Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family
Release Date: 06/13/2023
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Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family
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info_outlineClick here to Download Your FREE “3 Steps” Workbook: https://trunorthwealth.activehosted.com/f/3
What’s included: 3 Steps to Planning an EPIC Retirement
Step 1: How will You Spend Your Time?
Step 2: Identify Your Income & Expenses
Step 3: Putting it all Together
Episode 23: Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family
In this episode, I discuss the often overlooked but crucial aspect of financial planning – conducting a beneficiary checkup. Many people neglect to review and update their beneficiaries listed on various accounts, which can lead to unintended consequences.
We explore the importance of regularly dedicating a small amount of time to ensure your beneficiaries align with your wishes. Discover why a beneficiary checkup is one of the best financial planning tips you'll ever receive.
Life is ever-changing, and it's essential to regularly review and update your beneficiaries to ensure your assets are distributed according to your wishes. By dedicating a small amount of time to conduct a beneficiary checkup, you can protect your loved ones and provide peace of mind for yourself.
About Us:
Danette Lowe, CFP®
Founder – Wealth Advisor
TruNorth Wealth Management, LLC
123 W. Nye Lane, Suite 520, Carson City, NV 89706
Connect with Danette @ https://linktr.ee/trunorthwealth
This podcast is for informational purposes only. The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation. Neither Commonwealth Financial Network nor your representative provides tax advice.