It’s Sunday, which means...It’s recap time! 

The theme for this week was: 5 Beneficiary Mistakes To Avoid

Hopefully after listening to the tips this week, you are motivated to take action in reviewing your beneficiaries. It’s one of the most important things you can do to keep your estate plan and your wishes up to date, especially after important life changes. 

Here’s what we covered this week: 

• Beneficiary Mistake #1 - Assuming Your Will Has You Covered
• Mistake #2 - Failing To Review After Life Changes
• Mistake #3 - Leaving Out Contingents 
• Mistake #4 - Not Understanding The Beneficiary Pathway
• Mistake #5 - Not Coordinating Beneficiaries With Other Estate Planning Documents

If you missed any of these episodes or if you want to revisit any of them, you can find them on iTunes, Spotify, or Google Play by searching for the “One Minute Retirement Tip with Ashley”. 

Tomorrow we’re starting a brand new theme, and thankfully for all of you, I’m moving away from talking about you impending demise, to something a bit lighter. 

Next week, I’m getting my crystal ball out, and I’m going to talk about why you should still be positive about the direction of the economy and your investment portfolio. There is a lot of negative news out there right now about the markets and the economy, yet the reality is, there are plenty of reasons to remain positive and not panic. 

I have conversations with clients about this all day, every day, so next week I’ll share with you my thoughts on the current state of things, and why I’m not running for the exits! 

That’s it for this week! Thanks for listening and I hope you have a blessed Sunday! 

My name is Ashley Micciche and this is the “One Minute Retirement Tip”.

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