Smart Money With Sam

Smart Money With Sam 💰 Money with purpose. Planning with clarity.
💼 Planner | Strategist | Podcast Host
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linktr.ee/smartmoneysam Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents o

f the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10 tips that can head-off marriage money problems.
09/02/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Test your estate strategy knowledge with this short quiz.
09/01/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

There are ways to protect your business in the event of your death or the death of a partner.
08/31/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
08/28/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
08/27/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
08/26/2026

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
08/25/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
08/24/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
08/21/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
08/20/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

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