All Episodes
SML Planning Minute — 166 episodes
New York City’s Pied-à-Terre Tax
Talking About Money with Your Kids
Is a Health Savings Account Right for You?
What is the “Time Value of Money?”
The Strange Case of Rob, Michele and Nick Reiner
When Unmarried Couples Split Up
Social Security Is in Bad Shape. Does It Still Make Sense to Wait?
Is It Possible to Spend Too Little in Retirement?
10 Commonly Misunderstood Insurance Terms Explained
Dealing with the Latest Financial Trend: Spending Your Kids’ Inheritance
What Exactly Is a Reverse Mortgage?
Should I Turn Down My Inheritance?
Careless Spending Can Erode Income Gains Revisited
Are You Sure You Want to Be an Executor?
The Latest on Wealth Taxes
Social Security and Divorce
How Much Does Life Insurance Really Cost?
The IRS Dirty Dozen 2026
So, What Exactly Is a Trump Account?
Estate Planning When You Live in a Foreign Country
Business Planning Needed Now More Than Ever
What’s the Latest on the Long-Term Care Front?
About That Coming AI Apocalypse
Good News: Life Expectancy is Going Up
The Spirit of Charles Ponzi Lives On
Should You Collect Social Security and Invest the Difference?
Nine Reasons You Need an Agent When You Buy Life Insurance
Are My Retirement Savings on Track?
Are You Ready for the Great Wealth Transfer?
Does “Buy Term and Invest the Difference” Really Work?
Being a Millionaire Ain’t What It Used to Be
Going Paperless: To Be or Not to Be?
Important Tax Considerations for Newlyweds
Six Ideas on How to Manage Debt Revisited
Be Skeptical of Financial Advice on Social Media
Do You Really Want to Disinherit a Family Member?
Are You Ready for the New York LLC Transparency Act Starting January 1, 2026?
The Latest on the Scamming Front
Nine Mistakes Wealthy People Make
Should I Use My Savings to Delay Collecting Social Security?
What Wealthy People Know That the Rest of Us Don’t
Is a 529 Plan Really Your Best Option?
Minimizing Capital Gains Tax on the Sale of a Business
10 Mistakes People Make When Buying Life Insurance
Even with Medicare, the Cost of Health Care Can Be Shocking
Can You Save Too Much for Retirement? – Revisited
Mistakes People Make When Things Are Going Well
Avoiding a Conservatorship
The Role of Optimism in Retirement Planning
Teaching Your Kids What You Wish You Had Learned With Hannah Kesler
Are You an Independent Contractor?
Does It Make Sense to Reject an Inheritance?
Six Big Mistakes People Make with Their Wills Revisited
One Big Beautiful Bill and What It Means to You
What Happens When You Get Audited?
Thinking of Collecting Social Security Early? Not So Fast.
Practical Estate Planning Ideas for “Middle Tier” Families
Want to Be an Effective Business Leader? Learn How to Listen.
Thirteen Celebrity Estate Planning Lessons Revisited
Six Reasons Single People Need Life Insurance Too
The Epidemic of Gray Divorce
Financial Considerations When You Become an Empty Nester
Four Trending Scams to Stay Ahead of
Selecting the Right Entity for Your New Business
Eight Reasons Why Young People Need Life Insurance
Planning for Retirement
Understanding Opportunity Cost
New Challenges for a Long Retirement
Debunking Common Myths About Retirement
Can I Avoid the Dreaded IRS Audit?
What Have Billionaires Been Up to Lately?
Understanding Social Security Taxation
Five Reasons to Purchase Life Insurance for Your Children
Careless Spending Can Erode Income Gains
Six Estate Planning Tips from Warren Buffett
Are These the Good Old Days? – Revisited
Can Money Buy You a Longer Life?
Financial Infidelity is a Real Thing
What is a Spendthrift Clause, and When Do People Use It?
Is Gen Z Falling Behind Already?
Five Ways to Help Protect Yourself from Scams in 2025
Getting Life Insurance is Easier Than it Used to Be with Angela Thieschafer Revisited
What Counts as a Will?
The Social Security Fairness Act: Is it Really Fair?
Dealing with Grief and Your Finances at the Same Time
How Much Money Do You Need to be Considered Wealthy? – Revisited
The Biggest Regrets People Have in Retirement, and Lessons for Future Generations
Go Beyond Financial Considerations when Deciding to Downsize
One Third of People Have More Credit Card Debt Than Emergency Savings
5 Ways to Use Home Equity as a Source for Retirement Income
Six Ideas on How to Manage Debt
Behavioral Economics, and How it Affects Your Financial Decisions Revisited
Business Succession Planning Needed More Now Than Ever
Connecting the Dots: Using Life Insurance With Social Security
Does It Make Sense to Give Money to Your Kids While You’re Still Living?
Nine Thoughts on Divorce and Finance
Planning for Single Parents Revisited
Why You Need a Real Person to Help With Your Life Insurance Needs
Important Retirement Savings Rules Changes You May Have Missed
Planning is a Dynamic, Not a Once-and-Done, Process
Millennials, Gen X and Gen Z Need to Prepare for Retirement Now Revisited
Celebrity Estates: Discord in Tony Bennett’s Family
Can You Save Too Much for Retirement?
The IRS Digs Deeper
Estate Tax Uncertainty – Will We or Won’t We? A Potential Solution for Married Couples
Don’t Make This Million-Dollar Mistake with Your 401(k)!
Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
The U.S. Supreme Court Rules Against the Moores!
Can Money Buy You Happiness?
New Study Confirms: 20 Percent of Americans over Age 50 Have No Retirement Savings at All
Business Owners: Reach Out to Your Attorney and Insurance Agent Immediately!
Why Don’t Schools Teach Financial Literacy?
Investment Scams Are Becoming More Sophisticated
10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 2
10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 1
IRS Delays RMD Rules Again
Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
What’s Going to Happen with O.J. Simpson’s Estate?
Why Everyone Needs an Estate Plan
Making the Right Choices With Your Wealth Revisited
The Social Security Administration (SSA) Gets It Right
Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited
Social Media May Be Hurting Your Finances
Is Phased Retirement Right for You?
How to Act Like a Wealthy Person
Combating Identity Theft
Concern About Generation Z
Are You Ready For the 2026 Estate Tax Sunset?
Not Just A Prenup: How to Protect Your Estate Before You Get Married Again
How Life Insurance Can Help with a Blended Family
Are These the Good Old Days?
Study Indicates that Half of Older Americans May Unretire
Estate Planning and Sibling Rivalry
Five Important Financial Truths about Millennials Revisited
Problems at the Social Security Administration
The Unique Challenges Faced by the “Sandwich” Generation
Tax Gap Projections and Increased IRS Enforcement
Avoiding a Fake Charity
IRS Again Delays New Reporting for Gig Workers and Independent Contractors
Disinheriting Adult Children for Their Political Beliefs Revisited
What Does Life Insurance Have to Do With Divorce Revisited
No Section 165 Loss Deduction for Bitcoin
Massachusetts and Other States’ Estate Taxes
Are Millennials Better Prepared for Retirement Than Baby Boomers and Generation X?
Will Future Retirees be Able to Maintain Their Living Standard?
Are Roth Conversions Right for Everyone?
What are Student Borrowers Going to Do?
Plan Today for Tax Changes that May be Coming in 2026
IRS Puts Moratorium on a Popular Tax Program Until at Least Next Year
Finally: Aretha Franklin’s Estate is Finally Resolved
IRS Delays Roth Catch-Up Provision Mandated by SECURE 2.0
How Much Money Do You Need to be Considered Wealthy?
Are You Ready for the Corporate Transparency Act Starting January 1, 2024?
How the Wealthy Borrow Cheap Cash
Don’t Be Like These Famous People—Get Your Will Done Revisited
IRS Provides Additional Relief for RMDs in 2023
Millennials, Gen X and Gen Z Need to Prepare for Retirement Now
Optimize Your Estate Plan by Incorporating Life Insurance
The Ultra-Wealthy Are Rooting for Charles and Kathleen Moore!
Parenting Doesn’t End When Your Kids Become Adults
Retirement Confidence is Eroding in America – What Can You Do About It?
Getting Life Insurance is Easier Than it Used to Be with Angela Thieschafer
Millennials and Gen Z Acknowledge the Need for Life Insurance
Does State Taxation Cause the Wealthy to Move to Different States?
Study Indicates that 40 Percent of Americans Cash Out Their 401(k)s When They Switch Jobs
Documentation of Charitable Gifts