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Ep 132: 5 Beneficiary Mistakes - Are You Accidentally Spoiling Your Retirement Plan?
Manage episode 357583316 series 2709707
Kandungan disediakan oleh Dave Elizondo. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dave Elizondo atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Today we’re addressing five common beneficiary mistakes that, unfortunately, a lot of people make. From making errors to naming minors as beneficiaries, we’ll break down some common blunders.
Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly. Some of the simplest mistakes can completely spoil an otherwise well-done retirement plan.
On today’s show, here’s some of what you’ll learn:
- What is the risk in naming minors as beneficiaries? (4:18)
- Why wills and beneficiary designations need to work together. (7:57)
- Why you need a secondary beneficiary. (10:19)
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: info@truefp.biz
Phone: 877-359-8783
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