Security Mutual Life Advanced Markets Team
SML Planning MinuteEpisodes
Episodes of SML Planning Minute
Mark All
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Episode 283 - Mistakes 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.
Episode 282 - The IRS, again, provides relief to individuals who inherited traditional IRAs and waives 2024 required minimum distributions for IRAs inherited in 2020 or later.
Episode 281 - If you’re married, do you rely solely on your spouse (particularly your husband) to make financial decisions? Don’t! Avoid the widowhood penalty!
Episode 280 - The death of O.J. Simpson in April raises a lot of questions. How much money did he really have? And where will it all go?
Episode 279 - Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Everyone needs an estate plan regardless of wealth or lack of exposure to estate taxes.
Episode 278 - Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work.
Episode 277 - After many years, the Social Security Administration (SSA) has finally taken steps to fix the problem it has referred to as “clawback cruelty.”
Episode 276 - Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.
Episode 275 - There’s a growing phenomenon in our society: the tendency to live beyond our means simply to impress others. It doesn’t bode well for the future.
Episode 275 - There’s a growing phenomenon in our society: the tendency to live beyond our means simply to impress others. It doesn’t bode well for the future.
Episode 274 - Recent trends indicate that the concept of phased retirement is becoming more popular. Is it right for you?
Episode 273 - You may or may not be wealthy, but realize that either way, your attitudes and behavior send an implicit message.
Episode 272 - Despite so many sincere efforts, identity theft continues to be a high-profile nuisance. Is there anything you can do about it? The Social Security Administration has some ideas.
Episode 271 - Are young people spending too much money? “Doom spending” has become an increasingly serious concern. Here are some ideas on how to cope with it.
Episode 270 - Most Americans have not paid too much attention to estate taxes, or “death taxes”, as the mass media likes to call it. But moderately or very wealthy people need to . . . now!
Episode 269 - The rate of so-called “gray divorce” has doubled since 1990. How do you protect your assets if you decide to get re-married? Sometimes it’s more than just a prenup.
Episode 268 - The recent death of Senator Dianne Feinstein has brought attention to the dilemma faced by blended families. Life insurance can be a great tool to help smooth over some rough patches.
Episode 267 - There’s bad news everywhere you look. Political polarization in the USA, war in the Middle East, and natural disasters all over the place. But what if things are actually better than we realize? Here are some reasons to celebrate
Episode 266 - Is early retirement a realistic goal for many people? A new study indicates that half of older Americans are considering either returning to the workforce or staying employed longer than they first planned.
Episode 265 - Previously dormant sibling rivalries tend to turn up when large sums of money are at stake. What estate planning steps can you take to help minimize the problem?
Episode 264 - It’s hard to believe, but the oldest millennials are already approaching middle age. What makes them different from a financial point of view?
Episode 263 - The program 60 Minutes recently took on the problem of overpayments by the Social Security Administration, and raised some interesting points.
Episode 262 - The “Sandwich” Generation, people taking care of both parents and children at the same time, are subject to some unique challenges.
Episode 261 - The IRS will be increasing tax enforcement action on high-income and high-net-worth individuals, and business owners. Prepare now.
Episode 260 - This being the holiday season, many of us have turned some of our attention to charitable gifts. The IRS has recently published some guidelines to help spot the difference between a real and a fake charity.
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