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 97: Why You Need Retirement Customization
Ep 96: The SECURE Act 2.0
Ep 95: Things That Don’t Matter…Until They Do
Ep 94: What Retirement Are You Living For?
Ep 93: 5 Things to Know About Decumulation
Ep 92: What is Your Spending Personality?
Ep 91: Planning Through Uncommon Sense
Ep 90: Not Your Father’s Retirement
Ep 89: The Three Worlds of Money
Ep 88: 5 Words That Describe Retirement
Ep 87: Playing the ‘What if?’ Financial Game
Ep 86: Do Retirees Really Need Life Insurance?
Ep 85: Financial Planning in President Biden's America
Ep 84: Frequently Asked Questions About Bonds
Ep 83: Financial Fact or Fiction?
Ep 82: How Long Would A Million Bucks Last in Retirement?
Ep 81: What Can We Learn From Will Rogers?
Ep 80: Are You Flirtin’ with Financial Disaster?
Ep 79: When Crisis Meets Opportunity
Ep 78: March Madness and Retirement Planning
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