SK Wealth’s Solutions & Knowledge podcast
Business:Investing
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 retirement goals. They’ll guide you through the preservation of your legacy and the steps to achieving a seamless transfer of business ownership. Tune in for expert insights and practical guidance for successful entrepreneurs like you as you move on to the next phase of your life’s adventure. Tap that subscribe button because there’s no telling what we have in store for you in May!
Resources mentioned in this episode: Phantom Stock Plans Explained
Sk Wealth - Episode 27 - Medicare Open Enrollment Info
SK Wealth - Episode 26 - Cryptocurrencies and Blockchain Technology - Are these investment types something to add to your portfolio?
SK Wealth - Episode 25 - Cryptocurrencies and Blockchain Technoloy - Currently and the Future
SK Wealth - Episode 24 - Financial Markets Turmoil - Why it's Happening and the Outlook
SK Wealth - Episode 23 - Creating a Retirement Plan for your business
SK Wealth - Episode 22 - Managing Concentrated Positions
SK Wealth - Episode 21 - Home Buying Planning and Strategies
SK Wealth - Episode 20 - Investment Mgmt pre & post-election 2020
SK Wealth - Episode 19 - 2020 Investment Strategies & Outlook during COVID Pandemic
SK Wealth -Episode 18 - Long-Term Care Insurance - Costs & Products
SK Wealth - Episode 17 - Long-Term Care Insurance - What it is and How it Works
SK Wealth - Episode 15 - FICO Credit Score - How it's Calculated and Used by Lenders
SK Wealth - Episode 14 - Understanding Medicare Planning
SK Wealth - Episode 13 - Investment Mgmt - Understanding Long-Term Market Trends
SK Wealth - Episode 12 - Investment Mgmt - Market Implications of Mid-Term Elections
SK Wealth - Episode 11 - Strategies for Obtaining a Mortgage
SK Wealth - Episode 10 - Tax Cuts and Jobs Act Impact on Divorce Planning
SK Wealth - Episode 9 - Advice on Buying, Renting or Selling a Vacation Home
SK Wealth - Episode 8 - Investment Mgmt - The Impact of Volatility on the Financial Markets
SK Wealth - Episode 7 - Investment Mgmt - Strategies to Address Volatility and Changing Govt Policies
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