SML Planning Minute

SML Planning Minute


Latest Episodes

10 Common Mistakes Made with Life Insurance Beneficiary Designations, Part 2
May 16, 2024

Episode 127 - Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 more of the most common mistakes.

10 Common Mistakes Made with Life Insurance Beneficiary Designations, Part 1
May 16, 2024

Episode 126 - Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 of the 10 most common mistakes.

Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
May 14, 2024

Episode 281 - If youre married, do you rely solely on your spouse (particularly your husband) to make financial decisions? Dont! Avoid the widowhood penalty!

What’s Going to Happen with O.J. Simpson’s Estate?
May 07, 2024

Episode 280 - The death of O.J. Simpson in April raises a lot of questions. How much money did he really have? And where will it all go?

Why Everyone Needs an Estate Plan
April 30, 2024

Episode 279 - Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Everyone needs an estate plan regardless of wealth or lack of exp

Making the Right Choices With Your Wealth Revisited
April 23, 2024

Episode 278 - Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing

Making the Right Choices With Your Wealth
April 19, 2024

Episode 190 - Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing

The Social Security Administration (SSA) Gets It Right
April 16, 2024

Episode 277 - After many years, the Social Security Administration (SSA) has finally taken steps to fix the problem it has referred to as clawback cruelty.

Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited
April 09, 2024

Episode 276 - Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.

Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children?
April 05, 2024

Episode 170 - Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.