SML Planning Minute
Latest Episodes
Concern About Generation Z
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?
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?
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
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
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?
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
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
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
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
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?