150 episodes
SML Planning Minute Security Mutual Life Advanced Markets Team
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- Business
SML’s Planning Minute will provide brief yet thought-provoking financial planning ideas for individuals, families, business owners and executives. Topics cover a broad range of issues including personal financial planning, retirement planning, life insurance protection planning, estate tax and liquidity planning, business planning, business succession planning, and more.
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Investment Scams Are Becoming More Sophisticated
Episode 285 - Once again, the IRS has come out with its “Dirty Dozen” tax scams. Don’t be a victim!
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10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 2
Episode 284 - 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 more of the most common mistakes.
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10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 1
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.
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IRS Delays RMD Rules Again
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.
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Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
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!
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What’s Going to Happen with O.J. Simpson’s Estate?
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?