Episode 133: The 3 Things You Must Understand If You're Retiring In 3-5 Years, Part 2
Cover Your Assets KC Podcast

Episode 133: The 3 Things You Must Understand If You’re Retiring In 3-5 Years, Part 2

2021-07-15
As you get closer to retirement, you likely want to make sure everything is in order, including your estate plan. David discusses what paperwork you should have in place and up-to-date. Read more and get additional financial resources here: https://coveryourassetskc.com/podcasts/ What we discuss on this episode:  3:09 - Should you have a trust?   5:42 - Do you have good beneficiary designations? 9:53 - What are the two kinds of beneficiary designations? 15:39 - What if you aren’t able to spe...
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