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SK Wealth's Solutions & Knowledge podcast

Dec 1, 2017

In this episode, we celebrate the Season of Giving by discussing charitable gift planning. Cheryl Ethier, Senior Client Relationship Manager at SK Wealth, has a discussion with Stephanie Diamond, Managing Director and Charitable Planning Consultant at Schwab Charitable. Also, in our Long View Segment we give an update...


Oct 11, 2017

We take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Abdur Nimeri, PhD, Senior VP and Senior Strategist at Northern Trust. Abdur has been instrumental in developing Environmental, Social & Governance (ESG) investment products at Northern...


Sep 1, 2017

We take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Kathleen McQuiggan, a longtime advocate for advancing women in leadership and women & wealth initiatives. We give an update on the financial markets with an emphasis on the future direction...


Jul 14, 2017

SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances.

In this episode:

We interview Bob Schmidt, Brandes Institute, on the behavioral finance and its effects on individual's investing behavior.

Long View - Review of the...