SML Planning Minute

Recent Episodes

Getting Back to the Basics

Posted July 23, 2019 • 00:04:19

Episode 31 - Between personal responsibilities and career commitments, we tend to overlook the fact that there are certain basic areas that we need...

The 5 Most Common Mistakes When Claiming Social Security – Part 2

Posted July 16, 2019 • 00:06:43

Episode 30 - When it comes to claiming Social Security, one thing is abundantly clear: every situation is different. And that’s a big reason so many...

The 5 Most Common Mistakes When Claiming Social Security – Part 1

Posted July 9, 2019 • 00:06:47

Episode 29 - When it comes to claiming Social Security, one thing is abundantly clear: every situation is different. And that’s a big reason so many...

IRS and Social Security Phone Scams

Posted July 2, 2019 • 00:04:06

Episode 28 - We urge you to always be cautious and not provide sensitive information such as your social security number or bank account information...

The Importance of Permanent Personally Owned Life Insurance

Posted June 25, 2019 • 00:07:41

Episode 27 - So many people have life insurance through their jobs, but don’t have any personally owned coverage. Or if they do, it’s just term...