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SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances.
- Indexed episodes, last 90 days
- 3
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- Sep 3, 2026
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- Jul 7, 2026
Latest episodes
Financial Planning Considerations for Those Building Wealth Solo (opens the original)
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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 lega
The Family Conversation Every Estate Plan Needs (opens the original)
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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 b
Finding Meaning in Retirement: The Mindset Shift Most People Miss (opens the original)
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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
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