Retiring Today

95. The Importance of a Succession Plan


Listen Later

A little planning now can go a long way when life takes unexpected turns. In this episode of Retiring Today, we discuss some of the items on our Spousal Succession Plan Checklist and the value they bring to the legacy you want to leave. Going through this checklist now can help put you at ease, knowing that if something happens to one spouse, the surviving spouse has a plan.

Download our checklist here: http://successionchecklist.com/

...more
View all episodesView all episodes
Download on the App Store

Retiring TodayBy Merkle Retirement Planning

  • 3.5
  • 3.5
  • 3.5
  • 3.5
  • 3.5

3.5

20 ratings


More shows like Retiring Today

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,949 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

448 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

814 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,320 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

549 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

756 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

549 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

682 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

582 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

833 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

594 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,069 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

183 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

141 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

101 Listeners