On this episode, we’ll address five, unfortunately, common beneficiary mistakes. 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.
FREE Retirement Report Card
Is your retirement on track for the honor roll, or are you heading to summer school? Find out with our free retirement report card. We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement. Call us at 870-275-4304 for more info.
Important Links:
Get your free copy of "Bad Advisors" here: https://www.quraishilaw.com/reports/bad-advisors-how-to-identify-them-and-how-to-avoid-them.cfm
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook
Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT
Episode 56: Retirement Questions That Every Generation Is Asking
Episode 55: Securing Your Retirement: Dynamic Income Strategies to Safeguard Your Financial Future
Episode 54: Financial Wellness for Women
Episode 53: Tax Efficient Strategies for Smart Wealth Growth
Episode 52: Beyond Tax Season: The Year-Round Benefits of Proactive Tax Planning
Episode 51: The Incomplete Financial Plan
Episode 50: Four Ways The SECURE Act 2.0 Might Impact You
Episode 48: 2023 Edition: 10 Point Checklist For Retirement Preparedness
Episode 47: The Retirement Marathon: Finishing The Race
Episode 46: Are You Thankful For The Financial Advice You Receive?
Episode 45: How Procrastination Dooms Your Financial Future
Episode 44: Should You Follow These Popular Retirement Rules of Thumb?
Episode 43: Why Your Retirement Plan Needs A Volatility Buffer
Episode 42: Introducing Attorney Stuart Mathews
Episode 41: Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs
Episode 40: The Ins And Outs Of Long-Term Care Planning
Episode 39: Who Even Needs A Financial Advisor?
Episode 38: Do You Have A Money Bias? What’s It Costing You?
Episode 37: End of Year Tax Tips with Jeff Wicker, CPA
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