When it comes to building a retirement plan, one of the biggest items that people overlook, or even avoid, is designating their beneficiaries. But taking the time to do this is key to ensuring that your assets are handed down in the way you intend, and that your estate does not go through probate. Matt gives us some tips on how to prepare these essential legal documents.
Adam Quiney On Your Relationship With Money
SECURE Act & Gifting vs. Inheriting
Roth IRA Follow Up And Inheriting Something I Don't Want
Roth IRA Contribution Limits And Other Questions
What's The Value Of An Advisor?
Julie's Story - A Client's Perspective
Mailbag: Savings, Roth or Traditional IRA, College Planning
Episode #93: Harlan Accola - Behind The Curtain of Reverse Mortgages
Episode #92: What The Rich DON'T Do With Their Money
Episode #91: Mailbag - Social Security, Inherited Stocks, Market Recessions
Episode #90: Relocating In Retirement
Episode #89 Understanding Risk Tolerance
Episode #88: Market Volatility & Risk
Episode #87: Mailbag - Paying Off Your House
Episode #86: Attitude Of Gratitude
Episode #85: Headlines Featuring Scams And Market Crashes
Episode 84: Paradigm Shift
Episode #83: Advising Is Problem-Solving
Episode #82: Soda Taxes And Fire
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