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The Main Street Code - Importance of Proper Beneficiary Planning - S5 E30
Welcome to "The Main Street Code for Financial Success"!
In this episode, we discuss the critical importance of proper beneficiary planning for life insurance and other financial assets. Host Neil Himmelstein shares real-life stories that underscore the consequences of poor planning, such as the complications of probate court and unintended tax burdens. Neil also addresses the risks of relying on GoFundMe as a substitute for life insurance and stresses the importance of working with a knowledgeable agent.
Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success" hosted by Neil Himmelstein of Main Street Planning Group.
Catch our episodes on YouTube, Spotify & Apple Podcasts, and visit www.themainstreetcode.com for more insights.
View all episodes
By Neil HimmelsteinWelcome to "The Main Street Code for Financial Success"!
In this episode, we discuss the critical importance of proper beneficiary planning for life insurance and other financial assets. Host Neil Himmelstein shares real-life stories that underscore the consequences of poor planning, such as the complications of probate court and unintended tax burdens. Neil also addresses the risks of relying on GoFundMe as a substitute for life insurance and stresses the importance of working with a knowledgeable agent.
Tune in every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success" hosted by Neil Himmelstein of Main Street Planning Group.
Catch our episodes on YouTube, Spotify & Apple Podcasts, and visit www.themainstreetcode.com for more insights.