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SML Planning Minute shares concise and entertaining financial ideas, for individuals, families, and business owners.... more
FAQs about SML Planning Minute:How many episodes does SML Planning Minute have?The podcast currently has 341 episodes available.
June 08, 2021How an HSA Can Help You Save for RetirementA Health Savings Account may be an excellent way to help supplement your retirement savings as long as you are enrolled in a high-deductible health insurance plan....more8minPlay
June 01, 2021Conscientious Objectors to Social SecurityThe term conscientious objector can be applied to more than just military service. In fact, certain members of the clergy can object to, and thus opt out of Social Security....more6minPlay
May 25, 202110 Common Mistakes Made with Life Insurance Beneficiary Designations, Part 2Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 more of the most common mistakes....more10minPlay
May 18, 202110 Common Mistakes Made with Life Insurance Beneficiary Designations, Part 1Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 of the 10 most common mistakes....more10minPlay
May 11, 2021Holographic Wills and the Case of Larry KingDo you know what a Holographic Will is? Here’s a hint: Larry King used one. But that doesn’t mean you should....more7minPlay
May 04, 2021Don’t Forget About State Estate Taxes (Particularly in New York)You may not be wealthy enough to be subject to federal estate taxes upon your death, but your state may have other ideas....more9minPlay
April 27, 2021Estate Tax Liquidity, Wealth Replacement and ILITsBusiness owners and high-net-worth individuals subject to federal or state estate and inheritance taxes should look into life insurance in an irrevocable life insurance trust for estate tax liquidity and to replace wealth lost to taxes....more8minPlay
April 20, 2021Medicare Changes in 2021The Biden administration is just getting warmed up when it comes to Medicare. What are they planning?...more8minPlay
April 13, 2021Don’t Be Like These Famous People—Get Your Will DoneEstate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Even the rich and famous fail to plan, resulting in disaster. Everyone needs a will and estate plan....more13minPlay
April 06, 2021New York Residents Should Review Their Estate Plans – New York Changes Law Governing Powers of Attorney ...more9minPlay
FAQs about SML Planning Minute:How many episodes does SML Planning Minute have?The podcast currently has 341 episodes available.