Nov 26, 2024 | SML Planning Minute Podcast, Company News
Episode 308 – For many, many people, their home is their biggest asset. Can you use your home to fund a portion of your retirement? It’s not ideal, but here are five ideas you can try if you need to.
Nov 19, 2024 | SML Planning Minute Podcast, Company News
Episode 307 – According to an estimate by Experian, the average American adult holds $6,501 in credit card debt. Is there a way out? Here are six things that you might want to try.
Nov 12, 2024 | SML Planning Minute Podcast, Company News
Episode 306 – Behavioral economics has become a buzzword over the last few years. But understanding its role in making financial decisions can lead to a better outcome.
Nov 5, 2024 | SML Planning Minute Podcast, Estate Planning, Company News, Business Planning
Episode 305 – It has never been a more important time to consider business succession planning for small business owners to ensure that their financial security, retirement and family legacy plans are fulfilled.
Oct 29, 2024 | SML Planning Minute Podcast, Company News
Episode 304 – Even when you optimize your Social Security claiming strategy, there are still going to be problems that need fixing. Life insurance can be the perfect tool to address some of the shortcomings that Social Security creates.
Oct 22, 2024 | SML Planning Minute Podcast, Company News
Episode 303 – “Accelerated inheritance” is a new term for an old idea: giving assets to your kids while you’re still living, rather than waiting until you die. But does it work?