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June 13, 2023 17 mins

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.

Click here to Download Your FREE “3 Steps” to Plan an Epic Retirement Worksheet:  https://www.trunorthwealth.com/newsletter-signup

 

What’s included:  3 Steps to Planning an EPIC Retirement

Step 1:  How will You Spend Your Time?

Step 2:  Identify Your Income & Expenses

Step 3:  Putting it all Together

 

Connect with Danette Lowe, CFP®

https://linktr.ee/trunorthwealth

Visit Our Website:  https://www.TruNorthWealth.com

 

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

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