SML Planning Minute

Social Security Releases Its Annual Report

Episode 19 - The Social Security Trust Fund released its annual report in late April with much less fanfare than last year. And that’s good news.

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More Essential Documents

Episode 18 - Certain documents, like a will, are important.  But there are other documents that are just as important if you have adult children or are caring for older adults.  Learn just how critical these documents can be in our latest podcast.

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The 4 Percent Rule

Episode 17 - Are you familiar with the “4 Percent Rule”? It’s an interesting and simple way to gauge whether you can afford to retire. But does it really work?

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Essential Documents

Episode 16 - No matter who you are, no matter how much money you have, there are certain essential documents we all need.  Learn more in this podcast.

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Bridges and Whole Life Insurance

Episode 15 - A bridge and life insurance have much in common: long lasting, stable, and when built correctly, made to last a lifetime. And life insurance is a critical “bridge” for your surviving family members.

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An Important Lesson From George Mallory

Episode 14 - George Mallory may—or may not—have been the first man to summit Mount Everest. But he never gets credit for it. He apparently died on his way back down the mountain. Learn how this may have parallels to your financial life in our latest podcast.

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The Advantage of Starting Early

Episode 13 - Saving money may seem like a low priority. But the results of not saving early or not saving enough can't be reversed later on. More than anyone, millennials need to understand this simple lesson. Learn more in our latest podcast.

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Estate Tax Planning vs. Planning an Estate

Episode 12 - OK, so maybe you don’t have $11 million. And maybe you’ll never have to worry about paying an estate tax. But everyone needs an estate plan. Listen to this podcast and learn five good reasons why.

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Market Volatility

Episode 11 - So much has been written about risk tolerance and its importance in designing an investment portfolio. But what about risk capacity?  Listen to our latest podcast and learn just how critical this is.

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Search for:

Company News CategoriesCOVID-19 (coronavirus) Information

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SML Planning Minute Podcast

Retirement Planning

Social Security Planning

Asset Protection

Business Planning

Chronic Illness

College Planning

Key Person Protection