Sep 30, 2025 | SML Planning Minute Podcast, Company News
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, author Bryce Sanders outlined what he believes are some of the errors people tend to make when things are looking rosy.
Sep 23, 2025 | SML Planning Minute Podcast, Company News
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?
Sep 16, 2025 | SML Planning Minute Podcast, Company News
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 retirement planning efforts.
Sep 9, 2025 | SML Planning Minute Podcast, Company News
Episode 348 – Are there things you wished you had learned about money when you were a kid? In today’s episode, special guest Hannah Kesler talks about some of her ideas on how to raise children to become financially savvy adults.
Sep 2, 2025 | SML Planning Minute Podcast, Company News
Episode 347 – The U.S. Department of Labor’s constantly changing rules on classifying workers as either independent contractors or employees is creating confusion among employers. What’s the current status?
Aug 26, 2025 | SML Planning Minute Podcast, Company News
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.