Mar 18, 2025 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 324 – If your income goes up over time, it doesn’t necessarily mean that you’ll be able to save more. If you’re not careful, “lifestyle creep” can make things worse. Here are a few ideas on how to fight back against lifestyle creep.
Mar 11, 2025 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 323 – The investment wisdom of Warren Buffett is well known through his annual letter to shareholders. But he has some unique ideas about estate planning as well. Here are six of Buffett’s more important estate planning concepts.
Mar 4, 2025 | SML Planning Minute Podcast, Company News
Episode 322 – 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.
Feb 25, 2025 | SML Planning Minute Podcast, Company News
Episode 321 – Can money buy you a longer life? Surprisingly, in some cases it can.
Feb 18, 2025 | SML Planning Minute Podcast, Company News
Episode 320 – Financial infidelity is a real thing. And the problem may be worse than most people realize. Two new surveys provide us with some fascinating details.
Feb 11, 2025 | SML Planning Minute Podcast, Company News
Episode 319 – Life doesn’t necessarily get easier when you accumulate wealth. There’s always something to worry about, and at some point, if you’re lucky, your worries evolve from accumulating your wealth to protecting it. If you’re worried about future generations destroying the wealth you’ve worked to accumulate, a spendthrift clause could help ease your mind.