SML Planning Minute
Latest Episodes
One Big Beautiful Bill and What It Means to You
Episode 344 - The One Big Beautiful Bill, or OBBB, is now law. The OBBB extended many provisions created in the Tax Cuts and Jobs Act of 2017, or TCJA. Well review and summarize some of the key aspec
10 Mistakes People Make When Buying Life Insurance
Episode 354 - Finding the right life insurance policy can be complicated, and its easy to get confused. Here are ten common mistakes we see people making when they purchase life insurance.
Even with Medicare, the Cost of Health Care Can Be Shocking
Episode 353 - People might think that health care is cheaper once youre covered by Medicare. Maybe, but the cost of health care in retirement is higher than many people think. A recent study by Fidel
Can You Save Too Much for Retirement? – Revisited
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?
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
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
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
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
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?
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





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