SML Planning Minute

SML Planning Minute


Latest Episodes

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?

Eight Reasons Why Young People Need Life Insurance
May 20, 2025

Episode 333 - Do young people need life insurance? Here are eight good reasons why they might.

Planning for Retirement
May 13, 2025

Episode 332 - Most Americans are very concerned with the adequacy of their retirement savings, and whether rising health care costs and inflation will adversely affect their retirement. Many are also

Understanding Opportunity Cost
May 06, 2025

Episode 331 - Opportunity cost is an often-overlooked factor that has an effect on every financial decision you make. Understanding this concept can have a significant impact on how you approach even

New Challenges for a Long Retirement
April 29, 2025

Episode 330 - The prospect of increased longevity should make all of us smile, but it creates issues that prior generations rarely had to face. Are you ready to deal with the consequences?

Debunking Common Myths About Retirement
April 22, 2025

Episode 329 - With retirement planning, as with most financial principles, every situation is different. That said, we all need a few guidelines to see if we are going in the right direction. But thes

Can I Avoid the Dreaded IRS Audit?
April 15, 2025

Episode 328 - There are few things that create more fear and loathing than a so-called exam letter from the IRS. It means that youre likely looking at a significant time commitment just to put toge