Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Content provided by Walter Storholt and Mark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Mark Howard 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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Common Beneficiary Mistakes To Avoid
Manage episode 418557004 series 2643568
Content provided by Walter Storholt and Mark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Mark Howard 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.
When it comes to retirement planning, one critical aspect that’s often overlooked is the designation of beneficiaries. It's not just about who you want to inherit your assets; it's about making sure that your wishes are carried out smoothly and without legal complications. Let’s talk about some of the common mistakes we see people make when it comes to the beneficiaries of their accounts…
Here’s some of what we discuss in this episode:
- Naming minors as beneficiaries
- Not coordinating your beneficiary designations and your will
- Not naming alternative or successor beneficiaries
- Naming your estate as a beneficiary
- Making errors on the application
Want to get in touch with Mark?
https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526
111 episoade
Distribuie
Manage episode 418557004 series 2643568
Content provided by Walter Storholt and Mark Howard. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walter Storholt and Mark Howard 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.
When it comes to retirement planning, one critical aspect that’s often overlooked is the designation of beneficiaries. It's not just about who you want to inherit your assets; it's about making sure that your wishes are carried out smoothly and without legal complications. Let’s talk about some of the common mistakes we see people make when it comes to the beneficiaries of their accounts…
Here’s some of what we discuss in this episode:
- Naming minors as beneficiaries
- Not coordinating your beneficiary designations and your will
- Not naming alternative or successor beneficiaries
- Naming your estate as a beneficiary
- Making errors on the application
Want to get in touch with Mark?
https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526
111 episoade
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Similar cu The Retirement Huddle
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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…
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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.
…
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…
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 ...
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
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