SML Planning Minute
SML Planning Minute shares concise and entertaining financial ideas, for individuals, families, and business owners.
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Recent Episodes
Equity Compensation for the Closely Held Business
Episode 20 - Beyond creating financial incentives for employees, equity compensation plans can have a significant impact on attracting and retaining...
Social Security Releases Its Annual Report
Episode 19 - The Social Security Trust Fund released its annual report in late April with much less fanfare than last year. And that’s good news....
More Essential Documents
Episode 18 - Certain documents, like a will, are important. But there are other documents that are just as important if you have adult children or...
The 4 Percent Rule
Episode 17 - Are you familiar with the “4 Percent Rule”? It’s an interesting and simple way to gauge whether you can afford to retire. But does...
Essential Documents Interview With Ernie Guerriero
Episode 16 - No matter who you are, no matter how much money you have, there are certain essential documents we all need. Learn more in this live...
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