))
Ep 132: 5 Beneficiary Mistakes - Are You Accidentally Spoiling Your Retirement Plan?
Manage episode 357583316 series 2709707
محتوای ارائه شده توسط Dave Elizondo. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Dave Elizondo یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Today we’re addressing five common beneficiary mistakes that, unfortunately, a lot of people make. From making errors to naming minors as beneficiaries, we’ll break down some common blunders.
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.
On today’s show, here’s some of what you’ll learn:
- What is the risk in naming minors as beneficiaries? (4:18)
- Why wills and beneficiary designations need to work together. (7:57)
- Why you need a secondary beneficiary. (10:19)
Contact Dave and Drue:
Web: https://www.truefinancialpartners.com/
Email: info@truefp.biz
Phone: 877-359-8783
99 قسمت
اشتراک گذاری
