Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family

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Episode 23: Primary Beneficiary vs. Contingent: An Easy Financial Planning Checkup to Protect Your Family

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.

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.

About Us:

Danette Lowe, CFP®

Founder – Wealth Advisor

TruNorth Wealth Management, LLC

123 W. Nye Lane, Suite 520, Carson City, NV 89706

Connect with Danette @ https://linktr.ee/trunorthwealth

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.