Typical Beneficiary Designation Mistakes

Episode 21 - If you designate a beneficiary on a life insurance policy, retirement account, or brokerage account, that choice will take precedence over the instructions in your last will and testament. There can always be unintended consequences. In this podcast episode, we look at some common mistakes people make when they designate a beneficiary. More SML Planning Minute Podcast Episodes Subscribeon Apple Podcastson Androidby Emailon Google Podcastson Stitcheron TuneInon Spotifyvia RSSMore Subscribe Options