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
Incorporating Bonuses into Spending - Episode 41
Phantom Stock Plans Explained - Episode 40
Creating a Bonus Plan for Employees - Episode 39
Retirement Plans for Business Owners - Episode 38
A Guide to Nonqualified Deferred Compensation Plans - Episode 37
Restricted Stock Units: Everything You Need To Know - Episode 36
Employee Stock Options Explained - Episode 35
SK Wealth - Episode 34 - Estate Planning a Key to a Strong Financial Plan
SK Wealth - Episode 33 - Cybersecurity - Steps to protect you and your family from cybercrime
SK Wealth - Episode 32 - Direct Indexing - What it is and its growing use in Portfolios
SK Wealth - Episode 31 - ESG Investing Trends and How To Use In Portfolios
SK Wealth - Episode 30 - Financial Planning Strategies During a Turbulent Market
SK Wealth - Episode 29 - Alternative Assets and Strategies - What are they and using them in Portfolios
SK Wealth - Episode 28 - 2022 Financial Markets Outlook
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
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