In this episode, I discuss why it's critical to annually review your listed beneficiaries on your investment accounts, retirement accounts, and life insurance policies.
- Who is a Beneficiary?
- A planning mistake I consistently see clients make
- Exactly how to review and update your beneficiaries on your investment accounts, retirement accounts, and life insurance policies.
LISTEN TO THE FULL EPISODE:
SHARE THE LOVE:
If you like the Business Exit Success podcast …
WANT MORE BUSINESS PLANNING TIPS?
Subscribe to the Business Exit Success Newsletter.
As a thank you, you'll receive a copy of The Freedom Point: A Financial Planning Guide for Business Owners.