SK Wealth's Solutions & Knowledge podcast

Matthew Neyland, CFA, CAIA

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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SK Wealth's Solutions & Knowledge podcast

Episodes (100)

Thu Aug 6th The Family Conversation Every Estate Plan Needs
Jul 7th Finding Meaning in Retirement: The Mindset Shift Most People Miss
Jun 2nd The Lifecycle of a Business Owner: Smart Financial Planning at Every Stage, from Foundation and Scaling to Exit

SK Wealth's Solutions & Knowledge podcast

Aug 6, 2026
24¼ minutes
22 MB

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...

SK Wealth's Solutions & Knowledge podcast

The Family Conversation Every Estate Plan Needs

Matthew Neyland, CFA, CAIA

00:00 -24:16