SML Planning Minute

SML Planning Minute


Latest Episodes

Financial Infidelity is a Real Thing
February 18, 2025

Episode 320 - Financial infidelity is a real thing. And the problem may be worse than most people realize. Two new surveys provide us with some fascinating details.

What is a Spendthrift Clause, and When Do People Use It?
February 11, 2025

Episode 319 - Life doesnt necessarily get easier when you accumulate wealth. Theres always something to worry about, and at some point, if youre lucky, your worries evolve from accumulating your we

Is Gen Z Falling Behind Already?
February 04, 2025

Episode 318 - Generation Z, born after 1996, is just getting started with their financial lives. How are they doing so far?

Five Ways to Help Protect Yourself from Scams in 2025
January 28, 2025

Episode 317 - Be on the lookout. Internet scams are getting more sophisticated. Here are five ways to help protect yourself.

Getting Life Insurance is Easier Than it Used to Be with Angela Thieschafer
January 24, 2025

Episode 236 - The process of getting life insurance is a lot easier than it used to be. In this podcast, we will learn why, with special guest Angela Thieschafer.

Getting Life Insurance is Easier Than it Used to Be with Angela Thieschafer Revisited
January 21, 2025

Episode 316 - The process of getting life insurance is a lot easier than it used to be. In this podcast, we will learn why, with special guest Angela Thieschafer.

What Counts as a Will?
January 14, 2025

Episode 315 - Can you write your own will simply by recording a video with your cell phone? Not so fast, a Montana court has ruled. In many cases, it needs to be in writing

The Social Security Fairness Act: Is it Really Fair?
January 07, 2025

Episode 314 - The President is about to sign the Social Security Fairness Act into law. But is it really fair? And how does it affect Social Securitys solvency?

Dealing with Grief and Your Finances at the Same Time
December 31, 2024

Episode 313 - Its probably the last thing you want to think about if youve just lost your spouse. But no matter who you are, no matter what your situation, financial issues are always there, and no

How Much Money Do You Need to be Considered Wealthy? – Revisited
December 23, 2024

Episode 312 - Do you have enough money to be considered wealthy? A recent survey by Charles Schwab and Company has the answer.