SML Planning Minute

SML Planning Minute


Latest Episodes

Thinking of Collecting Social Security Early? Not So Fast.
July 29, 2025

Episode 342 - Thinking of collecting your Social Security at age 62? Watch out for the Excess Earnings Test. Its a bit more complicated than you may realize.

Thirteen Celebrity Estate Planning Lessons
July 28, 2025

Episode 154 - The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.

Practical Estate Planning Ideas for “Middle Tier” Families
July 22, 2025

Episode 341 - News flash: Estate planning is not for just the wealthy. Here are some ideas put forward in a recent article by renowned estate attorney Jonathan Blattmachr, especially for what he descr

Want to Be an Effective Business Leader? Learn How to Listen.
July 15, 2025

Episode 340 - Actively listening to what someone else is saying can be incredibly hard, but it comes with enormous benefits. How do effective leaders manage it?

Thirteen Celebrity Estate Planning Lessons Revisited
July 08, 2025

Episode 339 - The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.

Six Reasons Single People Need Life Insurance Too
June 24, 2025

Episode 338 - Do single people really need life insurance? Here are six good reasons why they might.

The Epidemic of Gray Divorce
June 17, 2025

Episode 337 - The rate of gray divorcedefined as divorce after the age of 50 following a long-term marriagehas increased in recent years. The financial impact can be especially difficult for women.

Financial Considerations When You Become an Empty Nester
June 10, 2025

Episode 336 - Being an empty nester undoubtedly creates challenges you might never have thought of. Here are some tips about what you may encounter, and how to deal with them.

Four Trending Scams to Stay Ahead of
June 03, 2025

Episode 335 - Financial criminals are a crafty bunch. Just when you figure out what they are doing, they change tactics. Here are four trending scams to stay ahead of.

Selecting the Right Entity for Your New Business
May 27, 2025

Episode 334 - Just starting a business? Do you understand the differences between a sole proprietorship, partnership, C corporation, S corporation or LLC? What type is best for you?