For some people, leaving a legacy is one of the most important goals for their financial plan. Not only do they want to leave as much as possible, but they also want to make sure those assets go to their intended beneficiaries.
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.
Here are some of the mistakes we’ll discuss in this episode:
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Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
Ep 137: Top 10 Financial Debates – Part 1
Ep 136: Are These Retirement Statistics Encouraging or Discouraging?
Ep 135: The Secret to Retirement Success
Ep 134: Countdown to Retirement
Ep 133: Can I Retire at 55?
Ep 132: Reasons You SHOULD Get Life Insurance
Ep 131: The Most Important Retirement Birthdays
Ep 130: Common Housing Questions from Retirees
Ep 129: Financial Jargon: Designations and Education
Ep 128: Financial Jargon: Terms & Definitions
Ep 127: Recognizing the Voice of Greed
Ep 126: Guessing in Retirement Planning
Ep 125: Murky Issues in Retirement
Ep 124: State of the Market and Current Inflation
Ep 123: What is the Most Important Part of Retirement Planning?
Ep 122: Values-Based Planning
Ep 121: Planning for the Things We Can’t Predict
Ep 120: How Much Are Your Money Biases Costing You?
Ep 119: How Do Kids Factor into Retirement Planning?
Ep 118: Don’t Fumble in the Retirement Red Zone
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