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SML Planning Minute

SML Planning Minute podcasts provide timely and thought-provoking financial ideas and concepts for individuals, families and business owners. Be sure to listen in! Simply click on a topic below to access a podcast. You can also subscribe to one of the many service providers to listen on the go.

Debunking Common Myths About Retirement

Debunking Common Myths About Retirement

Episode 329 – With retirement planning, as with most financial principles, every situation is different. That said, we all need a few guidelines to see if we are going in the right direction. But these basic ideas evolve over time as demographics, life expectancy, tax laws and available products all change. Here are a few ideas that could use a good debunking. Continue Reading Debunking Common Myths About Retirement

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Can I Avoid the Dreaded IRS Audit?

Can I Avoid the Dreaded IRS Audit?

Episode 328 – There are few things that create more fear and loathing than a so-called “exam letter” from the IRS. It means that you’re likely looking at a significant time commitment just to put together the documentation they’re looking for, along with potential new taxes, interest, penalties, and accounting fees. Here are a few things that may end up triggering a tax audit. Continue Reading Can I Avoid the Dreaded IRS Audit?

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What is a Spendthrift Clause, and When Do People Use It?

What is a Spendthrift Clause, and When Do People Use It?

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. Continue Reading What is a Spendthrift Clause, and When Do People Use It?

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