Jul 20, 2021 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 135 – We urge you to always be cautious and not provide sensitive information such as your Social Security number or bank account information to unknown individuals over the phone or internet. Never reveal personal data to a stranger who calls you.
Jun 1, 2021 | SML Planning Minute Podcast, Company News, Social Security Planning
Episode 128 – The term conscientious objector can be applied to more than just military service. In fact, certain members of the clergy can object to, and thus opt out of, Social Security.
Jan 19, 2021 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 109 – For a married couple to get the most out of Social Security, the two spouses need to coordinate benefits with each other. This is true for both typical and atypical couples.
Oct 27, 2020 | SML Planning Minute Podcast, Company News
Growing With Your Life Insurance Policy Podcast: Play in new window | Download (Duration: 5:15 — 4.8MB)Subscribe: Apple Podcasts | Google Podcasts | Spotify | Pandora | Stitcher | Blubrry | Email | TuneIn | Deezer | RSS | More Episode 97 – Most consumers...
Oct 20, 2020 | SML Planning Minute Podcast, Estate Planning, Company News
Why High Net Worth Clients Should Consider Implementing Their Estate Plan Before the End Of 2020 Podcast: Play in new window | Download (Duration: 14:59 — 13.8MB)Subscribe: Apple Podcasts | Google Podcasts | Spotify | Pandora | Stitcher | Blubrry | Email |...