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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Step 1: How will You Spend Your Time?
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Connect with Danette Lowe, CFP®
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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
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