One overlooked detail could send your retirement assets to the wrong person. In this episode, Annetta Carter highlights how beneficiary designations, outdated documents, and life changes can create unintended outcomes if not carefully reviewed. She explains the importance of naming primary and contingent beneficiaries, planning for incapacity, and keeping estate documents current. The conversation also explores how emotions influence investment decisions and why risk should be reassessed as retirement approaches. It’s a practical look at the small oversights that can carry big consequences over time.

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