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09-19-2024 Dollars and Sense, Why Beneficiary Designations Matter
Did you know that many people leave their old 401(k)s or life insurance policies with outdated beneficiaries, only to have their assets go to someone they no longer intended?
In this week’s episode of Dollars & Sense, Marc and Christian are diving into the critical importance of keeping your beneficiary designations up to date. They share real-life stories of how these oversights can cause unintended consequences and how you can ensure your financial legacy is passed on exactly as you wish.
Don’t miss it—this could save your family from future confusion and heartache!
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 630217
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
View all episodes
By Freedman Financial
5
66 ratings
Did you know that many people leave their old 401(k)s or life insurance policies with outdated beneficiaries, only to have their assets go to someone they no longer intended?
In this week’s episode of Dollars & Sense, Marc and Christian are diving into the critical importance of keeping your beneficiary designations up to date. They share real-life stories of how these oversights can cause unintended consequences and how you can ensure your financial legacy is passed on exactly as you wish.
Don’t miss it—this could save your family from future confusion and heartache!
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 630217
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean