Nov 18, 2025 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 358 – Deciding when to collect Social Security is one of the most important financial decisions you’ll ever make. Make a mistake there and you’ll pay for it—every month for the rest of your life. But what if you want to retire early? That doesn’t mean you also need to collect early. A “bridge” strategy can be an important tool to get you through those years between giving up your job and collecting Social Security. It could make you much better off in the long run.
Nov 11, 2025 | SML Planning Minute Podcast, Company News
Episode 357 – Do the ultra-wealthy belong to some secret club that no one else knows about? Of course not. But it’s safe to say that they do some things differently. And the rest of us could learn a few lessons from what they’ve figured out.
Nov 4, 2025 | SML Planning Minute Podcast, Company News
Episode 356 – 529 plans are certainly popular these days, and with good reason: high contribution limits and potentially tax-free growth. But they’re not for everyone. Here are four other potential alternatives for funding a college education.
Oct 28, 2025 | SML Planning Minute Podcast, Company News, Business Planning
Episode 355 – Business owners selling a business are often worried about capital gains tax. There are several strategies that may help to minimize or avoid capital gains.
Oct 21, 2025 | SML Planning Minute Podcast, Company News
Episode 354 – Finding the right life insurance policy can be complicated, and it’s easy to get confused. Here are ten common mistakes we see people making when they purchase life insurance.
Oct 14, 2025 | SML Planning Minute Podcast, Company News
Episode 353 – People might think that health care is cheaper once you’re covered by Medicare. Maybe, but the cost of health care in retirement is higher than many people think. A recent study by Fidelity gives us some real numbers.
