SML Planning Minute
Latest Episodes
Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
Episode 281 - If youre married, do you rely solely on your spouse (particularly your husband) to make financial decisions? Dont! Avoid the widowhood penalty!
10 Common Mistakes Made with Life Insurance Beneficiary Designations, Part 2
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
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.
What’s Going to Happen with O.J. Simpson’s Estate?
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
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
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
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
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
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?
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.