SML Planning Minute

Recent Episodes

Celebrity Estate Planning Gone Awry

Posted August 27, 2019 • 00:08:13

Episode 36 - Believe it or not, being rich and famous really does have its downside. In this podcast, we’ll take a quick look at the issues facing...

Know Your Net Worth

Posted August 20, 2019 • 00:07:35

Episode 35 - Have you ever figured out your net worth? Do you even know how to do it? Sometimes just calculating your net worth can add discipline to...

We May Be Able to Save You Money

Posted August 13, 2019 • 00:03:51

Episode 34 - You probably know that you can save money on your car insurance if you maintain a safe driving history. But did you know that healthy living...

Why Consider a Flexible Premium Annuity with Your Investment Lineup?

Posted August 6, 2019 • 00:05:30

Episode 33 - The days of defined benefit plans, for the most part, are gone. Today you have to rely on your own investment strategy to generate your...

Planning for the Elderly

Posted July 30, 2019 • 00:06:54

Episode 32 - We need to be sensitive to cognitive issues when we’re helping those of advanced age with their finances. Learn just how critical this...