SML Planning Minute

SML Planning Minute


Latest Episodes

Can You Save Too Much for Retirement? – Revisited
October 07, 2025

Episode 352 - Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.

Can You Save Too Much for Retirement?
October 06, 2025

Episode 295 - Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.

Mistakes People Make When Things Are Going Well
September 30, 2025

Episode 351 - People make financial mistakes all the time, in good times and bad. What are some of the things that people get wrong when things are going well? In a recent article from ThinkAdvisor, a

Avoiding a Conservatorship
September 23, 2025

Episode 350 - Conservatorships have been in the news quite a bit over the last few years. What exactly is it, and how do you avoid having to deal with one?

The Role of Optimism in Retirement Planning
September 16, 2025

Episode 349 - Being an optimist has been shown to increase your overall well-being. But in a recent article in Think Advisor, author Michael Finke suggests that optimism can also help with your retire

Teaching Your Kids What You Wish You Had Learned With Hannah Kesler
September 09, 2025

Episode 348 - Are there things you wished you had learned about money when you were a kid? In todays episode, special guest Hannah Kesler talks about some of her ideas on how to raise children to bec

Are You an Independent Contractor?
September 02, 2025

Episode 347 - The U.S. Department of Labors constantly changing rules on classifying workers as either independent contractors or employees is creating confusion among employers. Whats the current s

Does It Make Sense to Reject an Inheritance?
August 26, 2025

Episode 346 - Does it ever make sense to reject an inheritance? On some occasions, a qualified disclaimer can give you a chance to do the right thing, or to avoid a major headache.

Six Big Mistakes People Make with Their Wills Revisited
August 19, 2025

Episode 345 - Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.

Six Big Mistakes People Make with Their Wills
August 14, 2025

Episode 226 - Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.