SML Planning Minute

SML Planning Minute


Latest Episodes

Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?
December 09, 2025

Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?

The Latest on the Scamming Front
December 02, 2025

The Latest on the Scamming Front

Nine Mistakes Wealthy People Make
November 25, 2025

Nine Mistakes Wealthy People Make

Should I Use My Savings to Delay Collecting Social Security?
November 18, 2025

Should I Use My Savings to Delay Collecting Social Security?

What Wealthy People Know That the Rest of Us Don’t
November 11, 2025

What Wealthy People Know That the Rest of Us Dont

Is a 529 Plan Really Your Best Option?
November 04, 2025

Is a 529 Plan Really Your Best Option?

Minimizing Capital Gains Tax on the Sale of a Business
October 28, 2025

Minimizing Capital Gains Tax on the Sale of a Business

One Big Beautiful Bill and What It Means to You
October 24, 2025

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
October 21, 2025

10 Mistakes People Make When Buying Life Insurance

Even with Medicare, the Cost of Health Care Can Be Shocking
October 14, 2025

Even with Medicare, the Cost of Health Care Can Be Shocking