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 36: Charitable Planning Ideas With Special Guest Rebecca Hendrix, Food Bank of Northeast Arkansas
Episode 35: What To Know About Cyber Liability Insurance
Episode 34: What Every Business Owner Needs To Know About Health Insurance
Episode 33: Will Rogers' Retirement Advice
Episode 32: Financial Fact or Fiction
Episode 31: Retirement Planning For Business Owners
Episode 30: How Women Can Make Sure They’re Involved In Financial Decisions
The Things Nobody Says To Their Financial Advisor
End Of Year Planning Tasks
What Retirees Should Know About Wills & Trusts
Following The Financial Commandments
Financial & Estate Issues Particularly Challenging For Women
Meet New Attorney Kalee Haywood
Be Careful With DIY Legal Documents During COVID
What Mark Twain Can Teach Us About Money
How To Set Financial & Retirement Goals
Vital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business Owners
What’s Your Desire To Retire?
Which Excuses Keep You From Retiring?
Where NOT To Get Financial & Legal Advice
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