SML Planning Minute

Latest Episodes
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
Does It Make Sense to Reject an Inheritance?
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
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
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.
Selecting the Right Entity for Your New Business
Episode 334 - Just starting a business? Do you understand the differences between a sole proprietorship, partnership, C corporation, S corporation or LLC? What type is best for you?
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
What Happens When You Get Audited?
Episode 343 - No one enjoys receiving a letter from the IRS, especially when they open it and realize that their return is being reviewed. The odds are longer than most people realize, but what should
Thinking of Collecting Social Security Early? Not So Fast.
Episode 342 - Thinking of collecting your Social Security at age 62? Watch out for the Excess Earnings Test. Its a bit more complicated than you may realize.
Thirteen Celebrity Estate Planning Lessons
Episode 154 - The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.