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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. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
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The Active Advisor podcast explores the dynamic world of investment research and financial advisory practice management. Hosted by Harbor's capital markets expert Bryan Moore, this podcast features in-depth conversations with seasoned financial advisors and professionals, practice founders, investment researchers and CIOs. They'll share personal stories of how they built and scaled their book and business, observations on the evolving investment landscape, and best practices in due diligence ...
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth. Join them as they discuss: Leading with financial planning and goals Adding value for clients with direct CIO access Constructing all-weather portfolios using alternatives Calming client’s nerves b…
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How does Social Security even work anyway? In this episode, Andrew covers what it is, how it’s funded, and the basics of benefit timing and age calculations. He'll discuss strategies for both singles and married couples, as well as the effect of claiming early versus delaying your benefits. Learn how to tailor your Social Security strategy based on…
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Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin
48:13
On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: Growing the business with great people and a client-first mentality The little things that make a big difference for advisors Fee-only financial planning and investment advisory se…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Join them as they discuss: The evolution of the advisory landscape over three decades The importance of upholding the fiduciary standard Remaining fiercely independent in an evolving industry Seven traits to look for when hi…
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Think commercial real estate is out of reach? Matt shows you how REITs let you invest in real estate without becoming a property manager. Learn how REITs can generate income, offer portfolio diversification, protect against inflation, and keep your investments flexible. Tune in to explore the types of REITs, how they work, and why they could be you…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Brian J. Probst, CFP®, CRPC®, Vice President of Wealth Management at Raymond James. Join them as they discuss: Brian’s career change from the packaging industry to financial planning Retirement planning for future flexibility Early retirees and the concept of “ifcome” Using …
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When evaluating your investment risk profile, you could be missing half the picture. Risk tolerance and risk capacity assess distinctly different aspects of your life to determine your risk profile. In this week’s episode, Andrew explains the differences between the two and shows you how they work together to help guide your investment strategy. Tu…
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Annuities often spark debate – are they a valuable investment or a financial misstep? This week, Mac strips away the hype and confusion and provides a clear, unbiased look at annuities. In this episode, get to know the different types of annuities – immediate, fixed, indexed, and variable – and the unique benefits and potential pitfalls of each. Th…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Austin Lane, CFP®, Founder and President of Greenwing Wealth Management. Join them as they discuss: Austin's background and journey to becoming an advisor Why currency is an opportunity for unification Austin’s outside the box approach to marketing Making financial advising …
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No matter the circumstance, divorce is hard, especially when considering your children’s current and future wellbeing. This week, we look closely at estate planning strategies to protect your legacy and the inheritance you intend for your children. Mac and Jason discuss how to update vital documents, and ways to leverage irrevocable trusts to keep …
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The reality of becoming suddenly single can be overwhelming, but you're not alone. In this episode, Jason and Mac discuss the unique financial challenges and opportunities that arise after the loss of a partner, whether through uncoupling, divorce, or death. In this episode, we cover increased living costs, managing fixed expenses, and understandin…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Erold Merko, CRPC®, Senior Vice President, Wealth Management at Tenured Wealth Management. Join them as they discuss: Erold’s background in communist Albania and how it influenced his career The importance of international investing and diversification Educating clients abou…
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Empower yourself and take charge of your financial future with Jason and Mac as your guides. This week, they discuss the financial hurdles single women face, and offer proven strategies for achieving financial independence. Drawing from years of experience, they discuss essential topics like wage gaps, retirement planning, and preparing for time aw…
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Learn about popular Target Date Funds for your retirement account and how they can fit into your financial strategy. Join Matt as he explains what target date funds are, why they’ve become popular in 401(k)s and other retirement accounts, and how to evaluate them as an investment choice for both retirement and non-retirement portfolios. Learn about…
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On this episode of The Active Advisor podcast, host Bryan Moore chats with Bradford Vannelli, CRPC®, Partner and Wealth Advisor at Transcend Capital Advisors. Join them as they discuss: The advantages of being an independent advisor Overcoming unexpected challenges as an independent advisor The endowment model vs. traditional 60/40 Alternative inve…
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Combine your commitment to intentional living and pioneering investment strategies with ESG investing. Matt unpacks the current state of ESG investing, the rise and challenges of ESG metrics, the impact of market shifts, and the political and regulatory challenges that have shaped its evolution. This episode explores how to utilize ESG data effecti…
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Divorce is painful and daunting, but a supportive financial team helps handle the details so you can care for yourself. In this episode, Mac and Andrew offer strategies for navigating the financial aspects of divorce. They take you through organizing your financial documents, understanding asset division, and planning for post-divorce financial ind…
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Let’s say hello to Evan Pawloski, AIF®. Here’s how Evan describes what he does: “I create World-Class 401(k) Plans for employers who want to hire and retain the Hardest-Working Men and Women in Michigan. Every employee deserves a path to become a Millionaire, and my team and I coach 401(k) participants to this goal every day.” On this episode of Th…
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When business owners decide to retire, they face challenges traditionally employed people do not. Succession planning, replacing your income, and figuring out what to do next are all factors to consider as you approach retirement. Whether you’re looking forward to retirement with relief, excitement, fear, or a combination, Mac and Andrew offer advi…
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Ready to sell your business? Join Mac and Jason as they discuss essential steps of planning the sale of your company. They look closely at key factors like emotional readiness, financial implications, and employee impact. Learn how to navigate offers from private equity firms and how to set yourself up for a smooth transition. Whether you’re aiming…
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Forbes recognized Thomas Fautrel as a 2018 and 2019 Top Next-Gen Wealth Advisor, and in 2021-2024, Thomas was featured on the Forbes Best-In-State Wealth Advisors list. Before founding Seventy2 Capital, Thomas served as a Senior Vice President with Morgan Stanley Wealth Management and an Assistant Vice President with Merrill Lynch & Co. He began hi…
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Safeguard the future of your business with strategic succession planning. Learn how to pick a successor, when to start planning, and what milestones to hit along the way. Mac and Jason offer expert insights and actionable tips to give you the confidence and clarity needed to initiate this essential aspect of business ownership. Tune in to ensure yo…
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You've given your all to your thriving business. Now it’s time to plan for its future and yours. Succession planning is vital to safeguarding your company's legacy after you retire. In this episode, Mac and Jason discuss the essentials of succession planning, like choosing and training a successor, and how to make the transition as smooth as possib…
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Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, …
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Winning with Fewer Clients and Customized Solutions: Insights from Bruce Berry of Genesis Financial Partners
30:05
Meet Bruce Berry; he’s intentionally not that guy. He’s not the guy who chases every business opportunity. He’s not someone who spends time on LinkedIn prospecting and connecting with potential clients. In fact, he doesn’t even have a LinkedIn account. He believes that fostering a fewer deep, and highly customized client relationships brings greate…
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Crafting a legacy of giving through charitable donations is fulfilling and strategic when aligned with your financial plan. This week, Andrew and Mac talk about the taxes related to charitable giving and the various donation strategies available to maximize your philanthropic impact and tax relief. From the simplicity of cash donations to the fores…
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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 in…
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Building a Successful Advisory with the Family-First Principle: Anthony Zanetti of Mardin Capital Group
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‘Family First’ is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable wholesaler career in financial advisory to the independent advisory side? Anthony Zanetti shows us how. On this episode of The Ac…
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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 retireme…
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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…
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Discover why community involvement, philanthropy, and doing what’s right clients is at the core of Rany Cohen’s advisory practice. Catch this episode of The Active Advisor podcast, where host Bryan Moore chats with Randy Cohen, Financial Advisor at IHT Wealth Management. Join them as they discuss the world of finance, the importance of active manag…
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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…
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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 emoti…
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What’s the single most important part of an Advisor’s website and how can you maximize its impact? Why does it matter if we can see your pupils? For answers to these questions and many more actionable tips to improve your website and LinkedIn profile, catch this episode of The Active Advisor. Host Bryan Moore chats with Matt Kress who is actively b…
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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…
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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 ta…
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Discover the unconventional journey of Matt Zeigler, Managing Director and Private Wealth Advisor at Sunpointe Investments, as he shares insights on the role of trust, connection, and creativity in wealth advisory. Host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, riffs with Matt as they create a playlist while discussing Matt’s journ…
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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 philanthr…
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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 inst…
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Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast. Welcome to another episode of The Active Advi…
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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…
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What happens to your stock-based compensation if you leave your job? Whether leaving a job voluntarily or involuntarily, tune in to learn how to approach your stock-based compensation after you move on. Andrew simplifies the complexities of layoffs, handling stock options, RSUs, and ESPPs while discussing the risks, offering practical advice to hel…
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Specialization and Success in Investment Management: Insights from David Marra, Co-Founder of Markin Asset Management
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Do you want to know the power of using AI in investment management and how it can help RIAs attract and retain clients? Are you aware of the importance of creating exceptional investment experiences, and how AI can be used to improve customer service, compliance, and marketing efforts? It’s within your reach: just listen to this podcast. Welcome to…
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“Can my investment strategy align with my values while creating positive social and environmental change?” In this episode, learn about the implementation of impact strategies into your portfolio, influencing corporate behavior, and how you can turn your investment dollars into a powerful force for change. Learn how to identify your impact goals, e…
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In today’s episode, SK Wealth’s CIO, Matt Neyland, discusses tax loss harvesting, the practice of strategically selling securities at a loss to offset gains from other investments. Join Matt as he explains the benefits of tax loss harvesting like accelerated portfolio growth, maintaining year-round market exposure, and increased tax efficiency. Fin…
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Do you want to know what separates successful advisors from the rest? Are you ready for insights on growth coaching, technology consulting, and advisor training and development as the foundation for scaling your business? It’s easier than you may think and within your reach! Check out this episode to learn more. Welcome to another episode of The Ac…
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In our latest episode, we discuss how to seek professional financial guidance when managing your wealth becomes complex. And we know -- the options can be overwhelming. That’s why we’re here to talk you through the process of finding a financial planner who understands and respects your needs, goals, and values. From transparency in portfolio manag…
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This week, join Matt and Andrew as they discuss how to choose your next financial advisor. Aligning your investment strategy with values is key, and a qualified financial advisor can make a real difference in your financial future. In this episode, we’ll look at why clear, consistent communication and a financial strategy adapted to your specific n…
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Fly Your Advisor Freak Flag: The Power of Differentiation with NYT Best-Selling Author, Michael Levin
34:08
Do you want to stand out from other advisors in the industry? Did you know that writing a book or getting one ghostwritten can help build trust with clients? It’s easy and within your reach; just listen to this podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is …
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Welcome to our latest episode! Today Mac and Jason discuss developing compensation plans for your business. Your team is vital to your success and making sure they are compensated fairly and offered attractive benefits that meet their needs as well your business goals is important. But offering competitive compensation without jeopardizing your bot…
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