Talking Money

Beneficiaries are Key!


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Thank you for visiting the Talking Money webpage. Below, you will find a sample of some of the helpful, educational content we produce every week. If you would like to hear more from Mike, please click ‘Listen’ up above (mobile users, click the three lines in the upper right corner first). Feel free to subscribe to our newsletter or podcast to be one of the first to hear new episodes!

 

Is it really important to set up beneficiaries on my accounts? Listen as Mike discusses the value of ensuring your beneficiaries are set up correctly on your IRA to make sure your assets get distributed how you intend.

Have a question? Contact Mike by using the form below, calling 1-800-588-7526, or emailing [email protected].

 

 

Talking Money is sponsored by Ronald Blue Trust



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Talking MoneyBy Mike Miller

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