beneficiary

Ep 171: 5 Beneficiary Mistakes – Are You Accidentally Spoiling Your Retirement Plan?

February 16, 2023

For some people, leaving a legacy is one of the most important goals for their financial plan. Not only do they want to leave as much as possible, but they also want to make sure those assets go to their intended beneficiaries.

Ep 19: Are You Making These Critical Estate Planning Errors?

December 5, 2019

Not everyone wants to leave behind a financial legacy, but for those that do, it’s important to eliminate some of the common estate planning mistakes. Today we’ll identify five of those and explain what you need to do to keep your plan on track.