SML Planning Minute

SML Planning Minute


Latest Episodes

Concern About Generation Z
March 05, 2024

Episode 271 - Are young people spending too much money? Doom spending has become an increasingly serious concern. Here are some ideas on how to cope with it.

Are You Ready For the 2026 Estate Tax Sunset?
February 27, 2024

Episode 270 - Most Americans have not paid too much attention to estate taxes, or death taxes, as the mass media likes to call it. But moderately or very wealthy people need to . . . now!

Retirement Confidence is Eroding in America – What Can You Do About It?
February 26, 2024

Episode 237 - Retirement confidence is eroding in America. What can you do about it?

Not Just A Prenup: How to Protect Your Estate Before You Get Married Again
February 20, 2024

Episode 269 - The rate of so-called gray divorce has doubled since 1990. How do you protect your assets if you decide to get re-married? Sometimes its more than just a prenup.

How Life Insurance Can Help with a Blended Family
February 13, 2024

Episode 268 - The recent death of Senator Dianne Feinstein has brought attention to the dilemma faced by blended families. Life insurance can be a great tool to help smooth over some rough patches.

Are These the Good Old Days?
February 06, 2024

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

Study Indicates that Half of Older Americans May Unretire
January 30, 2024

Episode 266 - Is early retirement a realistic goal for many people? A new study indicates that half of older Americans are considering either returning to the workforce or staying employed longer than

Estate Planning and Sibling Rivalry
January 23, 2024

Episode 265 - Previously dormant sibling rivalries tend to turn up when large sums of money are at stake. What estate planning steps can you take to help minimize the problem?

Five Important Financial Truths about Millennials Revisited
January 16, 2024

Episode 264 - Its hard to believe, but the oldest millennials are already approaching middle age. What makes them different from a financial point of view?

Five Important Financial Truths about Millennials
January 12, 2024

Episode 182 - It’s hard to believe, but the oldest millennials are already approaching middle age. What makes them different from a financial point of view?