SML Planning Minute
Latest Episodes
Making the Right Choices With Your Wealth Revisited
Episode 278 - Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing
Making the Right Choices With Your Wealth
Episode 190 - Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing
The Social Security Administration (SSA) Gets It Right
Episode 277 - After many years, the Social Security Administration (SSA) has finally taken steps to fix the problem it has referred to as clawback cruelty.
Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited
Episode 276 - Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.
Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children?
Episode 170 - Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.
Social Media May Be Hurting Your Finances
Episode 275 - Theres a growing phenomenon in our society: the tendency to live beyond our means simply to impress others. It doesnt bode well for the future.
Is Phased Retirement Right for You?
Episode 274 - Recent trends indicate that the concept of phased retirement is becoming more popular. Is it right for you?
How to Act Like a Wealthy Person
Episode 273 - You may or may not be wealthy, but realize that either way, your attitudes and behavior send an implicit message.
Combating Identity Theft
Episode 272 - Despite so many sincere efforts, identity theft continues to be a high-profile nuisance. Is there anything you can do about it? The Social Security Administration has some ideas.
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.