May 13, 2025 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 332 – Most Americans are very concerned with the adequacy of their retirement savings, and whether rising health care costs and inflation will adversely affect their retirement. Many are also concerned with the availability of Social Security. There are many resources and tools available to help you plan.
May 6, 2025 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 331 – Opportunity cost is an often-overlooked factor that has an effect on every financial decision you make. Understanding this concept can have a significant impact on how you approach even the most basic of financial decisions.
Apr 29, 2025 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 330 – The prospect of increased longevity should make all of us smile, but it creates issues that prior generations rarely had to face. Are you ready to deal with the consequences?
Apr 22, 2025 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 329 – With retirement planning, as with most financial principles, every situation is different. That said, we all need a few guidelines to see if we are going in the right direction. But these basic ideas evolve over time as demographics, life expectancy, tax laws and available products all change. Here are a few ideas that could use a good debunking.
Sep 10, 2024 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 297 – Whether you’re hoping to achieve financial independence and retire early as part of the FIRE movement or later, Millennials and members of Gen Z and Gen X need to prepare for retirement now.
May 21, 2024 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 282 – The IRS, again, provides relief to individuals who inherited traditional IRAs and waives 2024 required minimum distributions for IRAs inherited in 2020 or later.