode 6 - Tax Cuts and Jobs Act Impact on Small and Medium-Sized Businesses
In 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 tax experts from Sansiveri Kimball & Co. LLP. This includes Michael DeCataldo, Managing Partner and Head of the Tax Group, Sue Windle, Tax Partner and Ann Pisaturo, Principal.
17 minutes | Jan 31, 2018
SK Wealth - Episode 5 - How Tax Cuts and Jobs Act Impact Individual Tax Payers
In 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.
17 minutes | Dec 1, 2017
SK Wealth - Episode 4 - Charitable Gift Planning
In 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.
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