SML Planning Minute

SML Planning Minute


Latest Episodes

Understanding Social Security Taxation
April 25, 2025

Episode 326 - Theres been a lot of talk lately about making Social Security income tax-free. This would certainly be a popular move, especially for seniors. But doing so comes at a steep price.

Can I Avoid the Dreaded IRS Audit?
April 25, 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

Five Reasons to Purchase Life Insurance for Your Children
April 25, 2025

Episode 325 - Should you buy a life insurance policy on your newborn or young child? Here are five things to consider.

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

What Have Billionaires Been Up to Lately?
April 08, 2025

Episode 327 - Billionaires are considered role models by many and disliked by many others. Although relatively tiny in terms of numbers, they have an enormous influence on our economy. Where are they

Five Reasons to Purchase Life Insurance for Your Children
March 25, 2025

Episode 305 - It has never been a more important time to consider business succession planning for small business owners to ensure that their financial security, retirement and family legacy plans are

Careless Spending Can Erode Income Gains
March 18, 2025

Episode 324 - If your income goes up over time, it doesnt necessarily mean that you'll be able to save more. If youre not careful, lifestyle creep can make things worse. Here are a few ideas on ho

Six Estate Planning Tips from Warren Buffett
March 11, 2025

Episode 323 - The investment wisdom of Warren Buffett is well known through his annual letter to shareholders. But he has some unique ideas about estate planning as well. Here are six of Buffetts mor

Are These the Good Old Days? – Revisited
March 04, 2025

Episode 322 - Theres bad news everywhere you look. Political polarization in the USA, war in the Middle East, and natural disasters all over the place. But what if things are actually better than we

Are These the Good Old Days?
February 28, 2025

Episode 267 - Theres bad news everywhere you look. Political polarization in the USA, war in the Middle East, and natural disasters all over the place. But what if things are actually better than we