SML Planning Minute

SML Planning Minute


Latest Episodes

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

5 Ways to Use Home Equity as a Source for Retirement Income
November 26, 2024

Episode 308 - For many, many people, their home is their biggest asset. Can you use your home to fund a portion of your retirement? Its not ideal, but here are five ideas you can try if you need to.

Six Ideas on How to Manage Debt
November 19, 2024

Episode 307 - According to an estimate by Experian, the average American adult holds $6,501 in credit card debt. Is there a way out? Here are six things that you might want to try.

Behavioral Economics, and How it Affects Your Financial Decisions Revisited
November 12, 2024

Episode 306 - Behavioral economics has become a buzzword over the last few years. But understanding its role in making financial decisions can lead to a better outcome.

Behavioral Economics, and How it Affects Your Financial Decisions
November 11, 2024

Behavioral Economics, and How it Affects Your Financial Decisions Episode 105 - Behavioral economics has become a buzzword over ...

Business Succession Planning Needed More Now Than Ever
November 05, 2024

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

Connecting the Dots: Using Life Insurance With Social Security
October 29, 2024

Episode 304 - Even when you optimize your Social Security claiming strategy, there are still going to be problems that need fixing. Life insurance can be the perfect tool to address some of the shortc