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Beneficiary Mistakes
Manage episode 417322135 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson 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://player.fm/legal.
In this episode of the Retirement Ready Podcast, Eric guides us through the critical yet often overlooked details of beneficiary designations. Learn the simple yet vital steps to prevent beneficiary blunders that could lead to unnecessary headaches for your heirs. Eric calls these errors "low hanging fruit" because they're easy to fix yet can save your family from future heartache.
Here’s some of what we discuss in this episode:
- Eric shares some details from his exotic vacation!
- What beneficiary mistakes are most common?
- Do you have an alternate?
- What happens with probate?
- What a will does and doesn’t do for you.
Get in touch with the Peterson Financial team: https://petersonfg.com/
300 episodes
Share
Manage episode 417322135 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson 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://player.fm/legal.
In this episode of the Retirement Ready Podcast, Eric guides us through the critical yet often overlooked details of beneficiary designations. Learn the simple yet vital steps to prevent beneficiary blunders that could lead to unnecessary headaches for your heirs. Eric calls these errors "low hanging fruit" because they're easy to fix yet can save your family from future heartache.
Here’s some of what we discuss in this episode:
- Eric shares some details from his exotic vacation!
- What beneficiary mistakes are most common?
- Do you have an alternate?
- What happens with probate?
- What a will does and doesn’t do for you.
Get in touch with the Peterson Financial team: https://petersonfg.com/
300 episodes
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Similar to Retirement Ready
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
…
continue reading
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…
continue reading
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…
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…
continue reading
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 ...
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…
continue reading
1
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Find distressed properties for pennies on the dollar and turn them for huge profits!
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continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
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