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Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family
Manage episode 365937748 series 3379690
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In this episode, I discuss the often overlooked but crucial aspect of financial planning – conducting a beneficiary checkup. Many people neglect to review and update their beneficiaries listed on various accounts, which can lead to unintended consequences.
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Episode Summary:
We explore the importance of regularly dedicating a small amount of time to ensure your beneficiaries align with your wishes. Discover why a beneficiary checkup is one of the best financial planning tips you'll ever receive.
Life is ever-changing, and it's essential to regularly review and update your beneficiaries to ensure your assets are distributed according to your wishes. By dedicating a small amount of time to conduct a beneficiary checkup, you can protect your loved ones and provide peace of mind for yourself.
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Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.
Founder – Wealth Advisor
TruNorth Wealth Management, LLC
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This podcast is for informational purposes only. The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation. Neither Commonwealth Financial Network nor your representative provides tax advice.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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