From naming an estate to overlooking international implications, potential missteps abound. Private Wealth Strategist Cindy Campbell explains why certain beneficiary decisions warrant a second look. [Recorded 9/6/19]

7 common beneficiary choices you should probably rethink

Learn how to plan, invest and live smarter with the Raymond James For What It’s Worth podcast. Featuring insights from leading professionals, For What It’s Worth brings you the latest in wealth management, market commentary and engaging research. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Paige Lenssen, CFA. Whether you already work with a trusted financial advisor or currently manage your own investment plans, For What It’s Worth provides the engaging wealth management information you value as you pursue your most important goals.

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7 common beneficiary choices you should probably rethink

7 common beneficiary choices you should probably rethink