SML Planning Minute

SML Planning Minute


Latest Episodes

Getting Life Insurance is Easier Than it Used to Be with Angela Thieschafer
January 24, 2025

Episode 236 - The process of getting life insurance is a lot easier than it used to be. In this podcast, we will learn why, with special guest Angela Thieschafer.

Getting Life Insurance is Easier Than it Used to Be with Angela Thieschafer Revisited
January 21, 2025

Episode 316 - The process of getting life insurance is a lot easier than it used to be. In this podcast, we will learn why, with special guest Angela Thieschafer.

What Counts as a Will?
January 14, 2025

Episode 315 - Can you write your own will simply by recording a video with your cell phone? Not so fast, a Montana court has ruled. In many cases, it needs to be in writing

The Social Security Fairness Act: Is it Really Fair?
January 07, 2025

Episode 314 - The President is about to sign the Social Security Fairness Act into law. But is it really fair? And how does it affect Social Securitys solvency?

Dealing with Grief and Your Finances at the Same Time
December 31, 2024

Episode 313 - Its probably the last thing you want to think about if youve just lost your spouse. But no matter who you are, no matter what your situation, financial issues are always there, and no

How Much Money Do You Need to be Considered Wealthy? – Revisited
December 23, 2024

Episode 312 - Do you have enough money to be considered wealthy? A recent survey by Charles Schwab and Company has the answer.

The Biggest Regrets People Have in Retirement, and Lessons for Future Generations
December 17, 2024

Episode 311 - There is so much that younger generations can learn from their elders. Not just from the things they got right, but from the things they got wrong. A recent study by the TransAmerica Cen

How Much Money Do You Need to be Considered Wealthy?
December 16, 2024

Episode 246 - Do you have enough money to be considered wealthy? A recent survey by Charles Schwab and Company has the answer.

Go Beyond Financial Considerations when Deciding to Downsize
December 10, 2024

Episode 310 - When you get past a certain age, downsizing always seems to sound like a good idea. But is it really? What are the really important considerations you need to keep in mind?

One Third of People Have More Credit Card Debt Than Emergency Savings
December 03, 2024

Episode 309 - According to a recent study, an astounding 36% of Americans have more credit card debt than emergency savings, and 27% have no emergency savings at all. These sobering statistics spotlig