Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Content provided by Shari Rash, Money Expert, and Personal Finance Advice for Women. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shari Rash, Money Expert, and Personal Finance Advice for Women or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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Ep 42: 5 Beneficiary Mistakes- Are You Accidentally Spoiling Your Retirement Plan?
Manage episode 351673687 series 2925736
Content provided by Shari Rash, Money Expert, and Personal Finance Advice for Women. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shari Rash, Money Expert, and Personal Finance Advice for Women or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly.
Some of the simplest mistakes can completely spoil an otherwise well-done retirement plan.
In this episode, we’ll share:
- Under the law, if you name minors as beneficiaries, they can't receive every benefit until they’re 18 or older. (2:26)
- The beneficiary designation automatically overrides your will, so it’s important to ensure the two documents work together. (4:35)
- It’s important to designate contingent beneficiaries. (7:41)
Want to get in touch? Start here --> https://greenwaywealthadvisory.com/get-in-touch/
73 episoade
Distribuie
Manage episode 351673687 series 2925736
Content provided by Shari Rash, Money Expert, and Personal Finance Advice for Women. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Shari Rash, Money Expert, and Personal Finance Advice for Women or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
In this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly.
Some of the simplest mistakes can completely spoil an otherwise well-done retirement plan.
In this episode, we’ll share:
- Under the law, if you name minors as beneficiaries, they can't receive every benefit until they’re 18 or older. (2:26)
- The beneficiary designation automatically overrides your will, so it’s important to ensure the two documents work together. (4:35)
- It’s important to designate contingent beneficiaries. (7:41)
Want to get in touch? Start here --> https://greenwaywealthadvisory.com/get-in-touch/
73 episoade
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Similar cu Money CHIC: Financial Wisdom and Advice for Women
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Welcome to The Clever Investor Show, where your host, Cody Sperber, a seasoned real estate investor and educator, becomes your definitive source for everything in real estate investing and entrepreneurship. Each episode features conversations with giants in the industry like Grant Cardone, known for his real estate investor status; Wes Watson, sharing strategies for success; Eric Spofford, focusing on business growth and niche real estate markets; Pace Morby, a creative financing expert; and ...
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
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Welcome to the Disruptors Podcast. This podcast features the most disruptive individuals on the planet no matter what niche or industry they are in, if you want thought provoking conversation with some of the most successful & controversial people alive then the disruptors podcast is a must listen to. Your host Rob Moore is a best selling author, holds 3 world records for public speaking, entrepreneur, property investor, and property educator. Author of the global bestsellers “Life Leverage” ...
…
continue reading
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