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

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 speak for yourself later on?