SML Planning Minute
By Security Mutual Life Advanced Markets Team
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Category: Investing
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Episodes: 150
Description
SML Planning Minute shares concise and entertaining financial ideas, for individuals, families, and business owners.
| Episode | Date |
|---|---|
|
What Happens to a Large, Uncashed Check When You Die?
|
Oct 27, 2026 |
|
Attracting and Retaining Your Best Employees with Non-qualified Deferred Compensation Plans
|
Oct 20, 2026 |
|
Some Simple Tricks That Can Help You Spend Less
|
Oct 13, 2026 |
|
Don’t Make This Million-Dollar Mistake with Your 401(k) – Revisited
|
Oct 06, 2026 |
|
Don’t Forget Your Annual Policy Checkup
|
Sep 29, 2026 |
|
You’ve Heard of FOMO. What Is FORO?
|
Sep 22, 2026 |
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Does It Make Sense to Own a Vacation Home?
|
Sep 15, 2026 |
|
Twelve Ways to Make Yourself More Likable
|
Sep 08, 2026 |
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Seven Life Insurance Tax Benefits Many People Are Unaware Of
|
Sep 01, 2026 |
|
New York City’s Pied-à-Terre Tax
|
Aug 25, 2026 |
|
Talking About Money with Your Kids
|
Aug 18, 2026 |
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Is a Health Savings Account Right for You?
|
Aug 11, 2026 |
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What is the “Time Value of Money?”
|
Aug 04, 2026 |
|
The Strange Case of Rob, Michele and Nick Reiner
|
Jul 28, 2026 |
|
When Unmarried Couples Split Up
|
Jul 21, 2026 |
|
Social Security Is in Bad Shape. Does It Still Make Sense to Wait?
|
Jul 14, 2026 |
|
Is It Possible to Spend Too Little in Retirement?
|
Jun 30, 2026 |
|
10 Commonly Misunderstood Insurance Terms Explained
|
Jun 23, 2026 |
|
Dealing with the Latest Financial Trend: Spending Your Kids’ Inheritance
|
Jun 16, 2026 |
|
What Exactly Is a Reverse Mortgage?
|
Jun 09, 2026 |
|
Should I Turn Down My Inheritance?
|
Jun 02, 2026 |
|
Careless Spending Can Erode Income Gains Revisited
|
May 26, 2026 |
|
Are You Sure You Want to Be an Executor?
|
May 19, 2026 |
|
The Latest on Wealth Taxes
|
May 12, 2026 |
|
Social Security and Divorce
|
May 05, 2026 |
|
How Much Does Life Insurance Really Cost?
|
Apr 28, 2026 |
|
The IRS Dirty Dozen 2026
|
Apr 21, 2026 |
|
So, What Exactly Is a Trump Account?
|
Apr 14, 2026 |
|
Estate Planning When You Live in a Foreign Country
|
Apr 07, 2026 |
|
Business Planning Needed Now More Than Ever
|
Mar 31, 2026 |
|
What’s the Latest on the Long-Term Care Front?
|
Mar 24, 2026 |
|
About That Coming AI Apocalypse
|
Mar 17, 2026 |
|
Good News: Life Expectancy is Going Up
|
Mar 10, 2026 |
|
The Spirit of Charles Ponzi Lives On
|
Mar 03, 2026 |
|
Should You Collect Social Security and Invest the Difference?
|
Feb 24, 2026 |
|
Nine Reasons You Need an Agent When You Buy Life Insurance
|
Feb 17, 2026 |
|
Are My Retirement Savings on Track?
|
Feb 10, 2026 |
|
Are You Ready for the Great Wealth Transfer?
|
Feb 03, 2026 |
|
Does “Buy Term and Invest the Difference” Really Work?
|
Jan 27, 2026 |
|
Being a Millionaire Ain’t What It Used to Be
|
Jan 20, 2026 |
|
Going Paperless: To Be or Not to Be?
|
Jan 13, 2026 |
|
Important Tax Considerations for Newlyweds
|
Jan 06, 2026 |
|
Six Ideas on How to Manage Debt Revisited
|
Dec 30, 2025 |
|
Be Skeptical of Financial Advice on Social Media
|
Dec 23, 2025 |
|
Do You Really Want to Disinherit a Family Member?
|
Dec 16, 2025 |
|
Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?
|
Dec 09, 2025 |
|
The Latest on the Scamming Front
|
Dec 02, 2025 |
|
Nine Mistakes Wealthy People Make
|
Nov 25, 2025 |
|
Should I Use My Savings to Delay Collecting Social Security?
|
Nov 18, 2025 |
|
What Wealthy People Know That the Rest of Us Don’t
|
Nov 11, 2025 |
|
Is a 529 Plan Really Your Best Option?
|
Nov 04, 2025 |
|
Minimizing Capital Gains Tax on the Sale of a Business
|
Oct 28, 2025 |
|
10 Mistakes People Make When Buying Life Insurance
|
Oct 21, 2025 |
|
Even with Medicare, the Cost of Health Care Can Be Shocking
|
Oct 14, 2025 |
|
Can You Save Too Much for Retirement? – Revisited
|
Oct 07, 2025 |
|
Mistakes People Make When Things Are Going Well
|
Sep 30, 2025 |
|
Avoiding a Conservatorship
|
Sep 23, 2025 |
|
The Role of Optimism in Retirement Planning
|
Sep 16, 2025 |
|
Teaching Your Kids What You Wish You Had Learned With Hannah Kesler
|
Sep 09, 2025 |
|
Are You an Independent Contractor?
|
Sep 02, 2025 |
|
Does It Make Sense to Reject an Inheritance?
|
Aug 26, 2025 |
|
Six Big Mistakes People Make with Their Wills Revisited
|
Aug 19, 2025 |
|
One Big Beautiful Bill and What It Means to You
|
Aug 12, 2025 |
|
What Happens When You Get Audited?
|
Aug 05, 2025 |
|
Thinking of Collecting Social Security Early? Not So Fast.
|
Jul 29, 2025 |
|
Practical Estate Planning Ideas for “Middle Tier” Families
|
Jul 22, 2025 |
|
Want to Be an Effective Business Leader? Learn How to Listen.
|
Jul 15, 2025 |
|
Thirteen Celebrity Estate Planning Lessons Revisited
|
Jul 08, 2025 |
|
Six Reasons Single People Need Life Insurance Too
|
Jun 24, 2025 |
|
The Epidemic of Gray Divorce
|
Jun 17, 2025 |
|
Financial Considerations When You Become an Empty Nester
|
Jun 10, 2025 |
|
Four Trending Scams to Stay Ahead of
|
Jun 03, 2025 |
|
Selecting the Right Entity for Your New Business
|
May 27, 2025 |
|
Eight Reasons Why Young People Need Life Insurance
|
May 20, 2025 |
|
Planning for Retirement
|
May 13, 2025 |
|
Understanding Opportunity Cost
|
May 06, 2025 |
|
New Challenges for a Long Retirement
|
Apr 29, 2025 |
|
Debunking Common Myths About Retirement
|
Apr 22, 2025 |
|
Can I Avoid the Dreaded IRS Audit?
|
Apr 15, 2025 |
|
What Have Billionaires Been Up to Lately?
|
Apr 08, 2025 |
|
Understanding Social Security Taxation
|
Apr 01, 2025 |
|
Five Reasons to Purchase Life Insurance for Your Children
|
Mar 25, 2025 |
|
Careless Spending Can Erode Income Gains
|
Mar 18, 2025 |
|
Six Estate Planning Tips from Warren Buffett
|
Mar 11, 2025 |
|
Are These the Good Old Days? – Revisited
|
Mar 04, 2025 |
|
Can Money Buy You a Longer Life?
|
Feb 25, 2025 |
|
Financial Infidelity is a Real Thing
|
Feb 18, 2025 |
|
What is a Spendthrift Clause, and When Do People Use It?
|
Feb 11, 2025 |
|
Is Gen Z Falling Behind Already?
|
Feb 04, 2025 |
|
Five Ways to Help Protect Yourself from Scams in 2025
|
Jan 28, 2025 |
|
Getting Life Insurance is Easier Than it Used to Be with Angela Thieschafer Revisited
|
Jan 21, 2025 |
|
What Counts as a Will?
|
Jan 14, 2025 |
|
The Social Security Fairness Act: Is it Really Fair?
|
Jan 07, 2025 |
|
Dealing with Grief and Your Finances at the Same Time
|
Dec 31, 2024 |
|
How Much Money Do You Need to be Considered Wealthy? – Revisited
|
Dec 23, 2024 |
|
The Biggest Regrets People Have in Retirement, and Lessons for Future Generations
|
Dec 17, 2024 |
|
Go Beyond Financial Considerations when Deciding to Downsize
|
Dec 10, 2024 |
|
One Third of People Have More Credit Card Debt Than Emergency Savings
|
Dec 03, 2024 |
|
5 Ways to Use Home Equity as a Source for Retirement Income
|
Nov 26, 2024 |
|
Six Ideas on How to Manage Debt
|
Nov 19, 2024 |
|
Behavioral Economics, and How it Affects Your Financial Decisions Revisited
|
Nov 12, 2024 |
|
Business Succession Planning Needed More Now Than Ever
|
Nov 05, 2024 |
|
Connecting the Dots: Using Life Insurance With Social Security
|
Oct 29, 2024 |
|
Does It Make Sense to Give Money to Your Kids While You’re Still Living?
|
Oct 22, 2024 |
|
Nine Thoughts on Divorce and Finance
|
Oct 15, 2024 |
|
Planning for Single Parents Revisited
|
Oct 08, 2024 |
|
Why You Need a Real Person to Help With Your Life Insurance Needs
|
Oct 01, 2024 |
|
Important Retirement Savings Rules Changes You May Have Missed
|
Sep 24, 2024 |
|
Planning is a Dynamic, Not a Once-and-Done, Process
|
Sep 17, 2024 |
|
Millennials, Gen X and Gen Z Need to Prepare for Retirement Now Revisited
|
Sep 10, 2024 |
|
Celebrity Estates: Discord in Tony Bennett’s Family
|
Sep 03, 2024 |
|
Can You Save Too Much for Retirement?
|
Aug 27, 2024 |
|
The IRS Digs Deeper
|
Aug 20, 2024 |
|
Estate Tax Uncertainty – Will We or Won’t We? A Potential Solution for Married Couples
|
Aug 13, 2024 |
|
Don’t Make This Million-Dollar Mistake with Your 401(k)!
|
Aug 06, 2024 |
|
Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
|
Jul 30, 2024 |
|
The U.S. Supreme Court Rules Against the Moores!
|
Jul 23, 2024 |
|
Can Money Buy You Happiness?
|
Jul 16, 2024 |
|
New Study Confirms: 20 Percent of Americans over Age 50 Have No Retirement Savings at All
|
Jul 09, 2024 |
|
Business Owners: Reach Out to Your Attorney and Insurance Agent Immediately!
|
Jun 25, 2024 |
|
Why Don’t Schools Teach Financial Literacy?
|
Jun 18, 2024 |
|
Investment Scams Are Becoming More Sophisticated
|
Jun 10, 2024 |
|
10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 2
|
Jun 04, 2024 |
|
10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 1
|
May 28, 2024 |
|
IRS Delays RMD Rules Again
|
May 21, 2024 |
|
Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
|
May 14, 2024 |
|
What’s Going to Happen with O.J. Simpson’s Estate?
|
May 07, 2024 |
|
Why Everyone Needs an Estate Plan
|
Apr 30, 2024 |
|
Making the Right Choices With Your Wealth Revisited
|
Apr 23, 2024 |
|
The Social Security Administration (SSA) Gets It Right
|
Apr 16, 2024 |
|
Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited
|
Apr 09, 2024 |
|
Social Media May Be Hurting Your Finances
|
Apr 02, 2024 |
|
Is Phased Retirement Right for You?
|
Mar 26, 2024 |
|
How to Act Like a Wealthy Person
|
Mar 19, 2024 |
|
Combating Identity Theft
|
Mar 12, 2024 |
|
Concern About Generation Z
|
Mar 05, 2024 |
|
Are You Ready For the 2026 Estate Tax Sunset?
|
Feb 27, 2024 |
|
Not Just A Prenup: How to Protect Your Estate Before You Get Married Again
|
Feb 20, 2024 |
|
How Life Insurance Can Help with a Blended Family
|
Feb 13, 2024 |
|
Are These the Good Old Days?
|
Feb 06, 2024 |
|
Study Indicates that Half of Older Americans May Unretire
|
Jan 30, 2024 |
|
Estate Planning and Sibling Rivalry
|
Jan 23, 2024 |
|
Five Important Financial Truths about Millennials Revisited
|
Jan 16, 2024 |
|
Problems at the Social Security Administration
|
Jan 09, 2024 |
|
The Unique Challenges Faced by the “Sandwich” Generation
|
Jan 02, 2024 |
|
Tax Gap Projections and Increased IRS Enforcement
|
Dec 26, 2023 |
|
Avoiding a Fake Charity
|
Dec 19, 2023 |
|
IRS Again Delays New Reporting for Gig Workers and Independent Contractors
|
Dec 12, 2023 |
|
Disinheriting Adult Children for Their Political Beliefs Revisited
|
Dec 05, 2023 |
|
What Does Life Insurance Have to Do With Divorce Revisited
|
Nov 28, 2023 |